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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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137 hedge funds and large institutions have $607M invested in EXCEL TRUST , INC COM STK in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 33

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 136 → 137 (+1)

11% less capital invested

Capital invested by funds: $683M → $607M (-$75.9M)

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
72
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$9.91M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.17M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$5.78M
4
MNA
Manning & Napier Advisors
New York
+$4.42M
5
BIT
BlackRock Institutional Trust
California
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
-$9.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.74M
3
TAM
Third Avenue Management
New York
-$8.34M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.85M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$1.09M +$357K +27,826 +43%
Deutsche Bank
52
Deutsche Bank
Germany
$1.03M -$229K -17,864 -17%
NI
53
Numeric Investors
Massachusetts
$1.02M +$1.11M +87,000 New
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$921K -$2.56K -200 -0.3%
TC
55
TFS Capital
Pennsylvania
$908K +$989K +77,172 New
ACI
56
AMP Capital Investors
Australia
$899K +$732K +57,100 +310%
CCA
57
Catalyst Capital Advisors
New York
$883K -$196K -15,318 -17%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$839K +$118K +9,200 +15%
UBS AM
59
UBS AM
Illinois
$821K +$1.28K +100 +0.1%
Swiss National Bank
60
Swiss National Bank
Switzerland
$792K – – –
PPA
61
Parametric Portfolio Associates
Washington
$695K +$73.8K +5,755 +11%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$688K +$156K +12,156 +26%
BlackRock
63
BlackRock
New York
$627K +$191K +14,892 +39%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$620K – – –
VOYA Investment Management
65
VOYA Investment Management
Georgia
$574K – – –
HSBC Holdings
66
HSBC Holdings
United Kingdom
$561K +$124K +9,698 +26%
IA
67
IndexIQ Advisors
New York
$548K +$47.1K +3,674 +9%
NFA
68
Nationwide Fund Advisors
Ohio
$546K +$108K +8,417 +22%
FWIA
69
Fort Washington Investment Advisors
Ohio
$537K +$167K +13,000 +40%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$512K +$459K +35,825 +468%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$511K +$116K +9,078 +26%
SCA
72
Secor Capital Advisors
New York
$506K +$551K +43,027 New
Barclays
73
Barclays
United Kingdom
$479K -$41.9K -3,268 -7%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$472K -$4.85M -378,465 -90%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$472K – – –
1 2
3
4 5

EXL Hedge Fund Activity: Q3 2014 in Review

137 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q3 2014, worth a combined $607M — down 11% from $683M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXL positions and 13 closed out — a net gain of 1 holder — while 72 added to existing stakes and 33 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.91M. The largest seller was Opus Capital Group, cutting an estimated $9.82M.

  • 137 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q3 2014, up from 136 in Q2 2014.
  • Funds reported $607M of EXCEL TRUST , INC COM STK stock for Q3 2014, down 11% quarter-over-quarter.
  • 14 funds opened new EXCEL TRUST , INC COM STK positions in Q3 2014 and 13 closed out, a net change of +1 holder.
  • The largest EXCEL TRUST , INC COM STK buyer in Q3 2014 was Millennium Management, an estimated $9.91M added.
  • The largest EXCEL TRUST , INC COM STK seller in Q3 2014 was Opus Capital Group, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2014.