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AvalonBay Communities
AVB

508 hedge funds and large institutions have $23.3B invested in AvalonBay Communities in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 190 increasing their positions, 167 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

14% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 167

5% more funds holding

Funds holding: 485 → 508 (+23)

1% less capital invested

Capital invested by funds: $23.6B → $23.3B (-$259M)

1.06% less ownership

Funds ownership: 95.83% → 94.77% (-1.1%)

57% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $108M

Holders
508
Holders Change
+23
Holders Change %
+4.74%
% of All Funds
11.52%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
60
Increased
190
Reduced
167
Closed
35
Calls
$46.5M
Puts
$108M
Net Calls
-$62M
Net Calls Change
-$52.3M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$115M
2
JP Morgan Chase
JP Morgan Chase
New York
+$111M
3
Prudential Financial
Prudential Financial
New Jersey
+$69.7M
4
PI
PGGM Investments
Netherlands
+$63.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$55.9M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$512M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$223M
3
Invesco
Invesco
Georgia
-$73.9M
4
Millennium Management
Millennium Management
New York
-$56.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$79M +$6.32M +34,833 +9%
CS
52
Credit Suisse
Switzerland
$76.7M +$5.17M +28,490 +7%
Wells Fargo
53
Wells Fargo
California
$73.5M +$12.6M +69,222 +20%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$67.6M -$18.5M -101,975 -21%
Barclays
55
Barclays
United Kingdom
$65.8M +$35.3M +194,560 +112%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$60M +$1.32M +7,273 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$59.3M +$4.43M +24,400 +8%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$58.9M -$779K -4,294 -1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$57.6M -$1.46M -8,038 -2%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$56.3M -$25.4M -139,861 -31%
AQR Capital Management
61
AQR Capital Management
Connecticut
$56.3M +$18.2M +100,030 +46%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$56.1M +$718K +3,954 +1%
American Century Companies
63
American Century Companies
Missouri
$55.1M +$44M +242,612 +368%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$54.3M +$1.47M +8,100 +3%
WBC
65
Westpac Banking Corp
Australia
$54.1M +$1.86M +10,227 +3%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$51.9M +$396K +2,182 +0.8%
PPA
67
Parametric Portfolio Associates
Washington
$50.2M +$637K +3,511 +1%
Canada Life
68
Canada Life
Manitoba, Canada
$50M +$5.62M +30,950 +12%
Millennium Management
69
Millennium Management
New York
$47.4M -$56.6M -312,059 -54%
ESCM
70
Echo Street Capital Management
New York
$46M +$2.58M +14,210 +6%
UIC
71
Uniplan Investment Counsel
Wisconsin
$45.9M -$149K -820 -0.3%
B
72
Barings
North Carolina
$45.3M +$45.3M +249,612 +5,740%
PS
73
Presima Securities
Quebec, Canada
$44.5M +$11.5M +63,300 +34%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$43.3M +$439K +2,421 +1%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$40.1M -$436K -2,400 -1%
1 2
3
4 5

AVB Hedge Fund Activity: Q4 2017 in Review

508 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2017, worth a combined $23.3B — down 1.1% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AVB positions and 35 closed out — a net gain of 25 holders — while 190 added to existing stakes and 167 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $115M. The largest seller was Cohen & Steers, cutting an estimated $512M.

  • 508 institutional investors held AvalonBay Communities (AVB) as of Q4 2017, up from 485 in Q3 2017.
  • Funds reported $23.3B of AvalonBay Communities stock for Q4 2017, down 1.1% quarter-over-quarter.
  • 60 funds opened new AvalonBay Communities positions in Q4 2017 and 35 closed out, a net change of +25 holders.
  • The largest AvalonBay Communities buyer in Q4 2017 was Citadel Advisors, an estimated $115M added.
  • The largest AvalonBay Communities seller in Q4 2017 was Cohen & Steers, an estimated $512M sold.

Based on aggregated 13F filings for Q4 2017.