EXCEL TRUST , INC COM STK
EXL
EXL was delisted on the 31st of July, 2015.
131 hedge funds and large institutions have $762M invested in EXCEL TRUST , INC COM STK in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 40
11% more capital invested
Capital invested by funds: $685M → $762M (+$77.4M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 130 → 131 (+1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$28.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$8.36M |
| 3 |
FM
Forward Management
San Francisco,
California
|
+$7.21M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.16M |
| 5 |
Bank of New York Mellon
New York
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
-$14.9M |
| 2 |
Millennium Management
New York
|
-$12M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$8.08M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$4.77M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$2.44M |
EXL Hedge Fund Activity: Q1 2015 in Review
131 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q1 2015, worth a combined $762M — up 11% from $685M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EXL positions and 9 closed out — a net gain of 1 holder — while 60 added to existing stakes and 40 trimmed.
The largest buyer was Franklin Resources, adding an estimated $28.9M. The largest seller was Private Management Group, cutting an estimated $14.9M.
- 131 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q1 2015, up from 130 in Q4 2014.
- Funds reported $762M of EXCEL TRUST , INC COM STK stock for Q1 2015, up 11% quarter-over-quarter.
- 10 funds opened new EXCEL TRUST , INC COM STK positions in Q1 2015 and 9 closed out, a net change of +1 holder.
- The largest EXCEL TRUST , INC COM STK buyer in Q1 2015 was Franklin Resources, an estimated $28.9M added.
- The largest EXCEL TRUST , INC COM STK seller in Q1 2015 was Private Management Group, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2015.