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COPT Defense Properties

252 hedge funds and large institutions have $2.79B invested in COPT Defense Properties in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 83 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

15% more capital invested

Capital invested by funds: $2.43B → $2.79B (+$356M)

7% more funds holding

Funds holding: 236252 (+16)

0.47% more ownership

Funds ownership: 99.08%99.54% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

63% less call options, than puts

Call options by funds: $164K | Put options by funds: $447K

Holders
252
Holders Change
+16
Holders Change %
+6.78%
% of All Funds
6.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
107
Reduced
83
Closed
15
Calls
$164K
Puts
$447K
Net Calls
-$283K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$423M +$13.5M +503,005 +4%
LIMS
2
Lasalle Investment Management Securities
Maryland
$158M -$563K -20,944 -0.4%
BIT
3
BlackRock Institutional Trust
California
$118M +$1.18M +43,945 +1%
State Street
4
State Street
Massachusetts
$114M +$3.03M +112,947 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$113M +$3.31M +123,070 +3%
BFA
6
BlackRock Fund Advisors
California
$111M +$4.26M +158,513 +4%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M -$2.21M -82,090 -2%
Goldman Sachs
8
Goldman Sachs
New York
$102M -$10.3M -381,951 -10%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$84.8M -$30.5M -1,133,280 -28%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$83M +$7.96M +296,346 +12%
BC
11
Brookfield Corp
Ontario, Canada
$80.2M -$6.43M -239,194 -8%
CCM
12
Channing Capital Management
Illinois
$60.5M -$8.46M -314,684 -13%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$59.4M +$2.73M +101,707 +5%
Northern Trust
14
Northern Trust
Illinois
$54.6M +$3.8M +141,486 +8%
SO
15
STRS Ohio
Ohio
$53.2M -$6.95M -258,596 -13%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$43.1M +$39.2M +1,457,216 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$38.7M +$454K +16,904 +1%
KCM
18
Kennedy Capital Management
Missouri
$37.9M -$13.8M -513,650 -29%
VFA
19
Virtus Fund Advisers
Connecticut
$36.5M -$19M -707,800 -37%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$36.2M -$8.17M -304,059 -20%
Bank of America
21
Bank of America
North Carolina
$33.6M +$4.74M +176,292 +18%
Renaissance Technologies
22
Renaissance Technologies
New York
$31.9M +$5.24M +195,200 +22%
AAMU
23
Amundi Asset Management US
Massachusetts
$30.4M +$2.82M +104,964 +11%
JP Morgan Chase
24
JP Morgan Chase
New York
$29.5M +$18.3M +680,042 +214%
Norges Bank
25
Norges Bank
Norway
$28.5M +$3.13M +116,636 +14%

CDP Hedge Fund Activity: Q2 2016 in Review

252 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q2 2016, worth a combined $2.79B — up 15% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CDP positions and 15 closed out — a net gain of 19 holders — while 107 added to existing stakes and 83 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $39.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.5M.

  • 252 institutional investors held COPT Defense Properties (CDP) as of Q2 2016, up from 236 in Q1 2016.
  • Funds reported $2.79B of COPT Defense Properties stock for Q2 2016, up 15% quarter-over-quarter.
  • 34 funds opened new COPT Defense Properties positions in Q2 2016 and 15 closed out, a net change of +19 holders.
  • The largest COPT Defense Properties buyer in Q2 2016 was Cramer Rosenthal McGlynn, an estimated $39.2M added.
  • The largest COPT Defense Properties seller in Q2 2016 was T. Rowe Price Associates, an estimated $30.5M sold.

Based on aggregated 13F filings for Q2 2016.