EPR Properties
296 hedge funds and large institutions have $4.23B invested in EPR Properties in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 32 closing their positions.
44% more call options, than puts
Call options by funds: $9.45M | Put options by funds: $6.57M
11% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 108
4% more capital invested
Capital invested by funds: $4.06B → $4.23B (+$165M)
0.61% more ownership
Funds ownership: 89% → 89.61% (+0.61%)
5% less funds holding
Funds holding: 313 → 296 (-17)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$519M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$31.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$25.8M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$25.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$80.6M |
| 2 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$21.1M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$20.5M |
| 4 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$14.1M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$10.9M |
EPR Hedge Fund Activity: Q1 2017 in Review
296 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2017, worth a combined $4.23B — up 4.1% from $4.06B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of EPR and 24 opened new positions — a net loss of 8 holders — while 108 trimmed existing stakes and 120 added.
The largest buyer was BlackRock, adding an estimated $519M. The largest seller was Invesco, cutting an estimated $80.6M.
- 296 institutional investors held EPR Properties (EPR) as of Q1 2017, down from 313 in Q4 2016.
- Funds reported $4.23B of EPR Properties stock for Q1 2017, up 4.1% quarter-over-quarter.
- 24 funds opened new EPR Properties positions in Q1 2017 and 32 closed out, a net change of -8 holders.
- The largest EPR Properties buyer in Q1 2017 was BlackRock, an estimated $519M added.
- The largest EPR Properties seller in Q1 2017 was Invesco, an estimated $80.6M sold.
Based on aggregated 13F filings for Q1 2017.