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AvalonBay Communities
AVB

458 hedge funds and large institutions have $25.2B invested in AvalonBay Communities in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 169 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $23.7B → $25.2B (+$1.48B)

2.59% more ownership

Funds ownership: 97.46% → 100.05% (+2.6%)

1% less funds holding

Funds holding: 462 → 458 (-4)

6% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 180

24% less funds holding in top 10

Funds holding in top 10: 17 → 13 (-4)

49% less call options, than puts

Call options by funds: $47M | Put options by funds: $92.4M

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
11.4%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.32%
New
35
Increased
169
Reduced
180
Closed
31
Calls
$47M
Puts
$92.4M
Net Calls
-$45.4M
Net Calls Change
-$33.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.49B
2
Cohen & Steers
Cohen & Steers
New York
+$440M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$140M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$92.9M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$68.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$61.2M
5
N
Nuveen
North Carolina
-$57.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
Capstone Asset Management
Texas
$3.05M +$87.2K +486 +3%
SLAM
202
Swiss Life Asset Management
$2.99M +$538K +2,999 +23%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$2.98M -$128K -714 -4%
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M -$1.97M -11,000 -41%
WAM
205
World Asset Management
Michigan
$2.9M +$238K +1,325 +9%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$2.85M -$323K -1,800 -10%
FNBT
207
FineMark National Bank & Trust
Florida
$2.84M +$112K +627 +4%
SOAMC
208
Spirit of America Management Corp
New York
$2.8M -$269K -1,500 -9%
JG
209
Jefferies Group
New York
$2.78M +$2.69M +14,992 +9,489%
FCBT
210
First Citizens Bank & Trust
North Carolina
$2.69M +$2.62M +14,623 New
DnB Asset Management
211
DnB Asset Management
Norway
$2.66M +$395K +2,200 +18%
OAM
212
Oppenheimer Asset Management
New York
$2.64M +$2.58M +14,380 New
CWM
213
CIBC World Markets
New York
$2.63M +$876K +4,884 +52%
Citadel Advisors
214
Citadel Advisors
Florida
$2.63M -$14.6M -81,371 -85%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$2.62M – – –
Calamos Advisors
216
Calamos Advisors
Illinois
$2.57M +$110K +611 +5%
MCIM
217
Meadow Creek Investment Management
Georgia
$2.52M +$116K +644 +5%
PFC
218
Phocas Financial Corp
California
$2.42M -$37.5K -209 -2%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$2.28M +$8.07K +45 +0.4%
AAM
220
Advisors Asset Management
Colorado
$2.28M +$1.05M +5,880 +90%
DLA
221
Douglas Lane & Associates
New York
$2.22M -$182K -1,015 -8%
KFS
222
Kissinger Financial Services
Maryland
$2.19M -$28.3K -158 -1%
SG Americas Securities
223
SG Americas Securities
New York
$2.18M -$4.83M -26,906 -69%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$2.17M -$106K -589 -5%
AA
225
ALPS Advisors
Colorado
$1.99M -$249K -1,388 -11%
7 8
9
10 11

AVB Hedge Fund Activity: Q1 2017 in Review

458 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2017, worth a combined $25.2B — up 6.3% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVB positions and 31 closed out — a net gain of 4 holders — while 169 added to existing stakes and 180 trimmed.

The largest buyer was BlackRock, adding an estimated $2.49B. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 458 institutional investors held AvalonBay Communities (AVB) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $25.2B of AvalonBay Communities stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 35 funds opened new AvalonBay Communities positions in Q1 2017 and 31 closed out, a net change of +4 holders.
  • The largest AvalonBay Communities buyer in Q1 2017 was BlackRock, an estimated $2.49B added.
  • The largest AvalonBay Communities seller in Q1 2017 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2017.