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COPT Defense Properties

245 hedge funds and large institutions have $3.18B invested in COPT Defense Properties in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 88

8% more capital invested

Capital invested by funds: $2.94B → $3.18B (+$241M)

1.94% more ownership

Funds ownership: 99.66%101.6% (+1.9%)

8% less funds holding

Funds holding: 266245 (-21)

22% less call options, than puts

Call options by funds: $504K | Put options by funds: $648K

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

Holders
245
Holders Change
-21
Holders Change %
-7.89%
% of All Funds
4.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
98
Reduced
88
Closed
41
Calls
$504K
Puts
$648K
Net Calls
-$144K
Net Calls Change
+$622K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$461M +$14M +500,419 +3%
BlackRock
2
BlackRock
New York
$326M -$31.3M -1,120,001 -9%
EARNEST Partners
3
EARNEST Partners
Georgia
$160M +$3.36M +120,085 +2%
State Street
4
State Street
Massachusetts
$157M +$18.6M +665,514 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$157M -$10.2M -365,064 -6%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$138M -$7.64M -273,217 -5%
Victory Capital Management
7
Victory Capital Management
Texas
$116M +$40.4M +1,444,379 +53%
Norges Bank
8
Norges Bank
Norway
$84.1M +$17.3M +619,618 +26%
Bank of America
9
Bank of America
North Carolina
$69.8M +$5.73M +204,843 +9%
Northern Trust
10
Northern Trust
Illinois
$69.7M +$18M +642,547 +35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$67.9M +$17.1M +611,575 +34%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$59.5M +$26.1M +932,943 +78%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$57.7M -$1.19M -42,713 -2%
Charles Schwab
14
Charles Schwab
California
$53.7M +$6.56M +234,797 +14%
FCM
15
Frontier Capital Management
Massachusetts
$51.3M +$1.78M +63,581 +4%
LIMS
16
Lasalle Investment Management Securities
Maryland
$48.6M -$973K -34,808 -2%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$46.8M -$1.21M -43,343 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$45.2M +$5.08M +181,789 +13%
CCM
19
Channing Capital Management
Illinois
$42.5M +$24.8M +887,713 +140%
JP Morgan Chase
20
JP Morgan Chase
New York
$40.3M -$3.87M -138,318 -9%
N
21
Nuveen
North Carolina
$39.6M +$10.3M +367,144 +35%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$34.2M -$864K -30,916 -2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$33.7M +$6.3M +225,379 +23%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$32.6M -$907K -32,446 -3%
FWIA
25
Fort Washington Investment Advisors
Ohio
$29.9M +$2.58M +92,302 +9%

CDP Hedge Fund Activity: Q2 2021 in Review

245 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q2 2021, worth a combined $3.18B — up 8.2% from $2.94B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CDP and 22 opened new positions — a net loss of 19 holders — while 88 trimmed existing stakes and 98 added.

The largest buyer was Victory Capital Management, adding an estimated $40.4M. The largest seller was Heitman Real Estate Securities, exiting entirely with an estimated $34.2M sold.

  • 245 institutional investors held COPT Defense Properties (CDP) as of Q2 2021, down from 266 in Q1 2021.
  • Funds reported $3.18B of COPT Defense Properties stock for Q2 2021, up 8.2% quarter-over-quarter.
  • 22 funds opened new COPT Defense Properties positions in Q2 2021 and 41 closed out, a net change of -19 holders.
  • The largest COPT Defense Properties buyer in Q2 2021 was Victory Capital Management, an estimated $40.4M added.
  • The largest COPT Defense Properties seller in Q2 2021 was Heitman Real Estate Securities, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2021.