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Acadia Realty Trust

193 hedge funds and large institutions have $2.05B invested in Acadia Realty Trust in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

5% more funds holding

Funds holding: 184193 (+9)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.33% less ownership

Funds ownership: 109.06%105.74% (-3.3%)

18% less capital invested

Capital invested by funds: $2.51B → $2.05B (-$458M)

80% less call options, than puts

Call options by funds: $112K | Put options by funds: $559K

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
66
Reduced
61
Closed
18
Calls
$112K
Puts
$559K
Net Calls
-$447K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$3.65M +$497K +18,073 +12%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.42M -$44K -1,600 -1%
Barclays
53
Barclays
United Kingdom
$3.41M -$1.4M -50,844 -26%
SO
54
STRS Ohio
Ohio
$3.32M +$213K +7,738 +6%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$3.31M +$3.83M +139,353 New
Prudential Financial
56
Prudential Financial
New Jersey
$3.16M -$88K -3,200 -2%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$3M +$387K +14,085 +13%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3M +$78.2K +2,844 +2%
ASRS
59
Arizona State Retirement System
Arizona
$2.98M +$202K +7,360 +6%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.94M -$4.81M -174,806 -59%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.91M +$1.82M +66,000 +117%
TIAAOA
62
Teachers Insurance & Annuity Association of America
New York
$2.63M +$204K +7,422 +7%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$2.57M -$319K -11,600 -10%
Comerica Bank
64
Comerica Bank
Texas
$2.25M +$28.5K +1,035 +1%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$2.24M -$149K -5,415 -5%
PI
66
PineBridge Investments
New York
$2.21M -$330K -11,978 -11%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$2.19M -$322K -11,712 -11%
Citigroup
68
Citigroup
New York
$2.19M -$4.58M -166,395 -64%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17M -$33.1K -1,202 -1%
Citadel Advisors
70
Citadel Advisors
Florida
$2.03M +$993K +36,105 +73%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$2.02M -$50.9K -1,850 -2%
TAM
72
Trillium Asset Management
Massachusetts
$1.96M +$79.8K +2,899 +4%
IA
73
IndexIQ Advisors
New York
$1.54M -$208K -7,560 -10%
AIG
74
American International Group
New York
$1.49M -$20.3K -737 -1%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$1.34M

AKR Hedge Fund Activity: Q4 2018 in Review

193 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q4 2018, worth a combined $2.05B — down 18% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AKR positions and 18 closed out — a net gain of 10 holders — while 66 added to existing stakes and 61 trimmed.

The largest buyer was Phocas Financial Corp, opening a new position worth an estimated $14M. The largest seller was Fidelity Investments, cutting an estimated $39.4M.

  • 193 institutional investors held Acadia Realty Trust (AKR) as of Q4 2018, up from 184 in Q3 2018.
  • Funds reported $2.05B of Acadia Realty Trust stock for Q4 2018, down 18% quarter-over-quarter.
  • 28 funds opened new Acadia Realty Trust positions in Q4 2018 and 18 closed out, a net change of +10 holders.
  • The largest Acadia Realty Trust buyer in Q4 2018 was Phocas Financial Corp, an estimated $14M added.
  • The largest Acadia Realty Trust seller in Q4 2018 was Fidelity Investments, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2018.