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LPT

Liberty Property Trust
LPT

Delisted

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

388 hedge funds and large institutions have $5.99B invested in Liberty Property Trust in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 143 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

45% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $807K

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $5.39B → $5.99B (+$600M)

8% more funds holding

Funds holding: 358388 (+30)

7% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 143

Holders
388
Holders Change
+30
Holders Change %
+8.38%
% of All Funds
8.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
59
Increased
133
Reduced
143
Closed
26
Calls
$1.17M
Puts
$807K
Net Calls
+$363K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$958M -$44.4M -1,047,505 -5%
BlackRock
2
BlackRock
New York
$903M -$8.27M -195,214 -0.9%
State Street
3
State Street
Massachusetts
$346M -$13.7M -324,484 -4%
Invesco
4
Invesco
Georgia
$251M -$98.1M -2,314,480 -29%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$164M -$1.26M -29,697 -0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$119M +$2.23M +52,583 +2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$104M +2,456,404 New
Cohen & Steers
8
Cohen & Steers
New York
$107M -$8.9M -209,998 -8%
Northern Trust
9
Northern Trust
Illinois
$105M -$6.61M -155,945 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$102M +$960K +22,649 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$102M +$1.77M +41,780 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$95.8M +$16.5M +389,072 +22%
CIM
13
Centersquare Investment Management
Pennsylvania
$94.7M +$15.4M +364,440 +21%
Morgan Stanley
14
Morgan Stanley
New York
$89.2M -$44.1M -1,039,793 -34%
VCM
15
V3 Capital Management
Texas
$80.1M +$56.6M +1,336,700 +284%
Charles Schwab
16
Charles Schwab
California
$78.3M +$4.19M +98,897 +6%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$78M -$12.4M -291,744 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$76.5M +$1.82M +42,860 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$67.5M +$8.3M +195,884 +15%
Norges Bank
20
Norges Bank
Norway
$66.1M
WMSA
21
Weiss Multi-Strategy Advisers
New York
$59.8M +$23M +542,275 +67%
PAM
22
Panagora Asset Management
Massachusetts
$55M +$897K +21,172 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$52.2M -$488K -11,530 -1%
SCRM
24
Security Capital Research & Management
Illinois
$51.4M -$169K -4,000 -0.3%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$50.7M +$19M +449,360 +65%

LPT Hedge Fund Activity: Q2 2018 in Review

388 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q2 2018, worth a combined $5.99B — up 11% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new LPT positions and 26 closed out — a net gain of 33 holders — while 133 added to existing stakes and 143 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $104M. The largest seller was Invesco, cutting an estimated $98.1M.

  • 388 institutional investors held Liberty Property Trust (LPT) as of Q2 2018, up from 358 in Q1 2018.
  • Funds reported $5.99B of Liberty Property Trust stock for Q2 2018, up 11% quarter-over-quarter.
  • 59 funds opened new Liberty Property Trust positions in Q2 2018 and 26 closed out, a net change of +33 holders.
  • The largest Liberty Property Trust buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $104M added.
  • The largest Liberty Property Trust seller in Q2 2018 was Invesco, an estimated $98.1M sold.

Based on aggregated 13F filings for Q2 2018.