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AvalonBay Communities
AVB

389 hedge funds and large institutions have $15B invested in AvalonBay Communities in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

434% more call options, than puts

Call options by funds: $138M | Put options by funds: $25.9M

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 381 → 389 (+8)

8% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 140

3.17% less ownership

Funds ownership: 100.85% → 97.68% (-3.2%)

10% less capital invested

Capital invested by funds: $16.6B → $15B (-$1.63B)

39% less funds holding in top 10

Funds holding in top 10: 23 → 14 (-9)

Holders
389
Holders Change
+8
Holders Change %
+2.1%
% of All Funds
11.29%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.41%
New
44
Increased
151
Reduced
140
Closed
36
Calls
$138M
Puts
$25.9M
Net Calls
+$112M
Net Calls Change
+$83.2M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$155M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.1M
3
Barclays
Barclays
United Kingdom
+$43.8M
4
Goldman Sachs
Goldman Sachs
New York
+$39.5M
5
BC
Brookfield Corp
Ontario, Canada
+$31.4M

Top Sellers

1
LBH
Lehman Brothers Holdings
New York
-$892M
2
EVM
Eaton Vance Management
Massachusetts
-$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.2M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$78.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
76
BlackRock Investment Management
Delaware
$26.9M -$888K -7,212 -3%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$25.8M +$944K +7,661 +4%
MTB
78
Mizuho Trust & Banking
Japan
$25.7M +$963K +7,814 +4%
SAM
79
Securian Asset Management
Minnesota
$25.7M -$2.84M -23,022 -10%
LPC
80
Long Pond Capital
New York
$24.9M +$26M +211,000 New
O
81
OppenheimerFunds
New York
$24.7M -$20.5M -166,476 -44%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$24.5M +$123 +1 +0%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$23.8M -$740K -6,009 -3%
SONJCPFA
84
State of New Jersey Common Pension Fund A
New Jersey
$23.6M +$1.79M +14,500 +8%
UOC
85
UBS O'Connor
Illinois
$23.4M +$17.7M +143,476 +262%
SMDAM
86
Sumitomo Mitsui DS Asset Management
Japan
$22.6M +$4.92M +39,957 +26%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$22.2M +$579K +4,700 +3%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$22.1M -$4.92M -39,978 -18%
Franklin Resources
89
Franklin Resources
California
$22M -$752K -6,108 -3%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$21.7M -$1.18M -9,563 -5%
Allianz Asset Management
91
Allianz Asset Management
Germany
$21.7M +$384K +3,115 +2%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$21.7M +$6.33M +51,359 +39%
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$21.3M +$4.03M +32,700 +22%
STC
94
SEI Trust Company
Pennsylvania
$21.2M +$6.11M +49,598 +38%
ClearBridge Investments
95
ClearBridge Investments
New York
$18.3M +$384K +3,118 +2%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$18M +$6.2M +50,293 +49%
BJ
97
BlackRock Japan
Japan
$18M -$374K -3,039 -2%
GC
98
Guggenheim Capital
Illinois
$17.5M +$2.07M +16,800 +13%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$17M -$765K -6,213 -4%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$17M +$9.98K +81 +0.1%
2 3
4
5 6

AVB Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q4 2013, worth a combined $15B — down 9.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVB positions and 36 closed out — a net gain of 8 holders — while 151 added to existing stakes and 140 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Lehman Brothers Holdings, exiting entirely with an estimated $892M sold.

  • 389 institutional investors held AvalonBay Communities (AVB) as of Q4 2013, up from 381 in Q3 2013.
  • Funds reported $15B of AvalonBay Communities stock for Q4 2013, down 9.8% quarter-over-quarter.
  • 44 funds opened new AvalonBay Communities positions in Q4 2013 and 36 closed out, a net change of +8 holders.
  • The largest AvalonBay Communities buyer in Q4 2013 was JP Morgan Chase, an estimated $155M added.
  • The largest AvalonBay Communities seller in Q4 2013 was Lehman Brothers Holdings, an estimated $892M sold.

Based on aggregated 13F filings for Q4 2013.