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AVIV

AVIV REIT INC COM STK (MD)
AVIV

Delisted

AVIV was delisted on the 1st of April, 2015.

81 hedge funds and large institutions have $326M invested in AVIV REIT INC COM STK (MD) in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $300M → $326M (+$25.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

6% less funds holding

Funds holding: 8681 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

75% less call options, than puts

Call options by funds: $568K | Put options by funds: $2.24M

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
27
Reduced
28
Closed
16
Calls
$568K
Puts
$2.24M
Net Calls
-$1.67M
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$44.7M +$32.2M +1,310,207 +227%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.1M +$26.5M +1,076,292 +145%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$42.9M -$11.4M -465,626 -20%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.7M -$3.09M -125,892 -10%
Goldman Sachs
5
Goldman Sachs
New York
$22.6M -$528K -21,479 -2%
Morgan Stanley
6
Morgan Stanley
New York
$16.8M -$6.63M -269,647 -28%
BIT
7
BlackRock Institutional Trust
California
$15M +$2.77M +112,759 +22%
NA
8
NS Advisors
Connecticut
$9.98M +$139K +5,639 +1%
KCM
9
Kennedy Capital Management
Missouri
$9.47M -$454K -18,474 -4%
O
10
OppenheimerFunds
New York
$8.67M +$2.13M +86,790 +31%
JP Morgan Chase
11
JP Morgan Chase
New York
$8.44M -$17.3M -704,750 -66%
BFA
12
BlackRock Fund Advisors
California
$7.18M -$610K -24,810 -8%
RFC
13
Russell Frank Company
Washington
$7.17M +$6.02M +245,050 +451%
AAMU
14
APG Asset Management US
New York
$5.2M +$2.85M +115,792 +112%
Lazard Asset Management
15
Lazard Asset Management
New York
$4.44M +$655K +26,659 +17%
State Street
16
State Street
Massachusetts
$4.14M +$640K +26,024 +18%
Northern Trust
17
Northern Trust
Illinois
$3.85M -$124K -5,029 -3%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$3.33M
BA
19
BlackRock Advisors
Delaware
$2.63M +$92.3K +3,755 +4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.3M +$279K +11,340 +13%
N
21
Nuveen
North Carolina
$2.14M +$1.22M +49,673 +123%
GI
22
GLG Inc
New York
$1.82M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.8M +$399K +16,241 +27%
KAM
24
Keeley Asset Management
Illinois
$1.76M +$103K +4,200 +6%
GGHC
25
Gilder Gagnon Howe & Co
New York
$1.64M -$36.3K -1,479 -2%

AVIV Hedge Fund Activity: Q4 2013 in Review

81 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AVIV REIT INC COM STK (MD) (AVIV) for Q4 2013, worth a combined $326M — up 8.6% from $300M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AVIV and 11 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 27 added.

The largest buyer was Cohen & Steers, adding an estimated $32.2M. The largest seller was JP Morgan Chase, cutting an estimated $17.3M.

  • 81 institutional investors held AVIV REIT INC COM STK (MD) (AVIV) as of Q4 2013, down from 86 in Q3 2013.
  • Funds reported $326M of AVIV REIT INC COM STK (MD) stock for Q4 2013, up 8.6% quarter-over-quarter.
  • 11 funds opened new AVIV REIT INC COM STK (MD) positions in Q4 2013 and 16 closed out, a net change of -5 holders.
  • The largest AVIV REIT INC COM STK (MD) buyer in Q4 2013 was Cohen & Steers, an estimated $32.2M added.
  • The largest AVIV REIT INC COM STK (MD) seller in Q4 2013 was JP Morgan Chase, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2013.