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LPT

Liberty Property Trust
LPT

Delisted

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

289 hedge funds and large institutions have $5.56B invested in Liberty Property Trust in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $518K | Put options by funds: $148K

21% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 96

10% more capital invested

Capital invested by funds: $5.07B → $5.56B (+$492M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 293289 (-4)

Holders
289
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
8.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
116
Reduced
96
Closed
28
Calls
$518K
Puts
$148K
Net Calls
+$370K
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$709M +$36M +995,111 +5%
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$441M -$44.9M -1,238,650 -9%
Invesco
3
Invesco
Georgia
$346M +$55.5M +1,531,373 +20%
SFM
4
Systematic Financial Management
New Jersey
$226M +$35.7M +985,322 +19%
SAMC
5
Shinko Asset Management Company
Japan
$221M +$24.8M +686,100 +13%
BIT
6
BlackRock Institutional Trust
California
$214M +$3.38M +93,467 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$208M +$13.6M +374,583 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$206M +$56.3M +1,554,376 +39%
BFA
9
BlackRock Fund Advisors
California
$180M -$43.2M -1,191,992 -20%
State Street
10
State Street
Massachusetts
$177M +$2.46M +68,059 +1%
PI
11
PGGM Investments
Netherlands
$168M +$3.42M +94,355 +2%
Morgan Stanley
12
Morgan Stanley
New York
$144M -$10.5M -291,255 -7%
Goldman Sachs
13
Goldman Sachs
New York
$135M -$2M -55,119 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$124M +$121M +3,341,600 New
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$98.6M +$90.5K +2,500 +0.1%
BC
16
Brookfield Corp
Ontario, Canada
$89.4M -$14.9M -411,463 -15%
ACM
17
AEW Capital Management
Massachusetts
$82.7M -$1.46M -40,400 -2%
Northern Trust
18
Northern Trust
Illinois
$71.1M -$89.3K -2,466 -0.1%
N
19
Nuveen
North Carolina
$68.9M -$11M -302,543 -14%
BG
20
BlackRock Group
United Kingdom
$62.3M +$2.81M +77,560 +5%
BNP Paribas Asset Management
21
BNP Paribas Asset Management
France
$62.2M +$4.7M +129,854 +8%
DPIM
22
Duff & Phelps Investment Management
Illinois
$62.1M +$321K +8,855 +0.5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$61.5M +$5.69M +157,087 +10%
SMDAM
24
Sumitomo Mitsui DS Asset Management
Japan
$52.6M +$4.77M +131,618 +10%
CNB
25
City National Bank
California
$52.5M +$6.01M +165,952 +13%

LPT Hedge Fund Activity: Q1 2014 in Review

289 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q1 2014, worth a combined $5.56B — up 9.7% from $5.07B a quarter earlier.

Fund positioning in LPT was balanced in Q1 2014: 28 funds opened new positions, 28 closed out, 116 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $121M. The largest seller was Daiwa Securities Group, cutting an estimated $69.3M.

  • 289 institutional investors held Liberty Property Trust (LPT) as of Q1 2014, down from 293 in Q4 2013.
  • Funds reported $5.56B of Liberty Property Trust stock for Q1 2014, up 9.7% quarter-over-quarter.
  • 28 funds opened new Liberty Property Trust positions in Q1 2014 and 28 closed out, a net change of 0 holders.
  • The largest Liberty Property Trust buyer in Q1 2014 was Fidelity Investments, an estimated $121M added.
  • The largest Liberty Property Trust seller in Q1 2014 was Daiwa Securities Group, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2014.