EXCEL TRUST , INC COM STK
EXL
EXL was delisted on the 31st of July, 2015.
136 hedge funds and large institutions have $683M invested in EXCEL TRUST , INC COM STK in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
33% more capital invested
Capital invested by funds: $514M → $683M (+$169M)
28% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 40
13% more funds holding
Funds holding: 120 → 136 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.9M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$18M |
| 3 |
SRES
Starwood Real Estate Securities
Greenwich,
Connecticut
|
+$16.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.98M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.08M |
| 3 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$4.06M |
| 4 |
Morgan Stanley
New York
|
-$2.4M |
| 5 |
TAM
Third Avenue Management
New York
|
-$1.61M |
EXL Hedge Fund Activity: Q2 2014 in Review
136 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q2 2014, worth a combined $683M — up 33% from $514M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EXL positions and 10 closed out — a net gain of 16 holders — while 51 added to existing stakes and 40 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $30.9M. The largest seller was Deutsche Bank, cutting an estimated $9.98M.
- 136 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q2 2014, up from 120 in Q1 2014.
- Funds reported $683M of EXCEL TRUST , INC COM STK stock for Q2 2014, up 33% quarter-over-quarter.
- 26 funds opened new EXCEL TRUST , INC COM STK positions in Q2 2014 and 10 closed out, a net change of +16 holders.
- The largest EXCEL TRUST , INC COM STK buyer in Q2 2014 was Fidelity Investments, an estimated $30.9M added.
- The largest EXCEL TRUST , INC COM STK seller in Q2 2014 was Deutsche Bank, an estimated $9.98M sold.
Based on aggregated 13F filings for Q2 2014.