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Global Net Lease

179 hedge funds and large institutions have $920M invested in Global Net Lease in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $841M → $920M (+$78.7M)

5% more funds holding

Funds holding: 171179 (+8)

0.71% more ownership

Funds ownership: 61.18%61.89% (+0.71%)

52% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $4.81M

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
80
Reduced
42
Closed
15
Calls
$2.32M
Puts
$4.81M
Net Calls
-$2.49M
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$233M +$17.4M +822,360 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$9.97M +471,874 +5%
State Street
3
State Street
Massachusetts
$52M +$5.18M +245,145 +11%
Invesco
4
Invesco
Georgia
$36.9M +$145K +6,852 +0.4%
Northern Trust
5
Northern Trust
Illinois
$26.4M +$1.06M +50,368 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$26.1M +$1.46M +69,183 +6%
Norges Bank
7
Norges Bank
Norway
$20.6M +$3.7M +175,000 +22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$19.7M +$175K +8,287 +0.9%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$17.2M +$17.4M +825,080 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.2M +$2.67M +126,212 +21%
Renaissance Technologies
11
Renaissance Technologies
New York
$12.5M +$10.8M +509,100 +573%
Principal Financial Group
12
Principal Financial Group
Iowa
$12M +$1.08M +51,167 +10%
Goldman Sachs
13
Goldman Sachs
New York
$9.21M +$2.96M +140,227 +47%
Ameriprise
14
Ameriprise
Minnesota
$8.82M +$751K +35,564 +9%
Prudential Financial
15
Prudential Financial
New Jersey
$8.33M +$2.41M +114,330 +40%
Charles Schwab
16
Charles Schwab
California
$8.2M +$988K +46,795 +14%
Legal & General Group
17
Legal & General Group
United Kingdom
$7.88M +$667K +31,603 +9%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$7.67M +$7.77M +367,700 New
KCM
19
Kennedy Capital Management
Missouri
$7.39M +$7.48M +354,400 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.39M +$20.5K +969 +0.3%
PPA
21
Parametric Portfolio Associates
Washington
$6.14M +$481K +22,774 +8%
Deutsche Bank
22
Deutsche Bank
Germany
$5.73M -$185K -8,755 -3%
LPL Financial
23
LPL Financial
California
$4.58M +$2.49M +118,095 +116%
Man Group
24
Man Group
United Kingdom
$4.3M -$18.5M -875,128 -81%
UBS AM
25
UBS AM
Illinois
$3.86M +$126K +5,969 +3%

GNL Hedge Fund Activity: Q3 2018 in Review

179 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global Net Lease (GNL) for Q3 2018, worth a combined $920M — up 9.4% from $841M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GNL positions and 15 closed out — a net gain of 10 holders — while 80 added to existing stakes and 42 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $17.4M. The largest seller was Man Group, cutting an estimated $18.5M.

  • 179 institutional investors held Global Net Lease (GNL) as of Q3 2018, up from 171 in Q2 2018.
  • Funds reported $920M of Global Net Lease stock for Q3 2018, up 9.4% quarter-over-quarter.
  • 25 funds opened new Global Net Lease positions in Q3 2018 and 15 closed out, a net change of +10 holders.
  • The largest Global Net Lease buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $17.4M added.
  • The largest Global Net Lease seller in Q3 2018 was Man Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2018.