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EPR Properties 5.75% Series C Preferred Shares

23 hedge funds and large institutions have $80.6M invested in EPR Properties 5.75% Series C Preferred Shares in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding

Funds holding: 2123 (+2)

2.44% more ownership

Funds ownership: 59.72%62.16% (+2.4%)

3% more capital invested

Capital invested by funds: $78.5M → $80.6M (+$2.07M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
6
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$22.3M +$6.66M +290,281 +40%
PI
2
Putnam Investments
Massachusetts
$8.8M +$1.49M +65,000 +20%
MIG
3
Mariner Investment Group
New York
$8.08M -$3.9M -170,242 -32%
Deutsche Bank
4
Deutsche Bank
Germany
$7.62M
OCM
5
Oaktree Capital Management
California
$6.09M -$2.87M -125,000 -31%
FM
6
Forward Management
California
$5.48M
CCM
7
Cutler Capital Management
Massachusetts
$4.03M
OFG
8
OTA Financial Group
New York
$3.44M +$3.43M +149,518 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.97M
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.48M
IGIM
11
I.G. Investment Management
Manitoba, Canada
$2.11M +$1.2M +52,231 +120%
DADC
12
D.A. Davidson & Co
Montana
$1.76M +$26.9K +1,175 +1%
DAS
13
Dynamic Advisor Solutions
Arizona
$987K -$18.3K -800 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$796K
FCM
15
Force Capital Management
New York
$642K
SIM
16
SSI Investment Management
California
$540K +$573K +25,000 New
MAA
17
Managed Account Advisors
New Jersey
$517K +$7.47K +326 +1%
ECM
18
EII Capital Management
New York
$500K
CS
19
Credit Suisse
Switzerland
$448K -$52.7K -2,300 -10%
Citigroup
20
Citigroup
New York
$441K +$459K +20,000 New
DLG
21
Daniel L. Goodwin
$220K -$115K -5,000 -33%
Barclays
22
Barclays
United Kingdom
$100K
BCM
23
Basso Capital Management
Connecticut
$84K -$459K -20,000 -84%
Wells Fargo
24
Wells Fargo
California
$73K +$31K +1,350 +69%
U
25
UBS
Switzerland
$22K

EPR.PRC Hedge Fund Activity: Q3 2014 in Review

23 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2014, worth a combined $80.6M — up 2.6% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EPR.PRC positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Camden Asset Management, adding an estimated $6.66M. The largest seller was Mariner Investment Group, cutting an estimated $3.9M.

  • 23 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2014, up from 21 in Q2 2014.
  • Funds reported $80.6M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2014, up 2.6% quarter-over-quarter.
  • 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2014 and 0 closed out, a net change of +3 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2014 was Camden Asset Management, an estimated $6.66M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2014 was Mariner Investment Group, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2014.