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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B +$27.8M +225,979 +1%
Invesco
2
Invesco
Georgia
$814M +$30.1M +244,636 +4%
State Street
3
State Street
Massachusetts
$645M +$21.9M +177,668 +3%
Goldman Sachs
4
Goldman Sachs
New York
$616M +$39.5M +320,314 +7%
AAMU
5
APG Asset Management US
New York
$567M +$10.7M +86,495 +2%
BIT
6
BlackRock Institutional Trust
California
$556M +$16.3M +132,375 +3%
LIMS
7
Lasalle Investment Management Securities
Maryland
$489M +$4.01M +32,540 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$472M -$99.2M -805,143 -17%
Morgan Stanley
9
Morgan Stanley
New York
$463M +$18.5M +150,363 +4%
BFA
10
BlackRock Fund Advisors
California
$398M -$17.2M -139,852 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$395M +$78.1M +633,612 +23%
Deutsche Bank
12
Deutsche Bank
Germany
$300M +$31.2M +253,038 +11%
JP Morgan Chase
13
JP Morgan Chase
New York
$296M +$155M +1,256,571 +101%
SAMC
14
Shinko Asset Management Company
Japan
$260M +$28.4M +230,377 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$252M -$65.7M -533,538 -20%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$247M -$78.3M -635,494 -23%
Northern Trust
17
Northern Trust
Illinois
$230M +$7.28M +59,055 +3%
ACI
18
AMP Capital Investors
Australia
$183M -$39.5M -320,667 -17%
Cohen & Steers
19
Cohen & Steers
New York
$183M -$2.83M -22,960 -1%
BG
20
BlackRock Group
United Kingdom
$181M +$14.5M +117,679 +8%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$175M -$15M -121,700 -8%
DCMA
22
Daiwa Capital Markets America
New York
$175M +$182M +1,477,834 New
ACM
23
AEW Capital Management
Massachusetts
$173M +$5.64M +45,800 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$169M +$9.92M +80,489 +6%
TA
25
Teachers Advisors
New York
$141M +$3.06M +24,870 +2%
1
2 3 4 5

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.