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COPT Defense Properties

236 hedge funds and large institutions have $2.43B invested in COPT Defense Properties in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $932K | Put options by funds: $722K

21% more capital invested

Capital invested by funds: $2.01B → $2.43B (+$418M)

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

6% more funds holding

Funds holding: 223236 (+13)

0.72% more ownership

Funds ownership: 98.36%99.08% (+0.72%)

Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
6.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
38
Increased
93
Reduced
78
Closed
24
Calls
$932K
Puts
$722K
Net Calls
+$210K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$362M +$4.13M +178,154 +1%
LIMS
2
Lasalle Investment Management Securities
Maryland
$141M -$6.15M -265,253 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$105M -$1.88M -81,270 -2%
BIT
4
BlackRock Institutional Trust
California
$104M -$4.66M -201,188 -5%
Goldman Sachs
5
Goldman Sachs
New York
$101M +$20.9M +902,059 +31%
State Street
6
State Street
Massachusetts
$97.9M +$1.49M +64,101 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$97.5M +$4.01M +172,992 +5%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.6M +$116K +5,000 +0.1%
BFA
9
BlackRock Fund Advisors
California
$94.4M -$332K -14,315 -0.4%
BC
10
Brookfield Corp
Ontario, Canada
$77.5M -$41.8M -1,805,960 -38%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.9M +$22.3M +962,667 +62%
CCM
12
Channing Capital Management
Illinois
$61.9M +$1.06M +45,678 +2%
SO
13
STRS Ohio
Ohio
$54M -$21.1M -910,786 -31%
VFA
14
Virtus Fund Advisers
Connecticut
$51.2M -$7.64M -329,855 -15%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$50M +$44.2M +1,906,739 New
KCM
16
Kennedy Capital Management
Missouri
$47.1M -$638K -27,541 -2%
Northern Trust
17
Northern Trust
Illinois
$43M +$760K +32,791 +2%
Morgan Stanley
18
Morgan Stanley
New York
$41.6M -$17.6M -758,905 -32%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$40.1M -$4.01M -172,879 -10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$33.9M +$546K +23,546 +2%
RFC
21
Russell Frank Company
Washington
$26.1M +$1.5M +64,606 +7%
Bank of America
22
Bank of America
North Carolina
$25.2M +$12.3M +532,313 +125%
AAMU
23
Amundi Asset Management US
Massachusetts
$24.2M +$21.4M +923,517 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$23.8M +$18.6M +804,950 +789%
Renaissance Technologies
25
Renaissance Technologies
New York
$23.1M +$8.05M +347,600 +65%

CDP Hedge Fund Activity: Q1 2016 in Review

236 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q1 2016, worth a combined $2.43B — up 21% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CDP positions and 24 closed out — a net gain of 14 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $44.2M. The largest seller was Brookfield Corp, cutting an estimated $41.8M.

  • 236 institutional investors held COPT Defense Properties (CDP) as of Q1 2016, up from 223 in Q4 2015.
  • Funds reported $2.43B of COPT Defense Properties stock for Q1 2016, up 21% quarter-over-quarter.
  • 38 funds opened new COPT Defense Properties positions in Q1 2016 and 24 closed out, a net change of +14 holders.
  • The largest COPT Defense Properties buyer in Q1 2016 was Wellington Management Group, an estimated $44.2M added.
  • The largest COPT Defense Properties seller in Q1 2016 was Brookfield Corp, an estimated $41.8M sold.

Based on aggregated 13F filings for Q1 2016.