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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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$3.82M +$622K +5,046 +19%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$3.82M -$476K -3,862 -11%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$3.79M +$237K +1,920 +6%
PL
179
Perpetual Ltd
Australia
$3.79M +$8.25K +67 +0.2%
Axa
180
Axa
France
$3.78M +$838K +6,800 +27%
EIM
181
ExxonMobil Investment Management
Texas
$3.74M -$82.9K -673 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
182
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.7M -$12.3K -100 -0.3%
GH
183
GAM Holding
Switzerland
$3.67M -$222K -1,800 -5%
VRS
184
Virginia Retirement Systems
Virginia
$3.51M +$120K +973 +3%
SGC
185
South Georgia Capital
Illinois
$3.43M +$3.57M +29,000 New
Citadel Advisors
186
Citadel Advisors
Florida
$3.32M +$3.08M +25,010 +815%
PSAMP
187
P. Schoenfeld Asset Management (PSAM)
New York
$3.31M +$3.45M +28,000 New
BFM
188
Boston Financial Management
Massachusetts
$3.22M +$26.5K +215 +0.8%
RA
189
RMR Advisors
Massachusetts
$3.18M – – –
PDN
190
Pensionfund DSM Netherlands
Netherlands
$3.1M +$961K +7,800 +42%
ERM
191
Elm Ridge Management
New York
$3.05M – – –
OTPPB
192
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.87M -$829K -6,730 -22%
OI
193
Oakbrook Investments
Illinois
$2.83M -$127K -1,030 -4%
CPS
194
Counsel Portfolio Services
Ontario, Canada
$2.77M +$357K +2,900 +14%
LMF
195
LMR Master Fund
Cayman Islands
$2.74M +$2.85M +23,162 New
URS
196
Utah Retirement Systems
Utah
$2.73M – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$2.64M +$1.05M +8,492 +61%
VLKIM
198
Van Lanschot Kempen Investment Management
Netherlands
$2.63M +$2.74M +22,246 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$2.61M -$280K -2,275 -9%
US Bancorp
200
US Bancorp
Minnesota
$2.54M -$9.98K -81 -0.4%
6 7
8
9 10

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.