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Five Point Holdings

61 hedge funds and large institutions have $691M invested in Five Point Holdings in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

9% more funds holding

Funds holding: 5661 (+5)

9% more capital invested

Capital invested by funds: $635M → $691M (+$56.1M)

5.5% more ownership

Funds ownership: 72.23%77.73% (+5.5%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
13
Increased
20
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1
Anchorage Capital Group
New York
$141M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$85.2M +$21.8M +1,549,709 +35%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64.4M +$66.9K +4,762 +0.1%
MAMNY
4
Marathon Asset Management (New York)
New York
$50.1M -$10.3M -733,502 -17%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$45.3M +$1.62M +115,325 +4%
Bank of America
6
Bank of America
North Carolina
$41M +$121K +8,599 +0.3%
TAM
7
Third Avenue Management
New York
$38.1M +$1.17M +83,435 +3%
GCM
8
Glendon Capital Management
California
$29.2M
LPC
9
Long Pond Capital
New York
$24.6M +$17.4M +1,240,038 +256%
KCM
10
Kingstown Capital Management
New York
$20.7M
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3M +$19M +1,350,336 +34,272%
Vanguard Group
12
Vanguard Group
Pennsylvania
$16.9M +$16.4M +1,166,714 +6,459%
PFMOSF
13
Philadelphia Financial Management of San Francisco
California
$16.8M -$15.9M -1,127,745 -49%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$12.1M
MCM
15
Maltese Capital Management
New York
$11M -$449K -31,913 -4%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$9.89M +$9.74M +693,234 New
AWCI
17
Alpine Woods Capital Investors
New York
$9.27M -$171K -12,161 -2%
CCM
18
Cobalt Capital Management
New Jersey
$7.32M
TGHSA
19
TPG Group Holdings (SBS) Advisors
Texas
$6.63M
Millennium Management
20
Millennium Management
New York
$5.57M +$2.59M +184,554 +89%
REMS
21
Real Estate Management Services
$5.53M -$7.42M -527,708 -58%
OKSA
22
O'Keefe Stevens Advisory
New York
$4.36M +$257K +18,250 +6%
GH
23
GAM Holding
Switzerland
$3.67M -$566K -40,300 -14%
ISSM
24
Invesco Senior Secured Management
New York
$2.73M
SAM
25
Serengeti Asset Management
New York
$2.5M -$1.05M -75,000 -30%

FPH Hedge Fund Activity: Q1 2018 in Review

61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Five Point Holdings (FPH) for Q1 2018, worth a combined $691M — up 8.8% from $635M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FPH positions and 7 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $21.8M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $15.9M.

  • 61 institutional investors held Five Point Holdings (FPH) as of Q1 2018, up from 56 in Q4 2017.
  • Funds reported $691M of Five Point Holdings stock for Q1 2018, up 8.8% quarter-over-quarter.
  • 13 funds opened new Five Point Holdings positions in Q1 2018 and 7 closed out, a net change of +6 holders.
  • The largest Five Point Holdings buyer in Q1 2018 was Wellington Management Group, an estimated $21.8M added.
  • The largest Five Point Holdings seller in Q1 2018 was Philadelphia Financial Management of San Francisco, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2018.