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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
SAC
101
Smith Affiliated Capital
New York
$16.6M – – –
Credit Agricole
102
Credit Agricole
France
$16.4M +$2.99M +24,249 +21%
PPA
103
Parametric Portfolio Associates
Washington
$15.9M -$1.32M -10,709 -7%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$15.5M -$375K -3,040 -2%
Swiss National Bank
105
Swiss National Bank
Switzerland
$15.5M -$259K -2,100 -2%
AQR Capital Management
106
AQR Capital Management
Connecticut
$15.4M +$94.4K +766 +0.6%
APG Asset Management
107
APG Asset Management
Netherlands
$15.2M -$434K -3,521 -3%
Fidelity International
108
Fidelity International
Bermuda
$14.2M +$3.35M +27,199 +29%
CCMH
109
Cornerstone Capital Management Holdings
New York
$13.8M -$430K -3,493 -3%
GMIM
110
General Motors Investment Management
New York
$13.6M – – –
Citigroup
111
Citigroup
New York
$13.2M +$2.44M +19,829 +22%
SCM
112
Stevens Capital Management
Pennsylvania
$12.9M +$11.5M +93,672 +595%
SCA
113
SAC Capital Advisors
Connecticut
$12.5M +$12.4M +100,655 +1,951%
PI
114
Putnam Investments
Massachusetts
$12.1M +$3.52M +28,551 +39%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$11.8M -$500K -4,055 -4%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$11.5M -$2.83M -22,969 -19%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$11.5M -$184K -1,497 -2%
ProShare Advisors
118
ProShare Advisors
Maryland
$11.3M +$565K +4,583 +5%
ERSOT
119
Employees Retirement System of Texas
Texas
$11.2M -$3.09M -25,100 -21%
BCIM
120
British Columbia Investment Management
British Columbia, Canada
$11.1M +$598K +4,858 +5%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$10.7M -$11.1K -90 -0.1%
Lazard Asset Management
122
Lazard Asset Management
New York
$10.5M -$548K -4,449 -5%
U
123
UBS
Switzerland
$10.3M +$2.39M +19,405 +29%
DCLA
124
Douglas C. Lane & Associates
New York
$10.3M +$1.66M +13,465 +18%
Aviva
125
Aviva
United Kingdom
$9.84M +$5.37M +43,593 +110%
3 4
5
6 7

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.