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Global Net Lease

206 hedge funds and large institutions have $1.1B invested in Global Net Lease in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.46M

67% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 55

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$72.3M)

2.02% more ownership

Funds ownership: 64.85%66.87% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 223206 (-17)

41% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 34

Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
92
Reduced
55
Closed
34
Calls
$3.08M
Puts
$1.46M
Net Calls
+$1.62M
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$2.07M +$701K +36,805 +53%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$2.05M
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$1.98M +$1.02M +53,727 +113%
OAM
54
Orinda Asset Management
California
$1.96M
GIM
55
Guild Investment Management
California
$1.93M +$268K +14,090 +17%
Barclays
56
Barclays
United Kingdom
$1.92M +$622K +32,650 +50%
CEP
57
Chicago Equity Partners
Illinois
$1.91M -$1.06M -55,615 -36%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$1.89M -$26.6K -1,398 -1%
MCM
59
Matarin Capital Management
New York
$1.86M +$380K +19,940 +27%
UBS Group
60
UBS Group
Switzerland
$1.84M -$1.49M -78,178 -45%
MAM
61
Martingale Asset Management
Massachusetts
$1.79M -$385K -20,191 -18%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$1.78M +$305K +16,000 +21%
BRWA
63
B. Riley Wealth Advisors
Florida
$1.76M +$376K +19,760 +28%
PI
64
PineBridge Investments
New York
$1.74M +$215K +11,290 +15%
Squarepoint
65
Squarepoint
New York
$1.73M +$586K +30,780 +54%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$1.67M -$110K -5,762 -6%
Bessemer Group
67
Bessemer Group
New Jersey
$1.63M +$425K +22,300 +37%
GC
68
Guggenheim Capital
Illinois
$1.58M -$333K -17,459 -18%
BI
69
Bramshill Investments
Florida
$1.57M +$785K +41,204 +106%
Bank of America
70
Bank of America
North Carolina
$1.52M +$473K +24,830 +47%
FAAS
71
First Allied Advisory Services
California
$1.5M -$25.5K -1,337 -2%
Comerica Bank
72
Comerica Bank
Texas
$1.49M -$78.9K -4,142 -5%
SIM
73
Sonora Investment Management
Arizona
$1.47M +$116K +6,073 +9%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$1.42M +$30.6K +1,604 +2%
GWM
75
Geneos Wealth Management
Colorado
$1.37M -$13.7K -718 -1%

GNL Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global Net Lease (GNL) for Q2 2019, worth a combined $1.1B — up 7% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GNL and 20 opened new positions — a net loss of 14 holders — while 55 trimmed existing stakes and 92 added.

The largest buyer was Vanguard Group, adding an estimated $16.4M. The largest seller was Balyasny Asset Management, cutting an estimated $18.1M.

  • 206 institutional investors held Global Net Lease (GNL) as of Q2 2019, down from 223 in Q1 2019.
  • Funds reported $1.1B of Global Net Lease stock for Q2 2019, up 7% quarter-over-quarter.
  • 20 funds opened new Global Net Lease positions in Q2 2019 and 34 closed out, a net change of -14 holders.
  • The largest Global Net Lease buyer in Q2 2019 was Vanguard Group, an estimated $16.4M added.
  • The largest Global Net Lease seller in Q2 2019 was Balyasny Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.