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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
Wells Fargo
76
Wells Fargo
California
$193K +$192K +15,219 +1,820%
Principal Financial Group
77
Principal Financial Group
Iowa
$183K -$12.3K -978 -6%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$181K – – –
ACI
79
AMP Capital Investors
Australia
$175K +$180K +14,300 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$165K -$31.5K -2,500 -15%
GMIM
81
General Motors Investment Management
New York
$158K +$5.23K +415 +3%
Barclays
82
Barclays
United Kingdom
$151K -$6.3K -500 -4%
FCBT
83
First Citizens Bank & Trust
North Carolina
$150K -$187K -14,837 -54%
SG Americas Securities
84
SG Americas Securities
New York
$145K +$153K +12,107 New
KBC Group
85
KBC Group
Belgium
$143K – – –
Macquarie Group
86
Macquarie Group
Australia
$140K -$98.3K -7,800 -40%
U
87
UBS
Switzerland
$136K -$136K -10,812 -49%
STC
88
SEI Trust Company
Pennsylvania
$109K +$11.5K +911 +11%
Bank of America
89
Bank of America
North Carolina
$105K -$172K -13,610 -61%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$75K +$38.6K +3,059 +96%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$54K +$10.1K +800 +22%
BJ
92
BlackRock Japan
Japan
$51K -$3.08K -244 -5%
ECM
93
EII Capital Management
New York
$50K -$1.49M -118,600 -97%
Ameriprise
94
Ameriprise
Minnesota
$42K -$2.4K -190 -5%
PCM
95
Prelude Capital Management
New York
$34K +$35.3K +2,800 New
SAMC
96
Shinko Asset Management Company
Japan
$30K – – –
AWMS
97
Advocacy Wealth Management Services
Georgia
$16K – – –
Daiwa Securities Group
98
Daiwa Securities Group
Japan
$14K -$1.26K -100 -8%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$14K – – –
RA
100
Rational Advisors
New York
$13K – – –
1 2 3
4
5

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.