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Global Net Lease

147 hedge funds and large institutions have $685M invested in Global Net Lease in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

54,550% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $2K

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

18% more funds holding

Funds holding: 125147 (+22)

4.51% more ownership

Funds ownership: 44.96%49.47% (+4.5%)

3% more capital invested

Capital invested by funds: $662M → $685M (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
147
Holders Change
+22
Holders Change %
+17.6%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
55
Reduced
39
Closed
16
Calls
$1.09M
Puts
$2K
Net Calls
+$1.09M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$220M +$5.38M +249,831 +2%
BlackRock
2
BlackRock
New York
$126M +$8.56M +397,416 +7%
State Street
3
State Street
Massachusetts
$32.8M -$1.05M -48,917 -3%
Northern Trust
4
Northern Trust
Illinois
$23.5M +$678K +31,495 +3%
Invesco
5
Invesco
Georgia
$19.6M +$288K +13,352 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$15.8M +$1.44M +66,975 +10%
NI
7
Numeric Investors
Massachusetts
$15.5M +$10.1M +467,036 +163%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$14.3M +$1.21M +56,106 +9%
Norges Bank
9
Norges Bank
Norway
$14M +$9.67M +449,294 +196%
Charles Schwab
10
Charles Schwab
California
$13.1M +$546K +25,357 +4%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$11.6M +$7.53M +349,572 +162%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.9M +$1.25M +57,979 +12%
Renaissance Technologies
13
Renaissance Technologies
New York
$10.9M +$4.63M +215,200 +69%
GXMC
14
Global X Management Company
New York
$8.07M +$36.4K +1,690 +0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.45M -$2.83M -131,447 -27%
Deutsche Bank
16
Deutsche Bank
Germany
$7M +$2.94M +136,716 +67%
OAM
17
Orinda Asset Management
California
$4.64M +$1.94M +90,000 +66%
Goldman Sachs
18
Goldman Sachs
New York
$4.3M +$203K +9,429 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$4.09M -$3.34K -155 -0.1%
AG
20
Advisor Group
Arizona
$4.08M -$689K -32,019 -14%
AWA
21
Arete Wealth Advisors
Illinois
$3.82M +$300K +13,912 +8%
Citadel Advisors
22
Citadel Advisors
Florida
$3.43M -$821K -38,146 -19%
TCIM
23
TIAA CREF Investment Management
New York
$3.32M -$252K -11,681 -7%
CS
24
Credit Suisse
Switzerland
$3.3M -$253K -11,732 -7%
UBS AM
25
UBS AM
Illinois
$3.24M +$587K +27,279 +21%

GNL Hedge Fund Activity: Q4 2017 in Review

147 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global Net Lease (GNL) for Q4 2017, worth a combined $685M — up 3.4% from $662M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GNL positions and 16 closed out — a net gain of 22 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Numeric Investors, adding an estimated $10.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.83M.

  • 147 institutional investors held Global Net Lease (GNL) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $685M of Global Net Lease stock for Q4 2017, up 3.4% quarter-over-quarter.
  • 38 funds opened new Global Net Lease positions in Q4 2017 and 16 closed out, a net change of +22 holders.
  • The largest Global Net Lease buyer in Q4 2017 was Numeric Investors, an estimated $10.1M added.
  • The largest Global Net Lease seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2017.