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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
FTCM
26
First Trust Capital Management
Illinois
$69.7M +$66.5M +1,161,090 New
N
27
Nuveen
North Carolina
$64M -$4.44M -77,544 -7%
Invesco
28
Invesco
Georgia
$60.2M -$218M -3,805,773 -79%
VCM
29
V3 Capital Management
Texas
$55.4M -$43.2M -754,250 -45%
PCM
30
Pentwater Capital Management
Florida
$54M +$37.2M +650,000 +260%
AAM
31
Alpine Associates Management
Florida
$53.6M +$51.1M +892,049 New
Bank of America
32
Bank of America
North Carolina
$52.5M +$29.9M +521,793 +148%
Deutsche Bank
33
Deutsche Bank
Germany
$51.8M -$36M -628,075 -42%
Barclays
34
Barclays
United Kingdom
$51.1M +$36.7M +640,623 +304%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$50.4M +$40.3M +703,304 +516%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$49.8M +$5.63M +98,266 +13%
Citigroup
37
Citigroup
New York
$49.3M +$38.1M +665,709 +431%
IA
38
IndexIQ Advisors
New York
$47.7M +$45.5M +794,103 New
AA
39
AQR Arbitrage
Connecticut
$45.3M +$43.3M +755,000 New
Principal Financial Group
40
Principal Financial Group
Iowa
$44.3M -$8.69M -151,737 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.7M +$30.1M +525,928 +261%
AAMU
42
Amundi Asset Management US
Massachusetts
$42.8M -$2.58M -45,109 -6%
WIC
43
Water Island Capital
New York
$42.7M +$40.8M +711,863 New
VC
44
Vision Capital
Ontario, Canada
$42.2M
ZIM
45
Zacks Investment Management
Illinois
$41.2M +$572K +9,989 +1%
ClearBridge Investments
46
ClearBridge Investments
New York
$40.4M -$723K -12,611 -2%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$40.1M -$4.25M -74,178 -10%
LBIM
48
Land & Buildings Investment Management
Connecticut
$32.6M -$12M -208,890 -28%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.4M +$31M +540,300 New
UBS Group
50
UBS Group
Switzerland
$32.2M +$16.5M +287,428 +115%

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.