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CWH.PRD

COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D

Delisted

CWH.PRD was delisted on the 31st of July, 2014.

17 hedge funds and large institutions have $31.4M invested in COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% less funds holding

Funds holding: 4417 (-27)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

85% less capital invested

Capital invested by funds: $213M → $31.4M (-$182M)

90% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
-27
Holders Change %
-61.36%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
2
Reduced
7
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
-$8.92M -355,216 Closed
LIM
27
Longfellow Investment Management
Massachusetts
-$4.7M -186,970 Closed
WAM
28
Wolverine Asset Management
Illinois
-$3.85M -153,182 Closed
PSAMP
29
P. Schoenfeld Asset Management (PSAM)
New York
-$3.77M -150,000 Closed
Invesco
30
Invesco
Georgia
-$3.45M -137,395 Closed
FC
31
FIC Capital
New York
-$3.11M -123,967 Closed
AQR Capital Management
32
AQR Capital Management
Connecticut
-$2.74M -108,000 Closed
Millennium Management
33
Millennium Management
New York
-$2.51M -100,000 Closed
DLG
34
Daniel L. Goodwin
-$2.47M -98,494 Closed
VanEck Associates
35
VanEck Associates
New York
-$1.58M -62,984 Closed
AC
36
Andromeda Capital
New York
-$1.3M -51,703 Closed
HM
37
Harvest Management
New York
-$1.26M -50,000 Closed
Nomura Holdings
38
Nomura Holdings
Japan
-$810K -32,300 Closed
AR
39
Advisory Research
Illinois
-$778K -31,000 Closed
BCM
40
Bluefin Capital Management
New York
-$500K -19,000 Closed
VKH
41
Virtu KCG Holdings
New York
-$216K -8,609 Closed
Barclays
42
Barclays
United Kingdom
-$161K -6,439 Closed
WRM
43
Westport Resources Management
Connecticut
-$23K -900 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$19K -761 Closed
BIM
45
BlackRock Investment Management
Delaware
-$19K -750 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
-$14K -534 Closed
MAA
47
Managed Account Advisors
New Jersey
-$8K -323 Closed
WA
48
WFG Advisors
Texas
-$5K -200 Closed

CWH.PRD Hedge Fund Activity: Q2 2014 in Review

17 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D (CWH.PRD) for Q2 2014, worth a combined $31.4M — down 85% from $213M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CWH.PRD and 3 opened new positions — a net loss of 27 holders — while 7 trimmed existing stakes and 2 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.93M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $35.8M sold.

  • 17 institutional investors held COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D (CWH.PRD) as of Q2 2014, down from 44 in Q1 2014.
  • Funds reported $31.4M of COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D stock for Q2 2014, down 85% quarter-over-quarter.
  • 3 funds opened new COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D positions in Q2 2014 and 30 closed out, a net change of -27 holders.
  • The largest COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $1.93M added.
  • The largest COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D seller in Q2 2014 was Weiss Asset Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2014.