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CoreCivic

268 hedge funds and large institutions have $3.52B invested in CoreCivic in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $18M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 102

6% more capital invested

Capital invested by funds: $3.32B → $3.52B (+$199M)

0.78% more ownership

Funds ownership: 91.62%92.4% (+0.78%)

4% less funds holding

Funds holding: 278268 (-10)

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
268
Holders Change
-10
Holders Change %
-3.6%
% of All Funds
7.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
21
Increased
116
Reduced
102
Closed
30
Calls
$30.4M
Puts
$18M
Net Calls
+$12.4M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$525M +$13.1M +402,292 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M +$50.8M +1,556,058 +29%
LCOV
3
London Company of Virginia
Virginia
$194M -$1.56M -47,878 -0.8%
Lazard Asset Management
4
Lazard Asset Management
New York
$176M -$2.56M -78,422 -1%
MAA
5
Managed Account Advisors
New Jersey
$175M +$5.15M +157,806 +3%
EIP
6
Epoch Investment Partners
New York
$144M +$7.42M +227,378 +5%
BFA
7
BlackRock Fund Advisors
California
$132M +$9.95M +304,891 +8%
American Century Companies
8
American Century Companies
Missouri
$132M +$2.4M +73,381 +2%
BIT
9
BlackRock Institutional Trust
California
$123M +$3.11M +95,322 +3%
NSCM
10
New South Capital Management
Tennessee
$113M -$877K -26,880 -0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$101M -$11.2M -344,493 -10%
State Street
12
State Street
Massachusetts
$96.2M -$1.69M -51,765 -2%
Principal Financial Group
13
Principal Financial Group
Iowa
$94.8M +$6.16M +188,871 +7%
Invesco
14
Invesco
Georgia
$56.8M +$4.59M +140,565 +9%
HCM
15
Hamlin Capital Management
New York
$52.4M +$4.65M +142,437 +10%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$45.7M +$7.35M +225,242 +19%
Northern Trust
17
Northern Trust
Illinois
$43.9M -$593K -18,164 -1%
MP
18
Makaira Partners
California
$42.3M -$355K -10,865 -0.8%
Macquarie Group
19
Macquarie Group
Australia
$39.7M +$11.4M +349,384 +41%
HCMT
20
Highland Capital Management (Texas)
Texas
$38.5M +$2.02M +61,800 +6%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$37.2M +$2.06M +62,975 +6%
Wells Fargo
22
Wells Fargo
California
$35.5M +$2.27M +69,673 +7%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$31.1M -$6.82M -209,032 -18%
LDB
24
Lee, Danner & Bass
Tennessee
$29.5M +$11.8K +362 +0%
SP
25
Sarasin & Partners
United Kingdom
$26M -$42M -1,286,993 -62%

CXW Hedge Fund Activity: Q2 2014 in Review

268 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CoreCivic (CXW) for Q2 2014, worth a combined $3.52B — up 6% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CXW and 21 opened new positions — a net loss of 9 holders — while 102 trimmed existing stakes and 116 added.

The largest buyer was Fidelity Investments, adding an estimated $50.8M. The largest seller was Sarasin & Partners, cutting an estimated $42M.

  • 268 institutional investors held CoreCivic (CXW) as of Q2 2014, down from 278 in Q1 2014.
  • Funds reported $3.52B of CoreCivic stock for Q2 2014, up 6% quarter-over-quarter.
  • 21 funds opened new CoreCivic positions in Q2 2014 and 30 closed out, a net change of -9 holders.
  • The largest CoreCivic buyer in Q2 2014 was Fidelity Investments, an estimated $50.8M added.
  • The largest CoreCivic seller in Q2 2014 was Sarasin & Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2014.