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COPT Defense Properties

226 hedge funds and large institutions have $2.22B invested in COPT Defense Properties in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $323K | Put options by funds: $162K

69% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 62

0% less funds holding

Funds holding: 227226 (-1)

0.75% less ownership

Funds ownership: 102.55%101.8% (-0.75%)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

20% less capital invested

Capital invested by funds: $2.78B → $2.22B (-$560M)

Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
105
Reduced
62
Closed
29
Calls
$323K
Puts
$162K
Net Calls
+$161K
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$310M +$114K +4,273 +0%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$102M +$7.71M +289,512 +7%
BIT
3
BlackRock Institutional Trust
California
$92.8M +$2.75M +103,402 +3%
AAMU
4
APG Asset Management US
New York
$91.7M -$71.9M -2,699,567 -41%
BC
5
Brookfield Corp
Ontario, Canada
$91.6M +$30.4M +1,142,063 +42%
State Street
6
State Street
Massachusetts
$88.4M +$27.1M +1,016,327 +37%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$87.1M +$70.8M +2,657,580 +254%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$85M -$1.43M -53,680 -1%
BFA
9
BlackRock Fund Advisors
California
$83.3M -$377K -14,155 -0.4%
Cohen & Steers
10
Cohen & Steers
New York
$80.2M +$6.61M +248,112 +8%
LIMS
11
Lasalle Investment Management Securities
Maryland
$74.5M +$27.9M +1,048,737 +50%
SO
12
STRS Ohio
Ohio
$68.3M +$3.59M +134,823 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62.1M +$309K +11,589 +0.4%
Goldman Sachs
14
Goldman Sachs
New York
$53.3M +$3.05M +114,646 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$52.7M +$5.16M +193,731 +9%
Northern Trust
16
Northern Trust
Illinois
$39.5M -$72.9K -2,737 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$37.9M +$13.9M +521,614 +48%
CCM
18
Channing Capital Management
Illinois
$36.3M +$444K +16,663 +1%
KCM
19
Kennedy Capital Management
Missouri
$27.8M +$11.5M +430,242 +57%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$27.6M +$171K +6,408 +0.5%
RIM
21
Rainier Investment Management
Washington
$26.6M -$11.3M -422,620 -27%
Renaissance Technologies
22
Renaissance Technologies
New York
$22.3M +$11.6M +433,900 +84%
Deutsche Bank
23
Deutsche Bank
Germany
$20.8M -$90.4M -3,394,995 -79%
LI
24
LMCG Investments
Massachusetts
$20M +$2.95M +110,780 +15%
Norges Bank
25
Norges Bank
Norway
$20M

CDP Hedge Fund Activity: Q2 2015 in Review

226 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q2 2015, worth a combined $2.22B — down 20% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CDP and 28 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 105 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $70.8M. The largest seller was Deutsche Bank, cutting an estimated $90.4M.

  • 226 institutional investors held COPT Defense Properties (CDP) as of Q2 2015, down from 227 in Q1 2015.
  • Funds reported $2.22B of COPT Defense Properties stock for Q2 2015, down 20% quarter-over-quarter.
  • 28 funds opened new COPT Defense Properties positions in Q2 2015 and 29 closed out, a net change of -1 holder.
  • The largest COPT Defense Properties buyer in Q2 2015 was T. Rowe Price Associates, an estimated $70.8M added.
  • The largest COPT Defense Properties seller in Q2 2015 was Deutsche Bank, an estimated $90.4M sold.

Based on aggregated 13F filings for Q2 2015.