EXCEL TRUST , INC COM STK
EXL
EXL was delisted on the 31st of July, 2015.
138 hedge funds and large institutions have $918M invested in EXCEL TRUST , INC COM STK in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 32 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
20% more capital invested
Capital invested by funds: $762M → $918M (+$156M)
5% more funds holding
Funds holding: 131 → 138 (+7)
23% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 48
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $241K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.7M |
| 2 |
WIC
Water Island Capital
New York
|
+$53.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$50.2M |
| 4 |
GCL
Glazer Capital LLC
New York
|
+$43.4M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$121M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
-$29.6M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$22.1M |
| 4 |
FM
Forward Management
San Francisco,
California
|
-$19.7M |
| 5 |
Bank of New York Mellon
New York
|
-$17M |
EXL Hedge Fund Activity: Q2 2015 in Review
138 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST , INC COM STK (EXL) for Q2 2015, worth a combined $918M — up 20% from $762M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EXL positions and 32 closed out — a net gain of 7 holders — while 37 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.7M. The largest seller was Fidelity Investments, cutting an estimated $121M.
- 138 institutional investors held EXCEL TRUST , INC COM STK (EXL) as of Q2 2015, up from 131 in Q1 2015.
- Funds reported $918M of EXCEL TRUST , INC COM STK stock for Q2 2015, up 20% quarter-over-quarter.
- 39 funds opened new EXCEL TRUST , INC COM STK positions in Q2 2015 and 32 closed out, a net change of +7 holders.
- The largest EXCEL TRUST , INC COM STK buyer in Q2 2015 was Morgan Stanley, an estimated $66.7M added.
- The largest EXCEL TRUST , INC COM STK seller in Q2 2015 was Fidelity Investments, an estimated $121M sold.
Based on aggregated 13F filings for Q2 2015.