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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.

41 hedge funds and large institutions have $204M invested in COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

17% more funds holding

Funds holding: 3541 (+6)

2% less capital invested

Capital invested by funds: $208M → $204M (-$3.53M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$31.3M -$17.4M -822,514 -36%
SCRM
2
Security Capital Research & Management
Illinois
$27.6M -$69.7K -3,300 -0.2%
FM
3
Forward Management
California
$18.7M
BFA
4
BlackRock Fund Advisors
California
$17.9M -$840K -39,775 -4%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$17.6M -$17.4M -821,860 -49%
DCMA
6
Daiwa Capital Markets America
New York
$17.6M +$18.1M +857,213 New
TD Asset Management
7
TD Asset Management
Ontario, Canada
$17M +$17.3M +821,100 New
OCM
8
Oaktree Capital Management
California
$12.1M -$1.38M -65,201 -10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$11.2M
USAA
10
United Services Automobile Association
Texas
$9.26M +$761K +36,000 +9%
MAA
11
Managed Account Advisors
New Jersey
$3.38M -$59K -2,793 -2%
Invesco
12
Invesco
Georgia
$3.01M -$464K -21,973 -13%
UCFA
13
United Capital Financial Advisors
Texas
$2.72M +$2.8M +132,750 New
DLG
14
Daniel L. Goodwin
$2.02M -$31.7K -1,500 -2%
EIA
15
Edgemoor Investment Advisors
Maryland
$1.63M -$37.4K -1,770 -2%
VanEck Associates
16
VanEck Associates
New York
$1.12M -$36.5K -1,728 -3%
FC
17
FIC Capital
New York
$984K +$1.01M +47,953 New
WAM
18
Wolverine Asset Management
Illinois
$897K +$221K +10,473 +32%
JP Morgan Chase
19
JP Morgan Chase
New York
$880K +$528K +25,000 +140%
SH
20
Scepter Holdings
Texas
$834K +$859K +40,671 New
DADC
21
D.A. Davidson & Co
Montana
$813K +$838K +39,675 New
MIG
22
Mariner Investment Group
New York
$782K
AR
23
Advisory Research
Illinois
$769K -$148K -7,000 -16%
LPL Financial
24
LPL Financial
California
$703K -$204K -9,672 -22%
GC
25
Gratia Capital
California
$596K +$614K +29,056 New

CWH.PRD Hedge Fund Activity: Q4 2013 in Review

41 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D (CWH.PRD) for Q4 2013, worth a combined $204M — down 1.7% from $208M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CWH.PRD positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $17.3M. The largest seller was Cohen & Steers, cutting an estimated $17.4M.

  • 41 institutional investors held COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D (CWH.PRD) as of Q4 2013, up from 35 in Q3 2013.
  • Funds reported $204M of COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D stock for Q4 2013, down 1.7% quarter-over-quarter.
  • 10 funds opened new COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D positions in Q4 2013 and 3 closed out, a net change of +7 holders.
  • The largest COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D buyer in Q4 2013 was TD Asset Management, an estimated $17.3M added.
  • The largest COMMONWEALTH REIT 6.50% PFD CUMV CONV SHS SER D seller in Q4 2013 was Cohen & Steers, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2013.