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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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111 hedge funds and large institutions have $461M invested in EXCEL TRUST , INC COM STK in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

7% more funds holding

Funds holding: 104 → 111 (+7)

15% less capital invested

Capital invested by funds: $543M → $461M (-$81.4M)

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
43
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.45M
2
PMG
Private Management Group
California
+$1.84M
3
BIT
BlackRock Institutional Trust
California
+$1.41M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.18M
5
TAM
Third Avenue Management
New York
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$38.1M
2
AAMU
APG Asset Management US
New York
-$21M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$1.91M
5
Deutsche Bank
Deutsche Bank
Germany
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.74M +$198K +16,720 +7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$2.57M +$9.88K +836 +0.4%
SAM
28
Shikiar Asset Management
New York
$2.45M +$224K +19,000 +10%
Lazard Asset Management
29
Lazard Asset Management
New York
$2.12M -$845K -71,500 -28%
Invesco
30
Invesco
Georgia
$2.11M -$257K -21,738 -10%
TA
31
Teachers Advisors
New York
$2.08M -$39.8K -3,370 -2%
Charles Schwab
32
Charles Schwab
California
$2.02M +$260K +22,045 +14%
Asset Management One
33
Asset Management One
Japan
$1.94M -$90.4K -7,655 -4%
BIM
34
BlackRock Investment Management
Delaware
$1.87M -$56.3K -4,769 -3%
SO
35
STRS Ohio
Ohio
$1.62M -$138K -11,700 -8%
SAM
36
Securian Asset Management
Minnesota
$1.58M +$815K +69,000 +99%
TC
37
TFS Capital
Pennsylvania
$1.55M +$361K +30,589 +29%
CS
38
Credit Suisse
Switzerland
$1.32M +$347K +29,363 +34%
RA
39
RMR Advisors
Massachusetts
$1.29M – – –
TIAAOA
40
Teachers Insurance & Annuity Association of America
New York
$1.27M -$90K -7,620 -6%
FC
41
FIC Capital
New York
$998K +$886 +75 +0.1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$985K +$4.73K +400 +0.5%
GC
43
Guggenheim Capital
Illinois
$901K +$294K +24,888 +46%
Legal & General Group
44
Legal & General Group
United Kingdom
$898K +$68.8K +5,820 +8%
AllianceBernstein
45
AllianceBernstein
Tennessee
$778K -$10.8K -916 -1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$753K -$66.2K -5,600 -8%
Goldman Sachs
47
Goldman Sachs
New York
$690K +$520K +44,021 +266%
AAIM
48
American Assets Investment Management
California
$683K – – –
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$665K +$528K +44,700 +325%
UBS AM
50
UBS AM
Illinois
$662K – – –
1
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EXL Hedge Fund Activity: Q4 2013 in Review

111 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q4 2013, worth a combined $461M — down 15% from $543M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXL positions and 6 closed out — a net gain of 8 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.45M. The largest seller was Citigroup, cutting an estimated $38.1M.

  • 111 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $461M of EXCEL TRUST , INC COM STK stock for Q4 2013, down 15% quarter-over-quarter.
  • 14 funds opened new EXCEL TRUST , INC COM STK positions in Q4 2013 and 6 closed out, a net change of +8 holders.
  • The largest EXCEL TRUST , INC COM STK buyer in Q4 2013 was Millennium Management, an estimated $3.45M added.
  • The largest EXCEL TRUST , INC COM STK seller in Q4 2013 was Citigroup, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2013.