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NNN REIT
NNN

245 hedge funds and large institutions have $3.77B invested in NNN REIT in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.45% more ownership

Funds ownership: 93.42% → 101.88% (+8.5%)

4% more capital invested

Capital invested by funds: $3.6B → $3.77B (+$162M)

5% less call options, than puts

Call options by funds: $700K | Put options by funds: $740K

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

8% less funds holding

Funds holding: 267 → 245 (-22)

46% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 46

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
245
Holders Change
-22
Holders Change %
-8.24%
% of All Funds
7.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
86
Reduced
92
Closed
46
Calls
$700K
Puts
$740K
Net Calls
-$40K
Net Calls Change
+$82K

Top Buyers

1
Invesco
Invesco
Georgia
+$109M
2
FTCM
Fir Tree Capital Management
New York
+$42.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$36M
4
AAMU
APG Asset Management US
New York
+$23.5M
5
American Century Companies
American Century Companies
Missouri
+$20.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$28.2M
2
N
Nuveen
North Carolina
-$14.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$13.8M
4
AIA
Avalon Investment & Advisory
Texas
-$12.2M
5
PAM
Panagora Asset Management
Massachusetts
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRES
26
Heitman Real Estate Securities
Illinois
$28.3M +$11.9M +366,825 +65%
Norges Bank
27
Norges Bank
Norway
$27.6M – – –
BG
28
BlackRock Group
United Kingdom
$24.2M +$682K +21,066 +3%
American Century Companies
29
American Century Companies
Missouri
$21.8M +$20.8M +642,681 +854%
FCM
30
Frontier Capital Management
Massachusetts
$21.1M +$678K +20,929 +3%
Millennium Management
31
Millennium Management
New York
$20.7M -$65.7K -2,030 -0.3%
RA
32
Royce & Associates
New York
$19.7M – – –
Macquarie Group
33
Macquarie Group
Australia
$19.2M -$2.53M -78,207 -11%
Ameriprise
34
Ameriprise
Minnesota
$18.2M +$5.36M +165,467 +38%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$18M +$1.59M +49,015 +9%
WCM
36
Winton Capital Management
United Kingdom
$17.6M -$1.52M -47,052 -8%
AII
37
AGF Investments Inc
Ontario, Canada
$16.9M -$1.46M -44,968 -7%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$15.2M – – –
TCIM
39
TIAA CREF Investment Management
New York
$14.7M -$6.4M -197,686 -29%
SFM
40
Systematic Financial Management
New Jersey
$13.9M -$143K -4,403 -1%
Asset Management One
41
Asset Management One
Japan
$12.4M -$1.23M -37,960 -9%
RC
42
Randolph Company
Ohio
$12.4M – – –
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$12.2M – – –
BlackRock
44
BlackRock
New York
$12M +$1.52M +46,936 +13%
AllianceBernstein
45
AllianceBernstein
Tennessee
$11.9M -$90.8K -2,806 -0.7%
TA
46
Teachers Advisors
New York
$11.9M -$1.47M -45,510 -10%
Bank of America
47
Bank of America
North Carolina
$11.3M +$369K +11,406 +3%
UBS AM
48
UBS AM
Illinois
$11.2M -$117K -3,600 -1%
CS
49
Credit Suisse
Switzerland
$10.8M -$50.7K -1,565 -0.4%
BIM
50
BlackRock Investment Management
Delaware
$10.8M -$15.1K -467 -0.1%
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NNN Hedge Fund Activity: Q4 2013 in Review

245 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NNN REIT (NNN) for Q4 2013, worth a combined $3.77B — up 4.5% from $3.6B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of NNN and 25 opened new positions — a net loss of 21 holders — while 92 trimmed existing stakes and 86 added.

The largest buyer was Invesco, adding an estimated $109M. The largest seller was Goldman Sachs, cutting an estimated $28.2M.

  • 245 institutional investors held NNN REIT (NNN) as of Q4 2013, down from 267 in Q3 2013.
  • Funds reported $3.77B of NNN REIT stock for Q4 2013, up 4.5% quarter-over-quarter.
  • 25 funds opened new NNN REIT positions in Q4 2013 and 46 closed out, a net change of -21 holders.
  • The largest NNN REIT buyer in Q4 2013 was Invesco, an estimated $109M added.
  • The largest NNN REIT seller in Q4 2013 was Goldman Sachs, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2013.