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LPT

Liberty Property Trust
LPT

Delisted

LPT was delisted on the 3rd of February, 2020.

415 hedge funds and large institutions have $8.95B invested in Liberty Property Trust in 2019 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.5B → $8.95B (+$1.45B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 72

1% less funds holding

Funds holding: 418415 (-3)

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 146

45% less call options, than puts

Call options by funds: $246K | Put options by funds: $450K

Holders
415
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
8.18%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
80
Increased
126
Reduced
146
Closed
72
Calls
$246K
Puts
$450K
Net Calls
-$204K
Net Calls Change
-$917K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
326
US Bancorp
Minnesota
$253K +$974 +17 +0.4%
MCWS
327
McKinley Carter Wealth Services
West Virginia
$248K -$286 -5 -0.1%
GVAG
328
Great Valley Advisor Group
Delaware
$246K
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$243K -$16.3K -285 -7%
NSEDCP
330
NJ State Employees Deferred Compensation Plan
New Jersey
$240K
FTIOP
331
Fiduciary Trust International of Pennsylvania
Pennsylvania
$236K +$225K +3,924 New
Creative Planning
332
Creative Planning
Kansas
$230K -$14.7K -257 -6%
AAS
333
Avantax Advisory Services
Texas
$225K +$215K +3,746 New
BIM
334
Baldwin Investment Management
Pennsylvania
$225K +$215K +3,750 New
CIBC World Market
335
CIBC World Market
Ontario, Canada
$224K +$214K +3,735 New
KeyBank National Association
336
KeyBank National Association
Ohio
$216K -$48K -838 -19%
Bessemer Group
337
Bessemer Group
New Jersey
$210K
GC
338
Gilbert & Cook
Iowa
$200K +$191K +3,337 New
KPW
339
Kore Private Wealth
New York
$190K +$181K +3,156 New
IA
340
IFP Advisors
Florida
$158K
MTCM
341
Mint Tower Capital Management
Netherlands
$150K +$143K +2,500 New
BAM
342
Belpointe Asset Management
Nevada
$149K -$11.5K -201 -7%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$142K +$28.6K +499 +27%
NFG
344
Next Financial Group
Texas
$142K +$49.9K +871 +59%
QT
345
Quantbot Technologies
New York
$136K -$1.01M -17,682 -89%
SC
346
Steph & Co
Wisconsin
$115K +$110K +1,913 New
HFM
347
Harvest Fund Management
China
$114K +$37.2K +650 +55%
LWA
348
Lenox Wealth Advisors
New York
$103K -$17.2K -300 -15%
VanEck Associates
349
VanEck Associates
New York
$97K +$92.9K +1,622 New
AF
350
Advisornet Financial
Minnesota
$93K +$13.8K +240 +18%

LPT Hedge Fund Activity: Q4 2019 in Review

415 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q4 2019, worth a combined $8.95B — up 19% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new LPT positions and 72 closed out — a net gain of 8 holders — while 126 added to existing stakes and 146 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $357M. The largest seller was Invesco, cutting an estimated $218M.

  • 415 institutional investors held Liberty Property Trust (LPT) as of Q4 2019, down from 418 in Q3 2019.
  • Funds reported $8.95B of Liberty Property Trust stock for Q4 2019, up 19% quarter-over-quarter.
  • 80 funds opened new Liberty Property Trust positions in Q4 2019 and 72 closed out, a net change of +8 holders.
  • The largest Liberty Property Trust buyer in Q4 2019 was Goldman Sachs, an estimated $357M added.
  • The largest Liberty Property Trust seller in Q4 2019 was Invesco, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2019.