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OLP

One Liberty Properties

88 hedge funds and large institutions have $122M invested in One Liberty Properties in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 8288 (+6)

6% more capital invested

Capital invested by funds: $115M → $122M (+$6.53M)

2.14% more ownership

Funds ownership: 36.59%38.73% (+2.1%)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$24.8M +$632K +30,588 +3%
BIT
2
BlackRock Institutional Trust
California
$11.2M -$222K -10,757 -2%
LJAC
3
L.J. Altfest & Co
New York
$8.03M +$8.24M +399,038 New
Northern Trust
4
Northern Trust
Illinois
$6.62M +$235K +11,360 +4%
BFA
5
BlackRock Fund Advisors
California
$6.51M -$267K -12,923 -4%
DLG
6
Daniel L. Goodwin
$5.57M
PI
7
Putnam Investments
Massachusetts
$4.04M +$65.8K +3,185 +2%
First Manhattan
8
First Manhattan
New York
$3.81M -$39.3K -1,900 -1%
State Street
9
State Street
Massachusetts
$3.71M -$117K -5,686 -3%
Invesco
10
Invesco
Georgia
$3.66M -$10.4K -503 -0.3%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.11M -$107K -5,200 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.62M +$62.4K +3,018 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.21M +$913K +44,179 +67%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.2M +$171K +8,290 +8%
NFA
15
Nationwide Fund Advisors
Ohio
$1.9M +$360K +17,435 +23%
IOOF
16
Independent Order of Foresters
Ontario, Canada
$1.71M +$160K +7,756 +10%
Morgan Stanley
17
Morgan Stanley
New York
$1.63M -$36.3K -1,757 -2%
BCM
18
Bridgeway Capital Management
Texas
$1.47M -$643K -31,100 -30%
Wells Fargo
19
Wells Fargo
California
$1.26M -$407K -19,698 -24%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.25M -$22.1K -1,071 -2%
YMRC
21
Yorktown Management & Research Company
Virginia
$1.25M
TCIM
22
TIAA CREF Investment Management
New York
$1.15M -$83.1K -4,020 -7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.06M -$60.4K -2,921 -5%
TA
24
Teachers Advisors
New York
$1M +$40.9K +1,980 +4%
PPA
25
Parametric Portfolio Associates
Washington
$992K +$140K +6,754 +16%

OLP Hedge Fund Activity: Q4 2013 in Review

88 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in One Liberty Properties (OLP) for Q4 2013, worth a combined $122M — up 5.7% from $115M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OLP positions and 5 closed out — a net gain of 6 holders — while 26 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $913K. The largest seller was Loeb Offshore Management, exiting entirely with an estimated $1.38M sold.

  • 88 institutional investors held One Liberty Properties (OLP) as of Q4 2013, up from 82 in Q3 2013.
  • Funds reported $122M of One Liberty Properties stock for Q4 2013, up 5.7% quarter-over-quarter.
  • 11 funds opened new One Liberty Properties positions in Q4 2013 and 5 closed out, a net change of +6 holders.
  • The largest One Liberty Properties buyer in Q4 2013 was JP Morgan Chase, an estimated $913K added.
  • The largest One Liberty Properties seller in Q4 2013 was Loeb Offshore Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2013.