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COPT Defense Properties

231 hedge funds and large institutions have $2.85B invested in COPT Defense Properties in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 106.02%107.63% (+1.6%)

10% less funds holding

Funds holding: 256231 (-25)

10% less capital invested

Capital invested by funds: $3.16B → $2.85B (-$317M)

16% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 98

62% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 39

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $376K

Holders
231
Holders Change
-25
Holders Change %
-9.77%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
82
Reduced
98
Closed
39
Calls
Puts
$376K
Net Calls
-$376K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$391M -$5.15M -196,580 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M +$2.7M +103,136 +0.6%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$164M -$857K -32,692 -0.5%
State Street
4
State Street
Massachusetts
$156M -$130K -4,952 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$137M -$56.2K -2,144 -0%
EARNEST Partners
6
EARNEST Partners
Georgia
$125M +$1.89M +72,105 +1%
Victory Capital Management
7
Victory Capital Management
Texas
$105M -$4.94M -188,481 -4%
RC
8
Resolution Capital
Australia
$103M +$52.7M +2,010,768 +83%
WHG
9
Westwood Holdings Group
Texas
$62.9M +$11.8M +449,102 +20%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$61.4M +$28.6M +1,092,463 +70%
CCM
11
Channing Capital Management
Illinois
$57M -$13.4M -511,564 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52.4M +$222K +8,476 +0.4%
Bank of America
13
Bank of America
North Carolina
$52.1M +$15.1K +578 +0%
Northern Trust
14
Northern Trust
Illinois
$47.9M -$1.15M -43,774 -2%
RGREA
15
Ranger Global Real Estate Advisors
Colorado
$45.2M -$361K -13,769 -3%
Millennium Management
16
Millennium Management
New York
$43.9M -$313K -11,931 -0.6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$43.9M -$2.38M -90,761 -5%
Charles Schwab
18
Charles Schwab
California
$40.5M +$969K +36,966 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$39.4M +$424K +16,189 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$38.8M +$2.78M +106,083 +7%
FCM
21
Frontier Capital Management
Massachusetts
$33.8M -$2.51M -95,915 -6%
SEI Investments
22
SEI Investments
Pennsylvania
$32.2M +$7.42M +283,347 +26%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$28.4M -$2.48M -94,783 -7%
FWIA
24
Fort Washington Investment Advisors
Ohio
$25.6M -$1.1M -42,107 -4%
Norges Bank
25
Norges Bank
Norway
$25.2M +$428K +16,347 +2%

CDP Hedge Fund Activity: Q3 2022 in Review

231 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q3 2022, worth a combined $2.85B — down 10% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of CDP and 15 opened new positions — a net loss of 24 holders — while 98 trimmed existing stakes and 82 added.

The largest buyer was Resolution Capital, adding an estimated $52.7M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $15.5M.

  • 231 institutional investors held COPT Defense Properties (CDP) as of Q3 2022, down from 256 in Q2 2022.
  • Funds reported $2.85B of COPT Defense Properties stock for Q3 2022, down 10% quarter-over-quarter.
  • 15 funds opened new COPT Defense Properties positions in Q3 2022 and 39 closed out, a net change of -24 holders.
  • The largest COPT Defense Properties buyer in Q3 2022 was Resolution Capital, an estimated $52.7M added.
  • The largest COPT Defense Properties seller in Q3 2022 was Sumitomo Mitsui Trust Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.