We are live on ! Find out more
EXL

EXCEL TRUST , INC COM STK
EXL

Delisted

EXL was delisted on the 31st of July, 2015.

Back to rankings

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
Bank of America
76
Bank of America
North Carolina
$223K +$128K +10,874 +124%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$220K +$215K +18,175 +1,580%
First Trust Advisors
78
First Trust Advisors
Illinois
$208K -$10.4K -880 -5%
GVT
79
Genesee Valley Trust
New York
$205K +$5.2K +440 +3%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$197K +$205K +17,315 New
Renaissance Technologies
81
Renaissance Technologies
New York
$196K +$203K +17,200 New
NTCOC
82
Northern Trust Company of Connecticut
Connecticut
$187K – – –
Wells Fargo
83
Wells Fargo
California
$181K -$1.69K -143 -0.9%
ACI
84
AMP Capital Investors
Australia
$175K +$10.6K +900 +6%
Principal Financial Group
85
Principal Financial Group
Iowa
$171K -$3.27K -277 -2%
Nomura Asset Management
86
Nomura Asset Management
Japan
$164K -$20.1K -1,700 -11%
U
87
UBS
Switzerland
$161K +$32K +2,711 +24%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$153K -$263K -22,301 -62%
GMIM
89
General Motors Investment Management
New York
$150K – – –
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$148K +$154K +13,000 New
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$141K +$147K +12,417 New
Macquarie Group
92
Macquarie Group
Australia
$133K – – –
FCBT
93
First Citizens Bank & Trust
North Carolina
$132K -$11.1K -941 -8%
STC
94
SEI Trust Company
Pennsylvania
$123K +$20.1K +1,700 +19%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$121K -$127K -10,713 -50%
California Public Employees Retirement System
96
California Public Employees Retirement System
California
$91K -$83.9K -7,100 -47%
ECM
97
EII Capital Management
New York
$48K – – –
RFC
98
Russell Frank Company
Washington
$46K -$176K -14,898 -79%
BJ
99
BlackRock Japan
Japan
$43K -$4.86K -411 -10%
Canada Life
100
Canada Life
Manitoba, Canada
$41K +$42.5K +3,600 New
1 2 3
4
5

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.