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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$9.72M +$5.66M +45,938 +126%
AWCI
127
Alpine Woods Capital Investors
New York
$9.53M +$2.71M +22,000 +38%
Alyeska Investment Group
128
Alyeska Investment Group
Illinois
$9.46M +$2.46M +20,000 +33%
Caisse de Depot et Placement du Quebec (CDPQ)
129
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.23M -$806K -6,545 -8%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$9.22M +$1.23K +10 +0%
FM
131
Forward Management
California
$9.13M +$1.89M +15,313 +25%
Robeco Institutional Asset Management
132
Robeco Institutional Asset Management
Netherlands
$8.42M -$616K -5,000 -7%
SG Americas Securities
133
SG Americas Securities
New York
$8.26M -$899K -7,301 -9%
SONJCPFE
134
State of New Jersey Common Pension Fund E
New Jersey
$8.22M +$6.65M +54,000 +348%
IG
135
ING Group
Netherlands
$8.05M +$2.57M +20,841 +44%
GHF
136
Good Harbor Financial
Illinois
$7.89M +$6.35M +51,534 +339%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$7.86M -$86.2K -700 -1%
SP
138
Sarasin & Partners
United Kingdom
$7.82M +$1.38M +11,163 +20%
HCM
139
Highbridge Capital Management
New York
$7.7M +$8.03M +65,157 New
AAMU
140
Amundi Asset Management US
Massachusetts
$7.51M -$197K -1,600 -2%
Canada Life
141
Canada Life
Manitoba, Canada
$7.19M +$616K +4,997 +9%
CCM
142
Chilton Capital Management
Texas
$7.18M -$1.62M -13,152 -18%
LFFS
143
La Francaise Forum Securities
Connecticut
$7.03M +$542K +4,400 +8%
TD Asset Management
144
TD Asset Management
Ontario, Canada
$6.67M -$328K -2,660 -5%
TPSF
145
Texas Permanent School Fund
Texas
$6.66M -$516K -4,192 -7%
IRF
146
IBM Retirement Fund
New York
$6.14M -$223K -1,811 -3%
Nomura Asset Management
147
Nomura Asset Management
Japan
$6.06M -$276K -2,240 -4%
Comerica Bank
148
Comerica Bank
Texas
$6.02M -$398K -3,231 -6%
CC
149
Curian Capital
Colorado
$5.9M -$46.1K -374 -0.7%
SOMRS
150
State of Michigan Retirement System
Michigan
$5.84M -$12.3K -100 -0.2%
4 5
6
7 8

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.