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IRC

INLAND REAL ESTATE CORP
IRC

Delisted

IRC was delisted on the 30th of March, 2016.

158 hedge funds and large institutions have $841M invested in INLAND REAL ESTATE CORP in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 154158 (+4)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

4% more capital invested

Capital invested by funds: $809M → $841M (+$32.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $981K

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
60
Reduced
55
Closed
11
Calls
$3K
Puts
$981K
Net Calls
-$978K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
DLG
1
Daniel L. Goodwin
$134M +$4.29M +408,827 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M +$3.42M +325,640 +3%
BFA
3
BlackRock Fund Advisors
California
$48.9M +$1.23M +117,283 +3%
WHG
4
Westwood Holdings Group
Texas
$48.4M -$1.12M -106,500 -2%
BIT
5
BlackRock Institutional Trust
California
$37.2M +$480K +45,702 +1%
Invesco
6
Invesco
Georgia
$36.2M +$801K +76,289 +2%
Goldman Sachs
7
Goldman Sachs
New York
$35.4M +$2.16M +205,784 +7%
ACI
8
AMP Capital Investors
Australia
$34.7M -$6.11M -581,420 -15%
SAMC
9
Shinko Asset Management Company
Japan
$31.9M +$1.18M +112,547 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$18.8M +$6.37M +606,518 +51%
State Street
11
State Street
Massachusetts
$18.7M +$207K +19,740 +1%
ClearBridge Investments
12
ClearBridge Investments
New York
$16.7M +$4.31M +410,150 +35%
Northern Trust
13
Northern Trust
Illinois
$15.7M +$301K +28,678 +2%
KCM
14
Kennedy Capital Management
Missouri
$14.7M -$585K -55,678 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.3M +$1.49M +142,033 +13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$10.6M +$498K +47,435 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$10M -$3.51M -334,178 -26%
AQR Capital Management
18
AQR Capital Management
Connecticut
$9.39M -$641K -61,007 -6%
Norges Bank
19
Norges Bank
Norway
$9.34M
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$7.75M +$2.17M +206,800 +39%
BG
21
BlackRock Group
United Kingdom
$6.83M -$291K -27,708 -4%
SFM
22
Systematic Financial Management
New Jersey
$6.3M +$261K +24,815 +4%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$5.93M
AllianceBernstein
24
AllianceBernstein
Tennessee
$5.62M -$6.48M -616,800 -54%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.44M +$322K +30,657 +6%

IRC Hedge Fund Activity: Q4 2013 in Review

158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in INLAND REAL ESTATE CORP (IRC) for Q4 2013, worth a combined $841M — up 4% from $809M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IRC positions and 11 closed out — a net gain of 4 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6.37M. The largest seller was AllianceBernstein, cutting an estimated $6.48M.

  • 158 institutional investors held INLAND REAL ESTATE CORP (IRC) as of Q4 2013, up from 154 in Q3 2013.
  • Funds reported $841M of INLAND REAL ESTATE CORP stock for Q4 2013, up 4% quarter-over-quarter.
  • 15 funds opened new INLAND REAL ESTATE CORP positions in Q4 2013 and 11 closed out, a net change of +4 holders.
  • The largest INLAND REAL ESTATE CORP buyer in Q4 2013 was LSV Asset Management, an estimated $6.37M added.
  • The largest INLAND REAL ESTATE CORP seller in Q4 2013 was AllianceBernstein, an estimated $6.48M sold.

Based on aggregated 13F filings for Q4 2013.