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COPT Defense Properties

239 hedge funds and large institutions have $2.74B invested in COPT Defense Properties in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $95K | Put options by funds: $52K

2% less capital invested

Capital invested by funds: $2.8B → $2.74B (-$57M)

2.56% less ownership

Funds ownership: 105.07%102.51% (-2.6%)

4% less funds holding

Funds holding: 248239 (-9)

14% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 99

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
3.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
85
Reduced
99
Closed
32
Calls
$95K
Puts
$52K
Net Calls
+$43K
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$448M +$42.9M +1,840,542 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$395M -$9.38M -402,519 -2%
State Street
3
State Street
Massachusetts
$164M -$410K -17,598 -0.3%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M -$17.5M -748,595 -13%
EARNEST Partners
5
EARNEST Partners
Georgia
$115M -$12M -515,133 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$108M -$21.3M -914,318 -17%
Victory Capital Management
7
Victory Capital Management
Texas
$104M +$6.19M +265,389 +6%
WHG
8
Westwood Holdings Group
Texas
$73.2M +$663K +28,454 +0.9%
CCM
9
Channing Capital Management
Illinois
$72.6M -$2.45M -104,971 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59.6M +$2.55M +109,461 +5%
RC
11
Resolution Capital
Australia
$58.8M -$26.3M -1,127,786 -31%
Bank of America
12
Bank of America
North Carolina
$53.4M -$1.92M -82,356 -4%
Northern Trust
13
Northern Trust
Illinois
$44.3M -$1.03M -44,108 -2%
Charles Schwab
14
Charles Schwab
California
$44M +$1.21M +51,724 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$37.5M +$452K +19,404 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$36M -$1.82M -78,021 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.5M -$659K -28,260 -2%
FCM
18
Frontier Capital Management
Massachusetts
$31.8M -$519K -22,278 -2%
SEI Investments
19
SEI Investments
Pennsylvania
$30.4M -$1.88M -80,668 -6%
WCP
20
Waterfront Capital Partners
New York
$27.4M +$26.9M +1,154,100 New
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$27.1M +$18.5M +795,214 +229%
FWIA
22
Fort Washington Investment Advisors
Ohio
$25.1M -$394K -16,910 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$23.6M +$232K +9,934 +1%
DDPIC
24
Deroy & Devereaux Private Investment Counsel
Michigan
$21.9M +$29.6K +1,271 +0.1%
Morgan Stanley
25
Morgan Stanley
New York
$19.8M -$2.14M -91,997 -10%

CDP Hedge Fund Activity: Q2 2023 in Review

239 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in COPT Defense Properties (CDP) for Q2 2023, worth a combined $2.74B — down 2% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CDP and 23 opened new positions — a net loss of 9 holders — while 99 trimmed existing stakes and 85 added.

The largest buyer was BlackRock, adding an estimated $42.9M. The largest seller was Resolution Capital, cutting an estimated $26.3M.

  • 239 institutional investors held COPT Defense Properties (CDP) as of Q2 2023, down from 248 in Q1 2023.
  • Funds reported $2.74B of COPT Defense Properties stock for Q2 2023, down 2% quarter-over-quarter.
  • 23 funds opened new COPT Defense Properties positions in Q2 2023 and 32 closed out, a net change of -9 holders.
  • The largest COPT Defense Properties buyer in Q2 2023 was BlackRock, an estimated $42.9M added.
  • The largest COPT Defense Properties seller in Q2 2023 was Resolution Capital, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2023.