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COPT Defense Properties

248 hedge funds and large institutions have $2.89B invested in COPT Defense Properties in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $1.36M

9% more capital invested

Capital invested by funds: $2.66B → $2.89B (+$228M)

1.16% less ownership

Funds ownership: 100.16%99% (-1.2%)

3% less funds holding

Funds holding: 255248 (-7)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

27% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 109

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
248
Holders Change
-7
Holders Change %
-2.75%
% of All Funds
4.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
80
Reduced
109
Closed
36
Calls
$4.45M
Puts
$1.36M
Net Calls
+$3.09M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$406M +$5.17M +204,914 +1%
BlackRock
2
BlackRock
New York
$326M +$8.35M +331,081 +3%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$172M +$149M +5,926,466 +901%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$170M -$65.5M -2,595,918 -28%
EARNEST Partners
5
EARNEST Partners
Georgia
$128M +$27.3M +1,082,701 +28%
State Street
6
State Street
Massachusetts
$128M -$1.43M -56,724 -1%
FCM
7
Frontier Capital Management
Massachusetts
$65M -$3.9M -154,598 -6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$64.9M -$34.6M -1,371,412 -36%
Victory Capital Management
9
Victory Capital Management
Texas
$59.3M +$40.6M +1,609,208 +242%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$58.1M +$2.73M +108,131 +5%
Citadel Advisors
11
Citadel Advisors
Florida
$54.1M -$5.02M -198,884 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$53.5M -$63.7M -2,527,079 -55%
Northern Trust
13
Northern Trust
Illinois
$52.7M -$1.17M -46,498 -2%
Bank of America
14
Bank of America
North Carolina
$47.4M +$42.6M +1,687,769 +1,310%
CCM
15
Channing Capital Management
Illinois
$46.4M +$14.5M +573,621 +48%
Charles Schwab
16
Charles Schwab
California
$44.6M +$3.14M +124,616 +8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$43.4M -$750K -29,723 -2%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$43.3M -$2.61M -103,549 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$40.1M -$665K -26,379 -2%
Norges Bank
20
Norges Bank
Norway
$38.5M
JP Morgan Chase
21
JP Morgan Chase
New York
$32.8M +$6.23M +247,091 +24%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$32M +$229K +9,060 +0.7%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$31.2M -$14.2M -562,880 -32%
LIMS
24
Lasalle Investment Management Securities
Maryland
$30.3M -$14.7M -581,380 -33%
WCP
25
Waterfront Capital Partners
New York
$29.3M +$13.8M +546,755 +95%

CDP Hedge Fund Activity: Q4 2020 in Review

248 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q4 2020, worth a combined $2.89B — up 8.6% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of CDP and 30 opened new positions — a net loss of 6 holders — while 109 trimmed existing stakes and 80 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $65.5M.

  • 248 institutional investors held COPT Defense Properties (CDP) as of Q4 2020, down from 255 in Q3 2020.
  • Funds reported $2.89B of COPT Defense Properties stock for Q4 2020, up 8.6% quarter-over-quarter.
  • 30 funds opened new COPT Defense Properties positions in Q4 2020 and 36 closed out, a net change of -6 holders.
  • The largest COPT Defense Properties buyer in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $149M added.
  • The largest COPT Defense Properties seller in Q4 2020 was Fidelity Investments, an estimated $65.5M sold.

Based on aggregated 13F filings for Q4 2020.