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LPT

Liberty Property Trust
LPT

Delisted

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

278 hedge funds and large institutions have $5.06B invested in Liberty Property Trust in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,320% more call options, than puts

Call options by funds: $426K | Put options by funds: $30K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

10% less funds holding

Funds holding: 308278 (-30)

11% less capital invested

Capital invested by funds: $5.7B → $5.06B (-$635M)

67% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 43

Holders
278
Holders Change
-30
Holders Change %
-9.74%
% of All Funds
8.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
101
Reduced
110
Closed
43
Calls
$426K
Puts
$30K
Net Calls
+$396K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$667M +$8.94M +249,240 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$277M +$71.8M +2,001,757 +32%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$267M -$115M -3,201,751 -29%
Invesco
4
Invesco
Georgia
$239M -$22.6M -630,493 -8%
Morgan Stanley
5
Morgan Stanley
New York
$229M +$80.4M +2,242,838 +48%
SAMC
6
Shinko Asset Management Company
Japan
$229M +$64.6K +1,800 +0%
Cohen & Steers
7
Cohen & Steers
New York
$219M +$236M +6,584,026 New
BIT
8
BlackRock Institutional Trust
California
$201M -$471K -13,131 -0.2%
SFM
9
Systematic Financial Management
New Jersey
$187M -$35.4M -987,410 -15%
BFA
10
BlackRock Fund Advisors
California
$178M +$1.64M +45,818 +0.9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$177M +$3.56M +99,341 +2%
State Street
12
State Street
Massachusetts
$171M +$2.32M +64,694 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$131M +$106M +2,943,959 +300%
Goldman Sachs
14
Goldman Sachs
New York
$128M +$169K +4,718 +0.1%
N
15
Nuveen
North Carolina
$74.1M +$5.65M +157,434 +8%
ACM
16
AEW Capital Management
Massachusetts
$70.3M -$5.64M -157,200 -7%
Northern Trust
17
Northern Trust
Illinois
$67.3M +$6.07M +169,311 +9%
BG
18
BlackRock Group
United Kingdom
$66.9M +$3.82M +106,394 +6%
DPIM
19
Duff & Phelps Investment Management
Illinois
$63.1M +$5.17M +144,050 +8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$60.3M +$1.98M +55,188 +3%
BC
21
Brookfield Corp
Ontario, Canada
$58.9M +$9.04M +252,100 +17%
CNB
22
City National Bank
California
$57.5M +$5.48M +152,845 +10%
PI
23
PGGM Investments
Netherlands
$53.7M -$105M -2,926,249 -64%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$52.4M +$2.58M +71,949 +5%
Norges Bank
25
Norges Bank
Norway
$38.4M -$41.4M -1,155,717 -50%

LPT Hedge Fund Activity: Q3 2014 in Review

278 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q3 2014, worth a combined $5.06B — down 11% from $5.7B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LPT and 14 opened new positions — a net loss of 29 holders — while 110 trimmed existing stakes and 101 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $236M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $115M.

  • 278 institutional investors held Liberty Property Trust (LPT) as of Q3 2014, down from 308 in Q2 2014.
  • Funds reported $5.06B of Liberty Property Trust stock for Q3 2014, down 11% quarter-over-quarter.
  • 14 funds opened new Liberty Property Trust positions in Q3 2014 and 43 closed out, a net change of -29 holders.
  • The largest Liberty Property Trust buyer in Q3 2014 was Cohen & Steers, an estimated $236M added.
  • The largest Liberty Property Trust seller in Q3 2014 was CBRE Investment Management Listed Real Assets, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2014.