COMMONWEALTH REIT CUM RED PFD SER E (MD)
CWH.PRE
CWH.PRE was delisted on the 31st of July, 2014.
34 hedge funds and large institutions have $204M invested in COMMONWEALTH REIT CUM RED PFD SER E (MD) in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more funds holding
Funds holding: 29 → 34 (+5)
8% more capital invested
Capital invested by funds: $189M → $204M (+$14.4M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.68M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$5.63M |
| 3 |
LPL Financial
San Diego,
California
|
+$361K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$302K |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$8.24M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$8.24M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.02M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$470K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$452K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
26
City National Bank
Beverly Hills,
California
| $218K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $200K | – | – | – |
|
28
Barclays
London,
United Kingdom
| $194K | +$117K | +5,161 | +129% |
|
29
Invesco
Atlanta,
Georgia
| $170K | +$78.8K | +3,490 | +81% |
|
30
Citigroup
New York
| $100K | – | – | – |
|
|
31
AllianceBernstein
Nashville,
Tennessee
| $55K | -$5.02M | -222,500 | -99% |
|
32
Wells Fargo
San Francisco,
California
| $45K | -$158 | -7 | -0.3% |
|
|
OAM
33
Orinda Asset Management
Lafayette,
California
| $44K | +$22.6K | +1,000 | +100% |
|
34
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
|
AIG
35
American International Group
New York
| $6.54K | – | – | – |
|
|
SOAMC
36
Spirit of America Management Corp
Syosset,
New York
| – | -$92K | -4,000 | Closed |
|
|
OC
37
Oakworth Capital
Birmingham,
Alabama
| – | +$226 | +10 | New |
|
CWH.PRE Hedge Fund Activity: Q4 2013 in Review
34 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in COMMONWEALTH REIT CUM RED PFD SER E (MD) (CWH.PRE) for Q4 2013, worth a combined $204M — up 7.6% from $189M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CWH.PRE positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $7.68M. The largest seller was Cohen & Steers, cutting an estimated $8.24M.
- 34 institutional investors held COMMONWEALTH REIT CUM RED PFD SER E (MD) (CWH.PRE) as of Q4 2013, up from 29 in Q3 2013.
- Funds reported $204M of COMMONWEALTH REIT CUM RED PFD SER E (MD) stock for Q4 2013, up 7.6% quarter-over-quarter.
- 6 funds opened new COMMONWEALTH REIT CUM RED PFD SER E (MD) positions in Q4 2013 and 1 closed out, a net change of +5 holders.
- The largest COMMONWEALTH REIT CUM RED PFD SER E (MD) buyer in Q4 2013 was Fidelity Investments, an estimated $7.68M added.
- The largest COMMONWEALTH REIT CUM RED PFD SER E (MD) seller in Q4 2013 was Cohen & Steers, an estimated $8.24M sold.
Based on aggregated 13F filings for Q4 2013.