NNN REIT
392 hedge funds and large institutions have $8.1B invested in NNN REIT in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 118 reducing their positions, and 38 closing their positions.
1,425% more call options, than puts
Call options by funds: $8.26M | Put options by funds: $542K
40% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 118
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
15% more capital invested
Capital invested by funds: $7.06B → $8.1B (+$1.04B)
3% more funds holding
Funds holding: 381 → 392 (+11)
1.42% less ownership
Funds ownership: 91.93% → 90.51% (-1.4%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$74.6M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$40.6M |
| 3 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$38.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$35.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$172M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$106M |
| 3 |
ZP
Zimmer Partners
New York
|
-$37.6M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$35.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
426
WealthOne
Albany,
New York
| – | -$20K | -410 | Closed |
|
427
AssetMark Inc
Concord,
California
| – | -$20K | -404 | Closed |
|
|
JA
428
JOYN Advisors
Atlanta,
Georgia
| – | -$20K | -403 | Closed |
|
|
WANY
429
Wealthspire Advisors (New York)
New York
| – | -$19K | -400 | Closed |
|
430
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$19K | -385 | Closed |
|
|
PHK
431
Point72 Hong Kong
Hong Kong
| – | -$11K | -236 | Closed |
|
|
MOS
432
MGO One Seven
Beachwood,
Ohio
| – | -$8K | -169 | Closed |
|
|
CA
433
Claro Advisors
Boston,
Massachusetts
| – | -$1K | -15 | Closed |
|
|
AWM
434
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| – | -$52 | -1 | -9% |
|
NNN Hedge Fund Activity: Q1 2019 in Review
392 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q1 2019, worth a combined $8.1B — up 15% from $7.06B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new NNN positions and 38 closed out — a net gain of 12 holders — while 165 added to existing stakes and 118 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $74.6M. The largest seller was Victory Capital Management, cutting an estimated $172M.
- 392 institutional investors held NNN REIT (NNN) as of Q1 2019, up from 381 in Q4 2018.
- Funds reported $8.1B of NNN REIT stock for Q1 2019, up 15% quarter-over-quarter.
- 50 funds opened new NNN REIT positions in Q1 2019 and 38 closed out, a net change of +12 holders.
- The largest NNN REIT buyer in Q1 2019 was JP Morgan Chase, an estimated $74.6M added.
- The largest NNN REIT seller in Q1 2019 was Victory Capital Management, an estimated $172M sold.
Based on aggregated 13F filings for Q1 2019.