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OLP

One Liberty Properties

102 hedge funds and large institutions have $172M invested in One Liberty Properties in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

1.35% less ownership

Funds ownership: 41.45%40.1% (-1.3%)

7% less capital invested

Capital invested by funds: $184M → $172M (-$12.2M)

11% less funds holding

Funds holding: 115102 (-13)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
102
Holders Change
-13
Holders Change %
-11.3%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
37
Reduced
33
Closed
11
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$38.3M +$1.47M +61,838 +4%
BlackRock
2
BlackRock
New York
$30.6M +$30.7M +1,295,618 +8,594%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.4M +$595K +25,100 +5%
Northern Trust
4
Northern Trust
Illinois
$10.1M +$106K +4,459 +1%
State Street
5
State Street
Massachusetts
$8.68M +$2.24M +94,426 +34%
First Manhattan
6
First Manhattan
New York
$4.74M -$61.6K -2,600 -1%
LJAC
7
L.J. Altfest & Co
New York
$4.67M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.46M +$157K +6,626 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.41M +$267K +11,275 +8%
LSV Asset Management
10
LSV Asset Management
Illinois
$3.34M +$7.11K +300 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.16M +$100K +4,232 +3%
Bank of America
12
Bank of America
North Carolina
$2.01M +$62.3K +2,628 +3%
Morgan Stanley
13
Morgan Stanley
New York
$2.01M -$552K -23,260 -21%
PAM
14
Panagora Asset Management
Massachusetts
$1.82M +$997K +42,064 +117%
MAM
15
Martingale Asset Management
Massachusetts
$1.77M -$348K -14,697 -16%
Charles Schwab
16
Charles Schwab
California
$1.41M +$201K +8,466 +16%
Invesco
17
Invesco
Georgia
$1.38M +$152K +6,421 +12%
Axa
18
Axa
France
$1.38M +$545K +22,982 +64%
Wells Fargo
19
Wells Fargo
California
$1.36M -$762K -32,122 -35%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.27M -$48.1K -2,030 -4%
DLG
21
Daniel L. Goodwin
$1.22M
Macquarie Group
22
Macquarie Group
Australia
$1.21M
TCIM
23
TIAA CREF Investment Management
New York
$1.18M -$73K -3,080 -6%
IOOF
24
Independent Order of Foresters
Ontario, Canada
$1.16M +$119K +5,000 +11%
ACM
25
Ativo Capital Management
Illinois
$1.07M +$119K +5,004 +12%

OLP Hedge Fund Activity: Q1 2017 in Review

102 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in One Liberty Properties (OLP) for Q1 2017, worth a combined $172M — down 6.6% from $184M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OLP and 5 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was BlackRock, adding an estimated $30.7M. The largest seller was InvenTrust Properties, exiting entirely with an estimated $4.37M sold.

  • 102 institutional investors held One Liberty Properties (OLP) as of Q1 2017, down from 115 in Q4 2016.
  • Funds reported $172M of One Liberty Properties stock for Q1 2017, down 6.6% quarter-over-quarter.
  • 5 funds opened new One Liberty Properties positions in Q1 2017 and 11 closed out, a net change of -6 holders.
  • The largest One Liberty Properties buyer in Q1 2017 was BlackRock, an estimated $30.7M added.
  • The largest One Liberty Properties seller in Q1 2017 was InvenTrust Properties, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2017.