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COPT Defense Properties

243 hedge funds and large institutions have $3.1B invested in COPT Defense Properties in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $264K | Put options by funds: $248K

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.93% more ownership

Funds ownership: 101.6%102.54% (+0.93%)

1% less funds holding

Funds holding: 245243 (-2)

2% less capital invested

Capital invested by funds: $3.18B → $3.1B (-$77.5M)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

Holders
243
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
80
Reduced
93
Closed
26
Calls
$264K
Puts
$248K
Net Calls
+$16K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$464M +$157M +5,527,197 +47%
Vanguard Group
2
Vanguard Group
Pennsylvania
$444M +$17.5K +614 +0%
EARNEST Partners
3
EARNEST Partners
Georgia
$157M +$3.33M +117,037 +2%
State Street
4
State Street
Massachusetts
$153M +$1.49M +52,301 +0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M -$528K -18,542 -0.3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$132M -$1.6M -56,342 -1%
Victory Capital Management
7
Victory Capital Management
Texas
$114M +$1.6M +56,355 +1%
Bank of America
8
Bank of America
North Carolina
$64.7M -$2.74M -96,375 -4%
Northern Trust
9
Northern Trust
Illinois
$64.1M -$3.28M -115,387 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$57.9M -$7.91M -277,889 -11%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$57.7M +$319K +11,209 +0.5%
CCM
12
Channing Capital Management
Illinois
$56.8M +$16.7M +585,450 +39%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55.8M +$176K +6,178 +0.3%
Charles Schwab
14
Charles Schwab
California
$50.9M -$966K -33,922 -2%
FCM
15
Frontier Capital Management
Massachusetts
$48.1M -$1.37M -48,108 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$41.7M -$2M -70,124 -4%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$38.5M +$6.38M +224,314 +19%
LIMS
18
Lasalle Investment Management Securities
Maryland
$37.4M -$10M -351,427 -20%
N
19
Nuveen
North Carolina
$36.6M -$1.7M -59,723 -4%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$36.6M -$9.06M -318,289 -19%
JP Morgan Chase
21
JP Morgan Chase
New York
$35.1M -$3.94M -138,441 -10%
Norges Bank
22
Norges Bank
Norway
$30.9M -$52.9M -1,859,822 -62%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$30.2M -$1.34M -47,223 -4%
FWIA
24
Fort Washington Investment Advisors
Ohio
$29.1M +$209K +7,347 +0.7%
Invesco
25
Invesco
Georgia
$25.6M -$1.66M -58,218 -6%

CDP Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q3 2021, worth a combined $3.1B — down 2.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CDP positions and 26 closed out — a net gain of 1 holder — while 80 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $157M. The largest seller was Norges Bank, cutting an estimated $52.9M.

  • 243 institutional investors held COPT Defense Properties (CDP) as of Q3 2021, down from 245 in Q2 2021.
  • Funds reported $3.1B of COPT Defense Properties stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 27 funds opened new COPT Defense Properties positions in Q3 2021 and 26 closed out, a net change of +1 holder.
  • The largest COPT Defense Properties buyer in Q3 2021 was BlackRock, an estimated $157M added.
  • The largest COPT Defense Properties seller in Q3 2021 was Norges Bank, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2021.