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Global Net Lease

235 hedge funds and large institutions have $1.23B invested in Global Net Lease in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.81M | Put options by funds: $1.33M

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

46% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 65

6% more capital invested

Capital invested by funds: $1.16B → $1.23B (+$70.3M)

5% more funds holding

Funds holding: 224235 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 70.44%67.83% (-2.6%)

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
95
Reduced
65
Closed
23
Calls
$3.81M
Puts
$1.33M
Net Calls
+$2.49M
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$303M +$25.9M +1,312,141 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M +$9.75M +494,115 +4%
State Street
3
State Street
Massachusetts
$73.1M -$1.79M -90,532 -2%
Invesco
4
Invesco
Georgia
$38.8M +$1.05M +53,480 +3%
Northern Trust
5
Northern Trust
Illinois
$30.9M +$1.38M +69,732 +5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$30.9M +$2.94M +148,982 +11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$26.9M +$1.37M +69,499 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$24.8M -$4.4M -223,003 -15%
Norges Bank
9
Norges Bank
Norway
$24.6M +$1.38M +70,137 +6%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$24M +$1.33M +67,202 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.8M +$2.36M +119,888 +11%
LSV Asset Management
12
LSV Asset Management
Illinois
$19.3M +$6.96M +353,084 +59%
N
13
Nuveen
North Carolina
$14.5M -$3.02M -152,942 -18%
Principal Financial Group
14
Principal Financial Group
Iowa
$14.3M +$797K +40,403 +6%
Charles Schwab
15
Charles Schwab
California
$14M +$1.68M +85,369 +14%
Legal & General Group
16
Legal & General Group
United Kingdom
$12.8M +$1.19M +60,135 +11%
WG
17
Winton Group
United Kingdom
$10.8M +$10.5M +534,702 New
Morgan Stanley
18
Morgan Stanley
New York
$9.74M -$362K -18,372 -4%
Ameriprise
19
Ameriprise
Minnesota
$9.5M +$226K +11,465 +3%
UBS AM
20
UBS AM
Illinois
$7.13M +$431K +21,825 +7%
LCM
21
LDR Capital Management
New York
$6.75M +$910K +46,150 +16%
Prudential Financial
22
Prudential Financial
New Jersey
$6.62M -$2.49M -126,311 -28%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$6.57M +$709K +35,968 +13%
PPA
24
Parametric Portfolio Associates
Washington
$6.39M +$128K +6,491 +2%
UBS Group
25
UBS Group
Switzerland
$6.36M +$2.5M +126,597 +68%

GNL Hedge Fund Activity: Q4 2019 in Review

235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global Net Lease (GNL) for Q4 2019, worth a combined $1.23B — up 6.1% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new GNL positions and 23 closed out — a net gain of 16 holders — while 95 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was Marshall Wace, cutting an estimated $17.4M.

  • 235 institutional investors held Global Net Lease (GNL) as of Q4 2019, up from 224 in Q3 2019.
  • Funds reported $1.23B of Global Net Lease stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 39 funds opened new Global Net Lease positions in Q4 2019 and 23 closed out, a net change of +16 holders.
  • The largest Global Net Lease buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest Global Net Lease seller in Q4 2019 was Marshall Wace, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.