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COPT Defense Properties

231 hedge funds and large institutions have $2.85B invested in COPT Defense Properties in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-25
Holders Change %
-9.77%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
82
Reduced
98
Closed
39
Calls
Puts
$376K
Net Calls
-$376K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
201
Riverview Trust Company
Washington
$22K
QCG
202
Quadrant Capital Group
Ohio
$21K +$10.4K +453 +97%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$19K +$232 +10 +1%
NICM
204
Neo Ivy Capital Management
New York
$14K +$14K +588 New
HI
205
Harbour Investments
Wisconsin
$13K
VNA
206
Valley National Advisers
Pennsylvania
$12K
SBL
207
Sargent Bickham Lagudis
Colorado
$12K
MAM
208
Meeder Asset Management
Ohio
$10K -$259K -11,278 -96%
PTC
209
Private Trust Company
Ohio
$10K
WFA
210
Wipfli Financial Advisors
Wisconsin
$9K +$9K +367 New
EWA
211
EverSource Wealth Advisors
Alabama
$8K -$20.2K -837 -72%
HDIM
212
Hanson & Doremus Investment Management
Vermont
$8K
PGAM
213
Princeton Global Asset Management
New Jersey
$6K
APA
214
American Portfolios Advisors
New York
$4.67K
LC
215
Lindbrook Capital
California
$4K -$4.42K -202 -52%
Bessemer Group
216
Bessemer Group
New Jersey
$4K -$203 -8 -5%
CAL
217
Capital Advisors Ltd
Ohio
$4K
CIM
218
Contravisory Investment Management
Massachusetts
$4K
EI
219
Ellevest Inc
New York
$4K +$2.77K +117 +225%
PMFA
220
Plante Moran Financial Advisors
Michigan
$4K +$4K +182 New
CWC
221
Carolinas Wealth Consulting
North Carolina
$3K
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$3K
PA
223
Parallel Advisors
California
$3K +$102 +5 +4%
GWS
224
Glassman Wealth Services
Virginia
$2K -$519 -20 -21%
IA
225
IFP Advisors
Florida
$2K