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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
SSWG
351
Seven Springs Wealth Group
Tennessee
$90K +$86.3K +1,507 New
LS
352
Livforsakringsbolaget Skandia
Sweden
$79K
LWANC
353
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K
SFS
354
Sowell Financial Services
Arkansas
$66K -$3.09K -54 -5%
VFA
355
Valeo Financial Advisors
Indiana
$65K
OPS
356
Orion Portfolio Solutions
Nebraska
$64K +$61.2K +1,068 New
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$60K
CBT
358
Capital Bank & Trust
California
$58K +$50.9K +888 +1,083%
TA
359
TFG Advisers
Michigan
$58K +$55.7K +972 New
QCG
360
Quadrant Capital Group
Ohio
$55K +$1.32K +23 +2%
PI
361
PineBridge Investments
New York
$51K
Twin Tree Management
362
Twin Tree Management
Texas
$51K +$48.3K +843 New
PCG
363
Private Capital Group
Connecticut
$49K -$4.07K -71 -8%
TRCT
364
Tower Research Capital (TRC)
New York
$47K -$30.1K -525 -40%
ZB
365
Zions Bancorporation
Utah
$45K
FIB
366
First Interstate Bank
Montana
$42K
RWA
367
Ropes Wealth Advisors
Massachusetts
$42K
S
368
SignatureFD
Georgia
$41K +$3.21K +56 +9%
Lazard Asset Management
369
Lazard Asset Management
New York
$35K +$18.9K +329 +127%
AIC
370
Archer Investment Corporation
Indiana
$33K +$31.6K +552 New
EI
371
Ellevest Inc
New York
$28K +$26.6K +465 New
ASN
372
Advisory Services Network
Georgia
$26K +$6.42K +112 +35%
MSFP
373
Mark Sheptoff Financial Planning
Connecticut
$25K
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
Simplex Trading
375
Simplex Trading
Illinois
$24K +$23.7K +414 New

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.