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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
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$5.8M -$222K -1,800 -4%
KBC Group
152
KBC Group
Belgium
$5.76M -$3.78M -30,706 -39%
MNA
153
Manning & Napier Advisors
New York
$5.62M -$559K -4,540 -9%
First Trust Advisors
154
First Trust Advisors
Illinois
$5.6M -$274K -2,226 -4%
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.36M +$591K +4,800 +12%
AIG
156
American International Group
New York
$5.29M +$124K +1,008 +2%
ECM
157
EII Capital Management
New York
$5.23M -$3.26M -26,500 -37%
CA
158
Commerzbank Aktiengesellschaft
Germany
$5.22M +$19.1K +155 +0.4%
EA
159
Euclid Advisors
Connecticut
$5.19M -$222K -1,800 -4%
PP
160
Prudential plc
United Kingdom
$5.08M -$516K -4,190 -9%
TSU
161
TD Securities (USA)
New York
$5.07M +$157K +1,272 +3%
IGIM
162
I.G. Investment Management
Manitoba, Canada
$4.68M +$263K +2,135 +6%
AAF
163
Andra AP-fonden
Sweden
$4.52M +$3.45M +28,000 +275%
LBIM
164
Land & Buildings Investment Management
Connecticut
$4.48M -$936K -7,600 -18%
USAA
165
United Services Automobile Association
Texas
$4.47M +$3.7K +30 +0.1%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$4.33M -$24.3M -197,634 -84%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$4.29M -$219K -1,777 -5%
JHIU
168
Janus Henderson Investors US
Colorado
$4.24M -$131K -1,061 -3%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$4.17M -$1.02M -8,300 -19%
GCA
170
GSI Capital Advisors
California
$4.17M -$160K -1,300 -4%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$4.12M +$4.29M +34,837 New
ASRS
172
Arizona State Retirement System
Arizona
$4.11M -$172K -1,400 -4%
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$4.05M -$9.48M -76,940 -69%
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$3.99M -$279K -2,261 -6%
FAF
175
Fjarde Ap-fonden
Sweden
$3.96M -$354K -2,871 -8%
5 6
7
8 9

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.