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COPT Defense Properties

224 hedge funds and large institutions have $2.31B invested in COPT Defense Properties in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 74

6% more funds holding

Funds holding: 211224 (+13)

2% more call options, than puts

Call options by funds: $52K | Put options by funds: $51K

1.6% less ownership

Funds ownership: 104.19%102.59% (-1.6%)

9% less capital invested

Capital invested by funds: $2.54B → $2.31B (-$228M)

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
6.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
87
Reduced
74
Closed
10
Calls
$52K
Puts
$51K
Net Calls
+$1K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$303M +$3.8M +135,719 +1%
Cohen & Steers
2
Cohen & Steers
New York
$250M -$51.1M -1,826,693 -16%
AAMU
3
APG Asset Management US
New York
$203M -$5.6M -200,100 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$145M +$47.3M +1,689,421 +43%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$104M +$18.6M +663,348 +20%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.5M +$1.15M +41,000 +1%
BIT
7
BlackRock Institutional Trust
California
$88.9M +$443K +15,815 +0.5%
BFA
8
BlackRock Fund Advisors
California
$79.5M +$585K +20,919 +0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$69.1M -$13.3M -475,272 -15%
State Street
10
State Street
Massachusetts
$66.8M -$1.67M -59,502 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$60.2M +$12.8M +456,121 +24%
Goldman Sachs
12
Goldman Sachs
New York
$45.9M -$2.88M -102,767 -5%
RIM
13
Rainier Investment Management
Washington
$38.7M +$1.98M +70,890 +5%
Northern Trust
14
Northern Trust
Illinois
$32.5M +$3.44M +122,751 +11%
SO
15
STRS Ohio
Ohio
$29.9M +$7.03M +251,121 +28%
CCM
16
Channing Capital Management
Illinois
$29.7M +$3.98M +142,215 +14%
MNA
17
Manning & Napier Advisors
New York
$29.2M -$4.05M -144,739 -11%
DSA
18
Davis Selected Advisers
Arizona
$29.2M +$3.4M +121,495 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$28.1M +$1.98M +70,659 +7%
Asset Management One
20
Asset Management One
Japan
$27.9M +$1.83M +65,400 +7%
BA
21
BlackRock Advisors
Delaware
$27.7M -$20.1M -719,597 -40%
LI
22
LMCG Investments
Massachusetts
$23.7M +$25.8M +922,042 New
Fisher Asset Management
23
Fisher Asset Management
Washington
$18.3M -$141K -5,045 -0.7%
Deutsche Bank
24
Deutsche Bank
Germany
$18.3M -$324K -11,578 -2%
BG
25
BlackRock Group
United Kingdom
$17.7M -$1.4M -50,102 -7%

CDP Hedge Fund Activity: Q3 2014 in Review

224 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q3 2014, worth a combined $2.31B — down 9% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CDP positions and 10 closed out — a net gain of 14 holders — while 87 added to existing stakes and 74 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $47.3M. The largest seller was Cohen & Steers, cutting an estimated $51.1M.

  • 224 institutional investors held COPT Defense Properties (CDP) as of Q3 2014, up from 211 in Q2 2014.
  • Funds reported $2.31B of COPT Defense Properties stock for Q3 2014, down 9% quarter-over-quarter.
  • 24 funds opened new COPT Defense Properties positions in Q3 2014 and 10 closed out, a net change of +14 holders.
  • The largest COPT Defense Properties buyer in Q3 2014 was JP Morgan Chase, an estimated $47.3M added.
  • The largest COPT Defense Properties seller in Q3 2014 was Cohen & Steers, an estimated $51.1M sold.

Based on aggregated 13F filings for Q3 2014.