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Global Net Lease

223 hedge funds and large institutions have $1.03B invested in Global Net Lease in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 45

107% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $1.27M

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $852M → $1.03B (+$176M)

6% more funds holding

Funds holding: 210223 (+13)

1.27% more ownership

Funds ownership: 63.58%64.85% (+1.3%)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
4.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
104
Reduced
45
Closed
22
Calls
$2.63M
Puts
$1.27M
Net Calls
+$1.36M
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$247M +$19M +996,141 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M +$19.6M +1,029,386 +9%
State Street
3
State Street
Massachusetts
$58.1M +$11M +575,404 +23%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.4M +$5.72M +299,902 +25%
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$25.6M +$16M +838,867 +162%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$25.1M +$1.66M +86,821 +7%
Northern Trust
7
Northern Trust
Illinois
$23.4M +$448K +23,496 +2%
Invesco
8
Invesco
Georgia
$22.4M -$3.91M -205,179 -15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$21.7M +$1.71M +89,557 +8%
Norges Bank
10
Norges Bank
Norway
$20.6M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$18.3M -$3.33M -174,304 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$18.3M +$3.68M +192,811 +25%
Charles Schwab
13
Charles Schwab
California
$13.2M +$3.95M +207,172 +42%
Principal Financial Group
14
Principal Financial Group
Iowa
$12.7M +$1.07M +56,133 +9%
Man Group
15
Man Group
United Kingdom
$12.3M +$9.99M +523,800 +418%
LSV Asset Management
16
LSV Asset Management
Illinois
$11.8M +$8.72M +456,820 +274%
Ameriprise
17
Ameriprise
Minnesota
$9.26M +$936K +49,030 +11%
Prudential Financial
18
Prudential Financial
New Jersey
$9.23M +$436K +22,854 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$8.19M +$1.13M +59,207 +16%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$6.95M
Citadel Advisors
21
Citadel Advisors
Florida
$6.32M +$4.86M +254,730 +320%
Goldman Sachs
22
Goldman Sachs
New York
$5.74M -$904K -47,396 -14%
PPA
23
Parametric Portfolio Associates
Washington
$5.69M -$1.51M -79,042 -21%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.53M -$6.24K -327 -0.1%
KCM
25
Kennedy Capital Management
Missouri
$5.33M -$1.25M -65,698 -19%

GNL Hedge Fund Activity: Q1 2019 in Review

223 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global Net Lease (GNL) for Q1 2019, worth a combined $1.03B — up 21% from $852M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GNL positions and 22 closed out — a net gain of 15 holders — while 104 added to existing stakes and 45 trimmed.

The largest buyer was Vanguard Group, adding an estimated $19.6M. The largest seller was Invesco, cutting an estimated $3.91M.

  • 223 institutional investors held Global Net Lease (GNL) as of Q1 2019, up from 210 in Q4 2018.
  • Funds reported $1.03B of Global Net Lease stock for Q1 2019, up 21% quarter-over-quarter.
  • 37 funds opened new Global Net Lease positions in Q1 2019 and 22 closed out, a net change of +15 holders.
  • The largest Global Net Lease buyer in Q1 2019 was Vanguard Group, an estimated $19.6M added.
  • The largest Global Net Lease seller in Q1 2019 was Invesco, an estimated $3.91M sold.

Based on aggregated 13F filings for Q1 2019.