We are live on ! Find out more
AVB icon

AvalonBay Communities
AVB

446 hedge funds and large institutions have $22.7B invested in AvalonBay Communities in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 163 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $38.9M

34% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.4B → $22.7B (+$1.26B)

2% more funds holding

Funds holding: 436 → 446 (+10)

0.69% less ownership

Funds ownership: 99.22% → 98.53% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 163

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
11.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.53%
New
51
Increased
158
Reduced
163
Closed
38
Calls
$87.8M
Puts
$38.9M
Net Calls
+$48.9M
Net Calls Change
-$40.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$159M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$143M
3
JP Morgan Chase
JP Morgan Chase
New York
+$102M
4
JHIU
Janus Henderson Investors US
Colorado
+$67.3M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$45.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$358M
2
Deutsche Bank
Deutsche Bank
Germany
-$327M
3
FAM
Fred Alger Management
New York
-$88.7M
4
TA
Teachers Advisors
New York
-$71.6M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.63B +$143M +825,800 +4%
Invesco
2
Invesco
Georgia
$1.21B -$31.5M -182,249 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.02B +$102M +588,625 +11%
State Street
4
State Street
Massachusetts
$1.02B -$60.6M -350,373 -6%
BIT
5
BlackRock Institutional Trust
California
$908M -$4M -23,138 -0.4%
AAMU
6
APG Asset Management US
New York
$854M +$42.8M +247,500 +5%
BFA
7
BlackRock Fund Advisors
California
$749M +$11M +63,935 +2%
Morgan Stanley
8
Morgan Stanley
New York
$691M +$188K +1,088 +0%
LIMS
9
Lasalle Investment Management Securities
Maryland
$631M -$64.6M -373,689 -9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$608M -$7.49M -43,329 -1%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$532M -$7.87M -45,550 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$466M +$36.7M +212,312 +9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$439M +$159M +918,189 +57%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$377M +$28.2M +163,174 +8%
SAMC
15
Shinko Asset Management Company
Japan
$375M -$14.8M -85,666 -4%
Northern Trust
16
Northern Trust
Illinois
$373M +$12M +69,330 +3%
Principal Financial Group
17
Principal Financial Group
Iowa
$325M +$23.5M +135,936 +8%
BG
18
BlackRock Group
United Kingdom
$301M -$18.5M -107,263 -6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$289M +$1.73M +10,011 +0.6%
ACM
20
AEW Capital Management
Massachusetts
$287M -$4.22M -24,400 -1%
N
21
Nuveen
North Carolina
$281M +$5.32M +30,785 +2%
PI
22
PGGM Investments
Netherlands
$250M +$6.25M +36,174 +3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$216M +$11.8M +68,409 +6%
JHIU
24
Janus Henderson Investors US
Colorado
$209M +$67.3M +389,667 +48%
TA
25
Teachers Advisors
New York
$159M -$71.6M -414,199 -31%
1
2 3 4 5

AVB Hedge Fund Activity: Q1 2015 in Review

446 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in AvalonBay Communities (AVB) for Q1 2015, worth a combined $22.7B — up 5.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AVB positions and 38 closed out — a net gain of 13 holders — while 158 added to existing stakes and 163 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $358M.

  • 446 institutional investors held AvalonBay Communities (AVB) as of Q1 2015, up from 436 in Q4 2014.
  • Funds reported $22.7B of AvalonBay Communities stock for Q1 2015, up 5.9% quarter-over-quarter.
  • 51 funds opened new AvalonBay Communities positions in Q1 2015 and 38 closed out, a net change of +13 holders.
  • The largest AvalonBay Communities buyer in Q1 2015 was Wellington Management Group, an estimated $159M added.
  • The largest AvalonBay Communities seller in Q1 2015 was Goldman Sachs, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2015.