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COPT Defense Properties

243 hedge funds and large institutions have $3.55B invested in COPT Defense Properties in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 102 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 80

21% more call options, than puts

Call options by funds: $305K | Put options by funds: $252K

4% more capital invested

Capital invested by funds: $3.41B → $3.55B (+$136M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

1% less funds holding

Funds holding: 246243 (-3)

2.4% less ownership

Funds ownership: 104.2%101.8% (-2.4%)

Holders
243
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
102
Reduced
80
Closed
22
Calls
$305K
Puts
$252K
Net Calls
+$53K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$542M +$6.28M +184,535 +1%
BlackRock
2
BlackRock
New York
$373M +$15.2M +447,228 +4%
Cohen & Steers
3
Cohen & Steers
New York
$341M +$29.6M +868,765 +10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$245M +$42.9M +1,259,741 +22%
State Street
5
State Street
Massachusetts
$154M -$386K -11,341 -0.3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$131M +$6.79M +199,428 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$130M -$2.92M -85,754 -2%
Deutsche Bank
8
Deutsche Bank
Germany
$105M -$15.1M -442,569 -13%
Wells Fargo
9
Wells Fargo
California
$79.1M +$9.32M +273,738 +14%
CCM
10
Channing Capital Management
Illinois
$65.5M -$2.81M -82,531 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$59.2M -$12.6M -371,266 -18%
Northern Trust
12
Northern Trust
Illinois
$56.3M +$1.3M +38,187 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$56.2M -$12.2M -359,009 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$53.2M +$1.3M +38,331 +3%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$51.4M +$14.7M +431,245 +42%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$48.9M +$2.25M +66,217 +5%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$40M +$9.91M +290,992 +34%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$37.5M -$8.98M -263,841 -20%
Norges Bank
19
Norges Bank
Norway
$37.3M +$1.07M +31,381 +3%
Principal Financial Group
20
Principal Financial Group
Iowa
$35.1M -$30.7M -900,557 -47%
Bank of America
21
Bank of America
North Carolina
$34.7M -$5.26M -154,622 -14%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$34.1M +$1.07M +31,380 +3%
Charles Schwab
23
Charles Schwab
California
$34M +$625K +18,346 +2%
Goldman Sachs
24
Goldman Sachs
New York
$32.7M -$10.5M -306,964 -25%
American Century Companies
25
American Century Companies
Missouri
$29.8M +$20.8M +610,641 +254%

CDP Hedge Fund Activity: Q2 2017 in Review

243 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q2 2017, worth a combined $3.55B — up 4% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CDP and 20 opened new positions — a net loss of 2 holders — while 80 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $42.9M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $82.9M.

  • 243 institutional investors held COPT Defense Properties (CDP) as of Q2 2017, down from 246 in Q1 2017.
  • Funds reported $3.55B of COPT Defense Properties stock for Q2 2017, up 4% quarter-over-quarter.
  • 20 funds opened new COPT Defense Properties positions in Q2 2017 and 22 closed out, a net change of -2 holders.
  • The largest COPT Defense Properties buyer in Q2 2017 was Fidelity Investments, an estimated $42.9M added.
  • The largest COPT Defense Properties seller in Q2 2017 was Lasalle Investment Management Securities, an estimated $82.9M sold.

Based on aggregated 13F filings for Q2 2017.