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OLP

One Liberty Properties

89 hedge funds and large institutions have $123M invested in One Liberty Properties in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

1% more funds holding

Funds holding: 8889 (+1)

1% more capital invested

Capital invested by funds: $122M → $123M (+$1.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.26% less ownership

Funds ownership: 38.73%36.47% (-2.3%)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
25
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.5M +$1.22M +56,858 +5%
BIT
2
BlackRock Institutional Trust
California
$12.3M +$347K +16,182 +3%
BFA
3
BlackRock Fund Advisors
California
$6.96M +$65.3K +3,047 +0.9%
Northern Trust
4
Northern Trust
Illinois
$6.77M -$246K -11,466 -3%
DLG
5
Daniel L. Goodwin
$5.9M
LJAC
6
L.J. Altfest & Co
New York
$4.36M -$4.27M -199,519 -50%
PI
7
Putnam Investments
Massachusetts
$4.15M -$125K -5,829 -3%
State Street
8
State Street
Massachusetts
$4.06M +$127K +5,905 +3%
First Manhattan
9
First Manhattan
New York
$4.04M
Invesco
10
Invesco
Georgia
$3.19M -$683K -31,871 -18%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.03M -$268K -12,500 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.82M +$47.7K +2,225 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.38M +$45.2K +2,111 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.11M -$237K -11,080 -10%
NFA
15
Nationwide Fund Advisors
Ohio
$1.97M -$38.6K -1,800 -2%
IOOF
16
Independent Order of Foresters
Ontario, Canada
$1.89M +$71.8K +3,350 +4%
Morgan Stanley
17
Morgan Stanley
New York
$1.87M +$138K +6,447 +8%
YMRC
18
Yorktown Management & Research Company
Virginia
$1.32M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.28M +$162K +7,543 +14%
Wells Fargo
20
Wells Fargo
California
$1.25M -$80.2K -3,743 -6%
TCIM
21
TIAA CREF Investment Management
New York
$1.2M -$21.6K -1,008 -2%
PPA
22
Parametric Portfolio Associates
Washington
$1.09M +$36.8K +1,718 +3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.06M -$270K -12,594 -20%
TA
24
Teachers Advisors
New York
$1M -$58.9K -2,750 -6%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$923K +$17.1K +800 +2%

OLP Hedge Fund Activity: Q1 2014 in Review

89 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in One Liberty Properties (OLP) for Q1 2014, worth a combined $123M — up 1.2% from $122M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OLP positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.22M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.27M.

  • 89 institutional investors held One Liberty Properties (OLP) as of Q1 2014, up from 88 in Q4 2013.
  • Funds reported $123M of One Liberty Properties stock for Q1 2014, up 1.2% quarter-over-quarter.
  • 5 funds opened new One Liberty Properties positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest One Liberty Properties buyer in Q1 2014 was Vanguard Group, an estimated $1.22M added.
  • The largest One Liberty Properties seller in Q1 2014 was L.J. Altfest & Co, an estimated $4.27M sold.

Based on aggregated 13F filings for Q1 2014.