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Four Corners Property Trust

253 hedge funds and large institutions have $1.66B invested in Four Corners Property Trust in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $1.24B → $1.66B (+$413M)

10% more call options, than puts

Call options by funds: $550K | Put options by funds: $500K

1.63% more ownership

Funds ownership: 94.61%96.25% (+1.6%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 254253 (-1)

4% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 78

Holders
253
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
75
Reduced
78
Closed
30
Calls
$550K
Puts
$500K
Net Calls
+$50K
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$3.81M +$485K +22,600 +17%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$3.78M +$226K +10,526 +7%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$3.65M +$251K +11,700 +8%
PPA
54
Parametric Portfolio Associates
Washington
$3.56M -$2.09M -97,232 -40%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$3.48M -$94.4K -4,400 -3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$3.46M +$14.8K +690 +0.5%
CS
57
Credit Suisse
Switzerland
$3.32M +$354K +16,524 +14%
Canada Life
58
Canada Life
Manitoba, Canada
$3.16M +$726K +33,860 +35%
CIC
59
Crawford Investment Counsel
Georgia
$2.94M -$6.94M -323,366 -73%
Marshall Wace
60
Marshall Wace
United Kingdom
$2.92M -$1.85M -86,394 -42%
VRS
61
Virginia Retirement Systems
Virginia
$2.91M -$92.2K -4,300 -3%
Asset Management One
62
Asset Management One
Japan
$2.9M -$2.25M -104,686 -47%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.89M -$296K -13,818 -10%
SAM
64
Securian Asset Management
Minnesota
$2.79M -$3.85M -179,500 -61%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$2.79M +$2.45M +114,200 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.6M
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.19M -$411K -19,170 -18%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$2.1M +$106K +4,955 +6%
MSL
69
Mackay Shields LLC
New York
$2.06M -$270K -12,600 -13%
UBS Group
70
UBS Group
Switzerland
$2.05M +$161K +7,508 +10%
Holocene Advisors
71
Holocene Advisors
New York
$1.95M +$1.72M +80,000 New
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$1.94M
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.91M +$116K +5,400 +7%
AG
74
Algert Global
California
$1.81M -$413K -19,233 -21%
Comerica Bank
75
Comerica Bank
Texas
$1.79M -$364K -16,994 -18%

FCPT Hedge Fund Activity: Q2 2020 in Review

253 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Four Corners Property Trust (FCPT) for Q2 2020, worth a combined $1.66B — up 33% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FCPT positions and 30 closed out — a net gain of 1 holder — while 75 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $52.7M. The largest seller was Cohen & Steers, cutting an estimated $46.4M.

  • 253 institutional investors held Four Corners Property Trust (FCPT) as of Q2 2020, down from 254 in Q1 2020.
  • Funds reported $1.66B of Four Corners Property Trust stock for Q2 2020, up 33% quarter-over-quarter.
  • 31 funds opened new Four Corners Property Trust positions in Q2 2020 and 30 closed out, a net change of +1 holder.
  • The largest Four Corners Property Trust buyer in Q2 2020 was Fidelity Investments, an estimated $52.7M added.
  • The largest Four Corners Property Trust seller in Q2 2020 was Cohen & Steers, an estimated $46.4M sold.

Based on aggregated 13F filings for Q2 2020.