EXCEL TRUST , INC COM STK
EXL
EXL was delisted on the 31st of July, 2015.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.43M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$5.6M |
| 3 |
JP Morgan Chase
New York
|
+$5.16M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.08M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRES
Starwood Real Estate Securities
Greenwich,
Connecticut
|
-$14.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$8.49M |
| 3 |
Millennium Management
New York
|
-$7.47M |
| 4 |
PMG
Private Management Group
Irvine,
California
|
-$4.79M |
| 5 |
TAM
Third Avenue Management
New York
|
-$3.18M |
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.