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EXL.PRB

EXCEL TRUST INC CUM RED PFD STK SER B (MD)
EXL.PRB

Delisted

EXL.PRB was delisted on the 31st of July, 2015.

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5 hedge funds and large institutions have $5.26M invested in EXCEL TRUST INC CUM RED PFD STK SER B (MD) in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $3.46M → $5.26M (+$1.8M)

25% more funds holding

Funds holding: 4 → 5 (+1)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Asset Management One
Asset Management One
Japan
+$1.04M
2
SAM
Shikiar Asset Management
New York
+$661K
3
KIA
KCM Investment Advisors
California
+$25.9K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Shikiar Asset Management
New York
$2.15M +$661K +24,900 +45%
KIA
2
KCM Investment Advisors
California
$1.57M +$25.9K +976 +2%
Asset Management One
3
Asset Management One
Japan
$1.05M +$1.04M +39,280 New
ECM
4
EII Capital Management
New York
$268K – – –
CNB
5
City National Bank
California
$227K – – –

EXL.PRB Hedge Fund Activity: Q4 2014 in Review

5 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) for Q4 2014, worth a combined $5.26M — up 52% from $3.46M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EXL.PRB positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Asset Management One, opening a new position worth an estimated $1.04M.

  • 5 institutional investors held EXCEL TRUST INC CUM RED PFD STK SER B (MD) (EXL.PRB) as of Q4 2014, up from 4 in Q3 2014.
  • Funds reported $5.26M of EXCEL TRUST INC CUM RED PFD STK SER B (MD) stock for Q4 2014, up 52% quarter-over-quarter.
  • 1 fund opened new EXCEL TRUST INC CUM RED PFD STK SER B (MD) positions in Q4 2014 and 0 closed out, a net change of +1 holder.
  • The largest EXCEL TRUST INC CUM RED PFD STK SER B (MD) buyer in Q4 2014 was Asset Management One, an estimated $1.04M added.

Based on aggregated 13F filings for Q4 2014.