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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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130 hedge funds and large institutions have $684M invested in EXCEL TRUST , INC COM STK in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $607M → $684M (+$77.4M)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

5% less funds holding

Funds holding: 137 → 130 (-7)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
52
Reduced
47
Closed
14
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.43M
2
Boston Partners
Boston Partners
Massachusetts
+$5.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.16M
4
N
Nuveen
North Carolina
+$5.08M
5
NI
Numeric Investors
Massachusetts
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
SRES
Starwood Real Estate Securities
Connecticut
-$14.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$8.49M
3
Millennium Management
Millennium Management
New York
-$7.47M
4
PMG
Private Management Group
California
-$4.79M
5
TAM
Third Avenue Management
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
51
AMP Capital Investors
Australia
$1.16M +$131K +10,200 +14%
Renaissance Technologies
52
Renaissance Technologies
New York
$1.14M +$618K +48,300 +131%
CCA
53
Catalyst Capital Advisors
New York
$1.14M +$128K +10,000 +13%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$1.05M +$89.6K +7,000 +10%
UBS AM
55
UBS AM
Illinois
$997K +$60.2K +4,700 +7%
Axa
56
Axa
France
$939K +$898K +70,152 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$925K +$23K +1,800 +3%
PPA
58
Parametric Portfolio Associates
Washington
$867K +$73.3K +5,728 +10%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$840K -$198K -15,500 -20%
Two Sigma Investments
60
Two Sigma Investments
New York
$771K +$420K +32,831 +133%
FWIA
61
Fort Washington Investment Advisors
Ohio
$758K +$141K +11,000 +24%
IA
62
IndexIQ Advisors
New York
$757K +$128K +9,995 +21%
Deutsche Bank
63
Deutsche Bank
Germany
$754K -$396K -30,944 -35%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$750K -$31.3K -2,445 -4%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$705K – – –
VOYA Investment Management
66
VOYA Investment Management
Georgia
$653K – – –
BlackRock
67
BlackRock
New York
$645K -$64.4K -5,031 -9%
Barclays
68
Barclays
United Kingdom
$603K +$35.8K +2,796 +6%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$537K – – –
Wellington Management Group
70
Wellington Management Group
Massachusetts
$537K – – –
VRS
71
Virginia Retirement Systems
Virginia
$532K +$205K +16,000 +68%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$529K -$54.1K -4,222 -10%
Franklin Resources
73
Franklin Resources
California
$525K +$502K +39,200 New
TAM
74
Third Avenue Management
New York
$521K -$3.18M -248,725 -86%
AIG
75
American International Group
New York
$517K -$2.09K -163 -0.4%
1 2
3
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EXL Hedge Fund Activity: Q4 2014 in Review

130 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q4 2014, worth a combined $684M — up 13% from $607M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EXL and 11 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was Fidelity Investments, adding an estimated $9.43M. The largest seller was Starwood Real Estate Securities, exiting entirely with an estimated $14.1M sold.

  • 130 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q4 2014, down from 137 in Q3 2014.
  • Funds reported $684M of EXCEL TRUST , INC COM STK stock for Q4 2014, up 13% quarter-over-quarter.
  • 11 funds opened new EXCEL TRUST , INC COM STK positions in Q4 2014 and 14 closed out, a net change of -3 holders.
  • The largest EXCEL TRUST , INC COM STK buyer in Q4 2014 was Fidelity Investments, an estimated $9.43M added.
  • The largest EXCEL TRUST , INC COM STK seller in Q4 2014 was Starwood Real Estate Securities, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2014.