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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
BA
76
BlackRock Advisors
Delaware
$472K -$9.6K -750 -2%
FPC
77
Falcon Point Capital
California
$469K – – –
Wells Fargo
78
Wells Fargo
California
$466K +$164K +12,780 +58%
First Trust Advisors
79
First Trust Advisors
Illinois
$464K +$110K +8,570 +33%
RJA
80
Raymond James & Associates
Florida
$457K -$36.1K -2,820 -8%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$391K +$7.68K +600 +2%
CAM
82
ClariVest Asset Management
California
$391K +$8.96K +700 +2%
FIM
83
Friedberg Investment Management
Texas
$385K -$640 -50 -0.2%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$338K +$39.9K +3,117 +14%
Nomura Asset Management
85
Nomura Asset Management
Japan
$332K +$51.2K +4,000 +19%
AAM
86
Advisors Asset Management
Colorado
$322K +$269K +20,987 +690%
Macquarie Group
87
Macquarie Group
Australia
$309K +$146K +11,400 +97%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$303K -$28.2K -2,205 -9%
SCA
89
Secor Capital Advisors
New York
$299K -$265K -20,669 -48%
HCM
90
Hollencrest Capital Management
California
$281K -$64K -5,000 -19%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$280K -$342K -26,731 -56%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$252K +$241K +18,830 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$238K -$164K -12,819 -42%
Credit Agricole
94
Credit Agricole
France
$221K +$145K +11,300 +235%
TSS
95
Two Sigma Securities
New York
$218K +$208K +16,271 New
UBS Group
96
UBS Group
Switzerland
$208K +$199K +15,556 New
GMIM
97
General Motors Investment Management
New York
$206K – – –
Creative Planning
98
Creative Planning
Kansas
$201K – – –
California Public Employees Retirement System
99
California Public Employees Retirement System
California
$191K +$1.28K +100 +0.8%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$183K -$106K -8,300 -38%
2 3
4
5 6

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.