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OLP

One Liberty Properties

115 hedge funds and large institutions have $184M invested in One Liberty Properties in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $159M → $184M (+$25M)

3.55% more ownership

Funds ownership: 37.9%41.45% (+3.6%)

3% more funds holding

Funds holding: 112115 (+3)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
45
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$39.7M -$41.6K -1,724 -0.1%
BIT
2
BlackRock Institutional Trust
California
$17.6M +$1.59M +65,697 +10%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.7M +$1.1M +45,700 +11%
BFA
4
BlackRock Fund Advisors
California
$11.1M +$1.66M +68,788 +19%
Northern Trust
5
Northern Trust
Illinois
$10.8M +$149K +6,165 +1%
State Street
6
State Street
Massachusetts
$6.97M +$582K +24,102 +10%
First Manhattan
7
First Manhattan
New York
$5.16M +$343K +14,225 +7%
LJAC
8
L.J. Altfest & Co
New York
$5.02M +$4.82M +199,853 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.63M +$29.4K +1,220 +0.7%
IP
10
InvenTrust Properties
Illinois
$4.37M
LSV Asset Management
11
LSV Asset Management
Illinois
$3.58M +$1.06M +43,900 +44%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.39M +$378K +15,655 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.29M +$124K +5,131 +4%
Morgan Stanley
14
Morgan Stanley
New York
$2.75M +$1.47M +60,905 +126%
Wells Fargo
15
Wells Fargo
California
$2.27M -$156K -6,460 -7%
MAM
16
Martingale Asset Management
Massachusetts
$2.27M +$299K +12,400 +16%
Bank of America
17
Bank of America
North Carolina
$2.1M +$154K +6,388 +8%
BIM
18
BlackRock Investment Management
Delaware
$1.43M -$16.9K -701 -1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.42M -$435K -18,050 -24%
TCIM
20
TIAA CREF Investment Management
New York
$1.35M -$101K -4,170 -7%
Invesco
21
Invesco
Georgia
$1.32M +$889K +36,847 +234%
DLG
22
Daniel L. Goodwin
$1.31M
Charles Schwab
23
Charles Schwab
California
$1.31M +$69K +2,859 +6%
Macquarie Group
24
Macquarie Group
Australia
$1.3M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.16M +$132K +5,486 +14%

OLP Hedge Fund Activity: Q4 2016 in Review

115 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in One Liberty Properties (OLP) for Q4 2016, worth a combined $184M — up 16% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OLP positions and 9 closed out — a net gain of 5 holders — while 45 added to existing stakes and 24 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $4.82M. The largest seller was Numeric Investors, exiting entirely with an estimated $561K sold.

  • 115 institutional investors held One Liberty Properties (OLP) as of Q4 2016, up from 112 in Q3 2016.
  • Funds reported $184M of One Liberty Properties stock for Q4 2016, up 16% quarter-over-quarter.
  • 14 funds opened new One Liberty Properties positions in Q4 2016 and 9 closed out, a net change of +5 holders.
  • The largest One Liberty Properties buyer in Q4 2016 was L.J. Altfest & Co, an estimated $4.82M added.
  • The largest One Liberty Properties seller in Q4 2016 was Numeric Investors, an estimated $561K sold.

Based on aggregated 13F filings for Q4 2016.