We are live on ! Find out more
AVB icon

AvalonBay Communities

451 hedge funds and large institutions have $23.7B invested in AvalonBay Communities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 157 increasing their positions, 180 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $65.2M | Put options by funds: $58.6M

0% less ownership

Funds ownership: 97.67%97.66% (-0%)

2% less capital invested

Capital invested by funds: $24.1B → $23.7B (-$448M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less funds holding

Funds holding: 483451 (-32)

13% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 180

46% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 63

Holders
451
Holders Change
-32
Holders Change %
-6.63%
% of All Funds
12.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
34
Increased
157
Reduced
180
Closed
63
Calls
$65.2M
Puts
$58.6M
Net Calls
+$6.58M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$4M +$180K +1,002 +5%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$3.97M -$3.73M -20,713 -48%
MOACM
203
Mutual of America Capital Management
New York
$3.94M +$1.1M +6,107 +38%
FM
204
Forward Management
California
$3.91M -$78.3K -435 -2%
JIM
205
Jupiter Investment Management
United Kingdom
$3.87M +$3.92M +21,780 New
DILH
206
Dai-ichi Life Holdings
Japan
$3.69M
MYAM
207
Meiji Yasuda Asset Management
Japan
$3.51M +$757K +4,210 +27%
Jacobs Levy Equity Management
208
Jacobs Levy Equity Management
New Jersey
$3.5M -$7.5M -41,712 -68%
TCM
209
Twin Capital Management
Pennsylvania
$3.37M -$52.2K -290 -2%
FWIA
210
Fort Washington Investment Advisors
Ohio
$3.32M -$393K -2,182 -10%
MSA
211
Mason Street Advisors
Wisconsin
$3.3M +$18.2K +101 +0.5%
BFM
212
Boston Financial Management
Massachusetts
$3.25M -$282K -1,567 -8%
SOAMC
213
Spirit of America Management Corp
New York
$3.25M
US Bancorp
214
US Bancorp
Minnesota
$3.21M +$187K +1,041 +6%
AAM
215
Azzad Asset Management
Virginia
$3.18M +$86.4K +480 +3%
ZIG
216
Zurich Insurance Group
Switzerland
$3.17M +$733K +4,072 +30%
TRSOTSOK
217
Teachers Retirement System of the State of Kentucky
Kentucky
$3.08M
GF
218
Gerstein Fisher
New York
$3.06M -$15.3K -85 -0.5%
TAF
219
Tredje AP-fonden
Sweden
$3.01M +$606K +3,367 +25%
WAM
220
World Asset Management
Michigan
$3.01M +$46.1K +256 +2%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$3M -$209K -1,159 -6%
FNBT
222
FineMark National Bank & Trust
Florida
$2.95M +$140K +777 +5%
Brown Advisory
223
Brown Advisory
Maryland
$2.94M -$23K -128 -0.8%
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
$2.93M -$29.1K -162 -1%
KCM
225
Kennedy Capital Management
Missouri
$2.88M -$104K -580 -3%

AVB Hedge Fund Activity: Q3 2016 in Review

451 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q3 2016, worth a combined $23.7B — down 1.9% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of AVB and 34 opened new positions — a net loss of 29 holders — while 180 trimmed existing stakes and 157 added.

The largest buyer was Cohen & Steers, adding an estimated $267M. The largest seller was Wellington Management Group, cutting an estimated $114M.

  • 451 institutional investors held AvalonBay Communities (AVB) as of Q3 2016, down from 483 in Q2 2016.
  • Funds reported $23.7B of AvalonBay Communities stock for Q3 2016, down 1.9% quarter-over-quarter.
  • 34 funds opened new AvalonBay Communities positions in Q3 2016 and 63 closed out, a net change of -29 holders.
  • The largest AvalonBay Communities buyer in Q3 2016 was Cohen & Steers, an estimated $267M added.
  • The largest AvalonBay Communities seller in Q3 2016 was Wellington Management Group, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2016.