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COPT Defense Properties

227 hedge funds and large institutions have $2.78B invested in COPT Defense Properties in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 65

7% more capital invested

Capital invested by funds: $2.59B → $2.78B (+$189M)

3.6% more ownership

Funds ownership: 98.95%102.55% (+3.6%)

3% less funds holding

Funds holding: 233227 (-6)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
6.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
105
Reduced
65
Closed
31
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$387M +$15.6M +528,096 +4%
AAMU
2
APG Asset Management US
New York
$194M -$33.7M -1,139,974 -15%
Deutsche Bank
3
Deutsche Bank
Germany
$126M +$9.84M +332,713 +8%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$118M -$15M -505,783 -11%
BIT
5
BlackRock Institutional Trust
California
$113M +$4.23M +143,225 +4%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M +$507K +17,137 +0.5%
BFA
7
BlackRock Fund Advisors
California
$104M +$3.45M +116,790 +3%
Cohen & Steers
8
Cohen & Steers
New York
$92.8M -$31.3M -1,057,679 -25%
SO
9
STRS Ohio
Ohio
$81.3M +$17.1M +579,109 +26%
BC
10
Brookfield Corp
Ontario, Canada
$80.8M +$81.3M +2,748,763 New
State Street
11
State Street
Massachusetts
$80.4M +$985K +33,313 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$77.1M +$10.7M +362,179 +16%
Goldman Sachs
13
Goldman Sachs
New York
$63.1M +$907K +30,674 +1%
LIMS
14
Lasalle Investment Management Securities
Maryland
$62.1M +$62.5M +2,114,048 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$60.1M +$1.08M +36,510 +2%
Northern Trust
16
Northern Trust
Illinois
$49.3M +$10.7M +362,382 +28%
RIM
17
Rainier Investment Management
Washington
$45.6M +$3.39M +114,820 +8%
CCM
18
Channing Capital Management
Illinois
$44.8M +$7.16M +242,161 +19%
N
19
Nuveen
North Carolina
$38.6M -$6.47M -218,945 -14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$34.3M +$884K +29,889 +3%
Morgan Stanley
21
Morgan Stanley
New York
$32M +$3.16M +106,922 +11%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$30.7M +$27.2M +920,280 +740%
Principal Financial Group
23
Principal Financial Group
Iowa
$26.7M +$12.7M +428,408 +89%
DSA
24
Davis Selected Advisers
Arizona
$26.7M -$5.28M -178,716 -16%
Asset Management One
25
Asset Management One
Japan
$25.4M -$4.44M -150,217 -15%

CDP Hedge Fund Activity: Q1 2015 in Review

227 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q1 2015, worth a combined $2.78B — up 7.3% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CDP and 26 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 105 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $81.3M. The largest seller was JP Morgan Chase, cutting an estimated $105M.

  • 227 institutional investors held COPT Defense Properties (CDP) as of Q1 2015, down from 233 in Q4 2014.
  • Funds reported $2.78B of COPT Defense Properties stock for Q1 2015, up 7.3% quarter-over-quarter.
  • 26 funds opened new COPT Defense Properties positions in Q1 2015 and 31 closed out, a net change of -5 holders.
  • The largest COPT Defense Properties buyer in Q1 2015 was Brookfield Corp, an estimated $81.3M added.
  • The largest COPT Defense Properties seller in Q1 2015 was JP Morgan Chase, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2015.