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CoreCivic

266 hedge funds and large institutions have $3.65B invested in CoreCivic in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 77

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

2.18% more ownership

Funds ownership: 89.28%91.46% (+2.2%)

5% more capital invested

Capital invested by funds: $3.48B → $3.65B (+$169M)

1% more call options, than puts

Call options by funds: $15.8M | Put options by funds: $15.7M

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

1% less funds holding

Funds holding: 270266 (-4)

Holders
266
Holders Change
-4
Holders Change %
-1.48%
% of All Funds
8.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.29%
New
45
Increased
124
Reduced
77
Closed
46
Calls
$15.8M
Puts
$15.7M
Net Calls
+$112K
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$506M -$41.8K -1,246 -0%
LCOV
2
London Company of Virginia
Virginia
$205M +$795K +23,718 +0.4%
Lazard Asset Management
3
Lazard Asset Management
New York
$186M +$62.6M +1,869,272 +53%
MAA
4
Managed Account Advisors
New Jersey
$161M +$17.7M +527,645 +13%
BFA
5
BlackRock Fund Advisors
California
$131M +$1.24M +37,084 +1%
BIT
6
BlackRock Institutional Trust
California
$127M -$3.07M -91,526 -2%
SP
7
Sarasin & Partners
United Kingdom
$118M -$4.63M -138,036 -4%
American Century Companies
8
American Century Companies
Missouri
$113M +$13.2M +392,621 +14%
State Street
9
State Street
Massachusetts
$112M +$991K +29,572 +0.9%
NSCM
10
New South Capital Management
Tennessee
$110M -$3.26M -97,402 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$104M +$8.56M +255,407 +9%
Principal Financial Group
12
Principal Financial Group
Iowa
$104M -$14.4M -430,911 -13%
EIP
13
Epoch Investment Partners
New York
$92.2M +$89.5M +2,669,445 New
Invesco
14
Invesco
Georgia
$57.5M -$359K -10,716 -0.6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$52.7M +$12.6M +376,589 +33%
HCM
16
Hamlin Capital Management
New York
$44.3M +$15.8M +471,230 +58%
Northern Trust
17
Northern Trust
Illinois
$43.1M +$1.15M +34,206 +3%
MP
18
Makaira Partners
California
$41.1M +$11.8M +353,020 +42%
BC
19
Balestra Capital
New York
$38M +$36.9M +1,100,743 New
Neuberger Berman Group
20
Neuberger Berman Group
New York
$37.8M +$16.7M +497,162 +83%
KAM
21
Keeley Asset Management
Illinois
$37M +$235K +7,012 +0.7%
SB
22
Suntrust Banks
Georgia
$36.1M +$228K +6,800 +0.7%
Wells Fargo
23
Wells Fargo
California
$35.7M +$11M +329,317 +47%
CS
24
Credit Suisse
Switzerland
$34.2M -$39.8M -1,187,430 -55%
Macquarie Group
25
Macquarie Group
Australia
$32.6M +$15.9M +474,634 +101%

CXW Hedge Fund Activity: Q3 2013 in Review

266 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CoreCivic (CXW) for Q3 2013, worth a combined $3.65B — up 4.9% from $3.48B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of CXW and 45 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 124 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $89.5M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $93.3M sold.

  • 266 institutional investors held CoreCivic (CXW) as of Q3 2013, down from 270 in Q2 2013.
  • Funds reported $3.65B of CoreCivic stock for Q3 2013, up 4.9% quarter-over-quarter.
  • 45 funds opened new CoreCivic positions in Q3 2013 and 46 closed out, a net change of -1 holder.
  • The largest CoreCivic buyer in Q3 2013 was Epoch Investment Partners, an estimated $89.5M added.
  • The largest CoreCivic seller in Q3 2013 was Systematic Financial Management, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2013.