EXCEL TRUST , INC COM STK
EXL
EXL was delisted on the 31st of July, 2015.
120 hedge funds and large institutions have $514M invested in EXCEL TRUST , INC COM STK in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
140% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $461M → $514M (+$52.7M)
8% more funds holding
Funds holding: 111 → 120 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$12.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$8.1M |
| 3 |
JP Morgan Chase
New York
|
+$4.19M |
| 4 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
+$3.83M |
| 5 |
Morgan Stanley
New York
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$34.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.7M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$6.53M |
| 4 |
AAMU
APG Asset Management US
New York
|
-$3M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$968K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$197K | -17,315 | Closed |
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$153K | -13,412 | Closed |
|
EXL Hedge Fund Activity: Q1 2014 in Review
120 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q1 2014, worth a combined $514M — up 11% from $461M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EXL positions and 7 closed out — a net gain of 12 holders — while 60 added to existing stakes and 25 trimmed.
The largest buyer was Millennium Management, adding an estimated $12.1M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $34.1M sold.
- 120 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q1 2014, up from 111 in Q4 2013.
- Funds reported $514M of EXCEL TRUST , INC COM STK stock for Q1 2014, up 11% quarter-over-quarter.
- 19 funds opened new EXCEL TRUST , INC COM STK positions in Q1 2014 and 7 closed out, a net change of +12 holders.
- The largest EXCEL TRUST , INC COM STK buyer in Q1 2014 was Millennium Management, an estimated $12.1M added.
- The largest EXCEL TRUST , INC COM STK seller in Q1 2014 was Vaughan Nelson Investment Management, an estimated $34.1M sold.
Based on aggregated 13F filings for Q1 2014.