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EXL

EXCEL TRUST , INC COM STK
EXL

Delisted

EXL was delisted on the 31st of July, 2015.

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104 hedge funds and large institutions have $543M invested in EXCEL TRUST , INC COM STK in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 102 → 104 (+2)

7% less capital invested

Capital invested by funds: $583M → $543M (-$40.3M)

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
47
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$5.64M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.72M
3
BG
BlackRock Group
United Kingdom
+$2.44M
4
BFA
BlackRock Fund Advisors
California
+$1.79M
5
PMG
Private Management Group
California
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$14.8M
3
ECM
EII Capital Management
New York
-$1.49M
4
Invesco
Invesco
Georgia
-$702K
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$3.09M +$194K +15,400 +6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.69M +$73.3K +5,817 +3%
TCIM
28
TIAA CREF Investment Management
New York
$2.69M -$76K -6,029 -3%
Invesco
29
Invesco
Georgia
$2.49M -$702K -55,704 -21%
SAM
30
Shikiar Asset Management
New York
$2.35M +$22.7K +1,800 +0.9%
TA
31
Teachers Advisors
New York
$2.23M +$246K +19,508 +12%
Asset Management One
32
Asset Management One
Japan
$2.15M – – –
BIM
33
BlackRock Investment Management
Delaware
$2.03M +$37.6K +2,986 +2%
Charles Schwab
34
Charles Schwab
California
$1.87M +$538K +42,671 +38%
SO
35
STRS Ohio
Ohio
$1.85M +$664K +52,700 +52%
TIAAOA
36
Teachers Insurance & Annuity Association of America
New York
$1.43M +$196K +15,550 +15%
RA
37
RMR Advisors
Massachusetts
$1.36M – – –
TC
38
TFS Capital
Pennsylvania
$1.26M +$1.33M +105,240 New
FC
39
FIC Capital
New York
$1.05M +$234K +18,600 +27%
CS
40
Credit Suisse
Switzerland
$1.04M +$87.6K +6,951 +9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.03M +$34.4K +2,727 +3%
Legal & General Group
42
Legal & General Group
United Kingdom
$876K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$861K +$10.9K +863 +1%
SAM
44
Securian Asset Management
Minnesota
$834K +$876K +69,500 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$830K +$1.36K +108 +0.2%
KCM
46
Kennedy Capital Management
Missouri
$821K – – –
AAIM
47
American Assets Investment Management
California
$720K – – –
UBS AM
48
UBS AM
Illinois
$698K -$87K -6,900 -11%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$674K – – –
GC
50
Guggenheim Capital
Illinois
$650K +$154K +12,201 +29%
1
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EXL Hedge Fund Activity: Q3 2013 in Review

104 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q3 2013, worth a combined $543M — down 6.9% from $583M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EXL positions and 7 closed out — a net gain of 3 holders — while 47 added to existing stakes and 28 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $5.64M. The largest seller was Wellington Management Group, cutting an estimated $15M.

  • 104 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q3 2013, up from 102 in Q2 2013.
  • Funds reported $543M of EXCEL TRUST , INC COM STK stock for Q3 2013, down 6.9% quarter-over-quarter.
  • 10 funds opened new EXCEL TRUST , INC COM STK positions in Q3 2013 and 7 closed out, a net change of +3 holders.
  • The largest EXCEL TRUST , INC COM STK buyer in Q3 2013 was Vaughan Nelson Investment Management, an estimated $5.64M added.
  • The largest EXCEL TRUST , INC COM STK seller in Q3 2013 was Wellington Management Group, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2013.