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COPT Defense Properties

253 hedge funds and large institutions have $2.65B invested in COPT Defense Properties in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 252253 (+1)

0.33% less ownership

Funds ownership: 99.54%99.22% (-0.33%)

5% less capital invested

Capital invested by funds: $2.79B → $2.65B (-$134M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
253
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
30
Increased
95
Reduced
85
Closed
28
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M +$7.04M +243,550 +2%
LIMS
2
Lasalle Investment Management Securities
Maryland
$152M +$797K +27,572 +0.5%
State Street
3
State Street
Massachusetts
$117M +$7.97M +275,647 +7%
BFA
4
BlackRock Fund Advisors
California
$112M +$5.31M +183,818 +5%
BIT
5
BlackRock Institutional Trust
California
$109M -$3.75M -129,635 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$93.3M +$14M +486,076 +17%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$88.6M -$20.6M -713,354 -19%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$77.2M -$4.17M -144,450 -5%
Goldman Sachs
9
Goldman Sachs
New York
$74.3M -$24.1M -834,160 -24%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$71.5M -$29M -1,002,060 -28%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$61.4M +$20.4M +706,986 +49%
Renaissance Technologies
12
Renaissance Technologies
New York
$55.3M +$25.3M +875,000 +81%
CCM
13
Channing Capital Management
Illinois
$53.6M -$4.51M -156,017 -8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$53.4M -$3.6M -124,645 -6%
Northern Trust
15
Northern Trust
Illinois
$50.6M -$1.78M -61,569 -3%
Deutsche Bank
16
Deutsche Bank
Germany
$50.5M +$44.3M +1,532,546 +613%
Principal Financial Group
17
Principal Financial Group
Iowa
$47.7M +$37.1M +1,285,229 +324%
JP Morgan Chase
18
JP Morgan Chase
New York
$45.9M +$18M +621,890 +62%
SO
19
STRS Ohio
Ohio
$40.8M -$10.3M -357,595 -20%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$36.6M -$491K -16,975 -1%
Bank of America
21
Bank of America
North Carolina
$34.3M +$2.15M +74,495 +7%
Charles Schwab
22
Charles Schwab
California
$32.8M +$13.4M +463,885 +67%
KCM
23
Kennedy Capital Management
Missouri
$31.9M -$4.59M -158,713 -12%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$30.2M -$4.57M -157,996 -13%
DIA
25
Denver Investment Advisors
Colorado
$26.5M -$255K -8,829 -0.9%

CDP Hedge Fund Activity: Q3 2016 in Review

253 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q3 2016, worth a combined $2.65B — down 4.8% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CDP positions and 28 closed out — a net gain of 2 holders — while 95 added to existing stakes and 85 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $44.3M. The largest seller was Brookfield Corp, exiting entirely with an estimated $80.2M sold.

  • 253 institutional investors held COPT Defense Properties (CDP) as of Q3 2016, up from 252 in Q2 2016.
  • Funds reported $2.65B of COPT Defense Properties stock for Q3 2016, down 4.8% quarter-over-quarter.
  • 30 funds opened new COPT Defense Properties positions in Q3 2016 and 28 closed out, a net change of +2 holders.
  • The largest COPT Defense Properties buyer in Q3 2016 was Deutsche Bank, an estimated $44.3M added.
  • The largest COPT Defense Properties seller in Q3 2016 was Brookfield Corp, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2016.