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COPT Defense Properties

223 hedge funds and large institutions have $2.01B invested in COPT Defense Properties in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $19K | Put options by funds: $11K

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more capital invested

Capital invested by funds: $1.97B → $2.01B (+$39.4M)

1% more funds holding

Funds holding: 221223 (+2)

2.68% less ownership

Funds ownership: 101.04%98.36% (-2.7%)

Holders
223
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
5.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
25
Increased
107
Reduced
64
Closed
20
Calls
$19K
Puts
$11K
Net Calls
+$8K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$297M +$5.44M +245,090 +2%
LIMS
2
Lasalle Investment Management Securities
Maryland
$123M +$3.3M +148,854 +3%
BC
3
Brookfield Corp
Ontario, Canada
$104M -$3.18M -143,240 -3%
BIT
4
BlackRock Institutional Trust
California
$90.5M +$5.83M +262,533 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$89.1M -$593K -26,705 -0.6%
State Street
6
State Street
Massachusetts
$80.1M +$695K +31,295 +0.9%
BFA
7
BlackRock Fund Advisors
California
$78.9M +$1.93M +86,943 +2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$78.6M -$139K -6,261 -0.2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$77.3M +$4.08M +183,624 +5%
SO
10
STRS Ohio
Ohio
$64.8M +$1.47M +66,424 +2%
Goldman Sachs
11
Goldman Sachs
New York
$64.1M +$8.11M +365,356 +14%
Morgan Stanley
12
Morgan Stanley
New York
$51.2M +$4.49M +202,147 +9%
CCM
13
Channing Capital Management
Illinois
$50.5M +$13.6M +612,683 +36%
VFA
14
Virtus Fund Advisers
Connecticut
$50M +$50.2M +2,260,150 +1,102,512%
KCM
15
Kennedy Capital Management
Missouri
$39.8M +$6.9M +310,839 +21%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$37.1M +$37.7M +1,699,968 New
Northern Trust
17
Northern Trust
Illinois
$36.5M -$2.39M -107,490 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$33.8M +$1.13M +50,869 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$27.7M +$894K +40,261 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.1M +$22M +990,840 +4,293%
RFC
21
Russell Frank Company
Washington
$20.6M +$12.8M +575,340 +163%
DIA
22
Denver Investment Advisors
Colorado
$19M -$1.62M -72,962 -8%
Norges Bank
23
Norges Bank
Norway
$18.5M
Prudential Financial
24
Prudential Financial
New Jersey
$15.9M +$8.61M +388,120 +114%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$15.7M +$82.9K +3,734 +0.5%

CDP Hedge Fund Activity: Q4 2015 in Review

223 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q4 2015, worth a combined $2.01B — up 2% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CDP positions and 20 closed out — a net gain of 5 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was Virtus Fund Advisers, adding an estimated $50.2M. The largest seller was APG Asset Management US, exiting entirely with an estimated $82M sold.

  • 223 institutional investors held COPT Defense Properties (CDP) as of Q4 2015, up from 221 in Q3 2015.
  • Funds reported $2.01B of COPT Defense Properties stock for Q4 2015, up 2% quarter-over-quarter.
  • 25 funds opened new COPT Defense Properties positions in Q4 2015 and 20 closed out, a net change of +5 holders.
  • The largest COPT Defense Properties buyer in Q4 2015 was Virtus Fund Advisers, an estimated $50.2M added.
  • The largest COPT Defense Properties seller in Q4 2015 was APG Asset Management US, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2015.