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CoreCivic

276 hedge funds and large institutions have $3.45B invested in CoreCivic in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

4% more funds holding

Funds holding: 266276 (+10)

1.61% more ownership

Funds ownership: 91.46%93.07% (+1.6%)

5% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $38.5M

5% less capital invested

Capital invested by funds: $3.65B → $3.45B (-$197M)

23% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 120

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
8.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
43
Increased
92
Reduced
120
Closed
32
Calls
$40.7M
Puts
$38.5M
Net Calls
+$2.1M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$479M +$10.2M +292,708 +2%
LCOV
2
London Company of Virginia
Virginia
$191M +$970K +27,855 +0.5%
Lazard Asset Management
3
Lazard Asset Management
New York
$170M -$3.07M -88,059 -2%
MAA
4
Managed Account Advisors
New Jersey
$143M -$7.61M -218,443 -5%
EIP
5
Epoch Investment Partners
New York
$130M +$48.1M +1,381,007 +52%
BFA
6
BlackRock Fund Advisors
California
$121M -$69.1K -1,985 -0.1%
BIT
7
BlackRock Institutional Trust
California
$116M -$1.97M -56,613 -2%
SP
8
Sarasin & Partners
United Kingdom
$116M +$6.91M +198,507 +6%
American Century Companies
9
American Century Companies
Missouri
$112M +$6.9M +198,051 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$109M +$13.9M +397,906 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$107M +$63.6M +1,824,699 +120%
NSCM
12
New South Capital Management
Tennessee
$105M +$3.1M +88,934 +3%
State Street
13
State Street
Massachusetts
$95.7M -$8.73M -250,533 -8%
Principal Financial Group
14
Principal Financial Group
Iowa
$83.8M -$13.5M -387,846 -13%
Invesco
15
Invesco
Georgia
$53.6M +$171K +4,910 +0.3%
HCM
16
Hamlin Capital Management
New York
$43.7M +$2.77M +79,540 +6%
MP
17
Makaira Partners
California
$41.6M +$3.75M +107,606 +9%
Northern Trust
18
Northern Trust
Illinois
$41.5M +$1.66M +47,638 +4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$39.1M +$4.29M +123,209 +11%
KAM
20
Keeley Asset Management
Illinois
$39M +$5.08M +145,948 +14%
N
21
Nuveen
North Carolina
$34.1M +$12.8M +367,375 +53%
Wells Fargo
22
Wells Fargo
California
$33.8M +$752K +21,600 +2%
Macquarie Group
23
Macquarie Group
Australia
$33M +$2.97M +85,416 +9%
WCMNY
24
Westchester Capital Management (New York)
New York
$32.2M +$35M +1,003,679 New
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$31.8M +$5.79M +166,234 +20%

CXW Hedge Fund Activity: Q4 2013 in Review

276 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CoreCivic (CXW) for Q4 2013, worth a combined $3.45B — down 5.4% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CXW positions and 32 closed out — a net gain of 11 holders — while 92 added to existing stakes and 120 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $63.6M. The largest seller was Balestra Capital, cutting an estimated $27.5M.

  • 276 institutional investors held CoreCivic (CXW) as of Q4 2013, up from 266 in Q3 2013.
  • Funds reported $3.45B of CoreCivic stock for Q4 2013, down 5.4% quarter-over-quarter.
  • 43 funds opened new CoreCivic positions in Q4 2013 and 32 closed out, a net change of +11 holders.
  • The largest CoreCivic buyer in Q4 2013 was Fidelity Investments, an estimated $63.6M added.
  • The largest CoreCivic seller in Q4 2013 was Balestra Capital, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2013.