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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
VOYA Investment Management
51
VOYA Investment Management
Georgia
$640K – – –
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$600K – – –
HSBC Holdings
53
HSBC Holdings
United Kingdom
$546K -$697 -59 -0.1%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$533K +$553K +46,767 New
Swiss National Bank
55
Swiss National Bank
Switzerland
$531K – – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$527K -$851 -72 -0.2%
Morgan Stanley
57
Morgan Stanley
New York
$488K +$507K +42,918 New
IOOF
58
Independent Order of Foresters
Ontario, Canada
$475K – – –
TRSOTSOK
59
Teachers Retirement System of the State of Kentucky
Kentucky
$457K – – –
Two Sigma Investments
60
Two Sigma Investments
New York
$447K +$464K +39,237 New
NFA
61
Nationwide Fund Advisors
Ohio
$429K -$9.13K -773 -2%
BlackRock
62
BlackRock
New York
$393K +$66.1K +5,595 +19%
BA
63
BlackRock Advisors
Delaware
$389K +$45.8K +3,877 +13%
AIG
64
American International Group
New York
$364K -$1.41K -119 -0.4%
AQR Capital Management
65
AQR Capital Management
Connecticut
$360K +$30.8K +2,605 +9%
PPA
66
Parametric Portfolio Associates
Washington
$360K +$48.5K +4,105 +15%
FWIA
67
Fort Washington Investment Advisors
Ohio
$360K +$373K +31,600 New
FIM
68
Friedberg Investment Management
Texas
$340K -$45.4K -3,840 -11%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$336K -$18.7K -1,579 -5%
Credit Agricole
70
Credit Agricole
France
$292K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$282K -$106K -8,938 -26%
HCM
72
Hollencrest Capital Management
California
$268K +$278K +23,500 New
Citigroup
73
Citigroup
New York
$251K -$38.1M -3,224,424 -99%
KBC Group
74
KBC Group
Belgium
$231K +$99.1K +8,387 +70%
Barclays
75
Barclays
United Kingdom
$228K +$97K +8,210 +65%
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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.