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Prologis

816 hedge funds and large institutions have $55.1B invested in Prologis in 2019 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 341 increasing their positions, 237 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

157% more call options, than puts

Call options by funds: $102M | Put options by funds: $39.8M

44% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 237

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

9% more funds holding

Funds holding: 746816 (+70)

7% more capital invested

Capital invested by funds: $51.6B → $55.1B (+$3.49B)

1.86% more ownership

Funds ownership: 96.07%97.93% (+1.9%)

Holders
816
Holders Change
+70
Holders Change %
+9.38%
% of All Funds
16.08%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.65%
New
131
Increased
341
Reduced
237
Closed
47
Calls
$102M
Puts
$39.8M
Net Calls
+$62.3M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
226
Foundry Partners
Minnesota
$10.1M +$2.1M +23,663 +26%
TPSF
227
Texas Permanent School Fund
Texas
$9.96M -$512K -5,777 -5%
FAF
228
Första AP-fonden
Sweden
$9.88M +$1.11M +12,500 +13%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$9.86M -$51.1K -576 -0.5%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.77M -$1.11M -12,510 -10%
RGREA
231
Ranger Global Real Estate Advisors
Colorado
$9.72M -$13.3M -150,000 -58%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$9.71M -$1.32M -14,867 -12%
RIG
233
RiverFront Investment Group
Virginia
$9.63M -$288K -3,253 -3%
Ninety One (UK)
234
Ninety One (UK)
United Kingdom
$9.45M -$35.5K -400 -0.4%
PG
235
Pendal Group
Australia
$9.08M +$594K +6,700 +7%
NAM
236
Nissay Asset Management
Japan
$9M +$421K +4,746 +5%
Calamos Advisors
237
Calamos Advisors
Illinois
$8.98M -$146K -1,642 -2%
SOAMC
238
Spirit of America Management Corp
New York
$8.78M -$26.6K -300 -0.3%
SC
239
Sculptor Capital
New York
$8.72M +$8.68M +97,881 New
MAM
240
Madison Asset Management
Wisconsin
$8.72M +$8.67M +97,775 New
JAM
241
JLP Asset Management
New York
$8.61M -$771K -8,700 -8%
PDN
242
Pensionfund DSM Netherlands
Netherlands
$8.58M
AB
243
Amalgamated Bank
New York
$8.51M +$621K +7,002 +8%
AAF
244
Andra AP-fonden
Sweden
$8.45M +$1.19M +13,400 +16%
EVM
245
Eaton Vance Management
Massachusetts
$8.24M -$75.8K -855 -0.9%
MSA
246
Mason Street Advisors
Wisconsin
$8.04M +$19.6K +221 +0.2%
NB
247
Norinchukin Bank
Japan
$8.03M -$616K -6,945 -7%
HIMCH
248
Hartford Investment Management Co (HIMCO)
Connecticut
$7.87M -$140K -1,579 -2%
VI
249
Vestcor Inc
New Brunswick, Canada
$7.84M +$7.8M +87,978 New
AG
250
Advisor Group
Arizona
$7.67M +$2.69M +30,362 +55%

PLD Hedge Fund Activity: Q4 2019 in Review

816 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q4 2019, worth a combined $55.1B — up 6.8% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new PLD positions and 47 closed out — a net gain of 84 holders — while 341 added to existing stakes and 237 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $313M. The largest seller was State Street, cutting an estimated $258M.

  • 816 institutional investors held Prologis (PLD) as of Q4 2019, up from 746 in Q3 2019.
  • Funds reported $55.1B of Prologis stock for Q4 2019, up 6.8% quarter-over-quarter.
  • 131 funds opened new Prologis positions in Q4 2019 and 47 closed out, a net change of +84 holders.
  • The largest Prologis buyer in Q4 2019 was Goldman Sachs, an estimated $313M added.
  • The largest Prologis seller in Q4 2019 was State Street, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.