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Prologis
PLD

1,378 hedge funds and large institutions have $96.5B invested in Prologis in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 581 increasing their positions, 498 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $223M | Put options by funds: $156M

17% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 498

0.54% more ownership

Funds ownership: 92.46% → 93% (+0.54%)

0% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 90

1% less funds holding

Funds holding: 1,394 → 1,378 (-16)

7% less funds holding in top 10

Funds holding in top 10: 43 → 40 (-3)

8% less capital invested

Capital invested by funds: $105B → $96.5B (-$8.06B)

Holders
1,378
Holders Change
-16
Holders Change %
-1.15%
% of All Funds
21.87%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.63%
New
90
Increased
581
Reduced
498
Closed
90
Calls
$223M
Puts
$156M
Net Calls
+$66.7M
Net Calls Change
-$24.6M

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$202M
2
Goldman Sachs
Goldman Sachs
New York
+$177M
3
UBS AM
UBS AM
Illinois
+$174M
4
Amundi
Amundi
France
+$164M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$139M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$293M
2
Invesco
Invesco
Georgia
-$250M
3
Millennium Management
Millennium Management
New York
-$147M
4
State Street
State Street
Massachusetts
-$114M
5
RC
Resolution Capital
Australia
-$92.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
751
Freedom Investment Management
Connecticut
$856K -$7.58K -62 -0.8%
LFA
752
LGT Financial Advisors
Texas
$852K +$3.06K +25 +0.3%
BL
753
Balentine LLC
Georgia
$851K +$4.89K +40 +0.5%
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$850K -$6.61K -54 -0.7%
Empower Advisory Group
755
Empower Advisory Group
Colorado
$846K +$83.2K +680 +10%
HI
756
Horizon Investments
North Carolina
$845K -$11.1K -91 -1%
CA
757
Crumly & Associates
Illinois
$836K -$2.94K -24 -0.3%
SPC
758
Sigma Planning Corp
Michigan
$824K +$25.7K +210 +3%
LFAS
759
Level Four Advisory Services
Texas
$823K +$186K +1,519 +26%
TC
760
Telemus Capital
Michigan
$820K +$894K +7,307 New
SCM
761
Schnieders Capital Management
California
$817K -$450K -3,678 -34%
BP
762
Ballentine Partners
Massachusetts
$817K -$177K -1,446 -17%
TSS
763
Two Sigma Securities
New York
$817K +$389K +3,181 +78%
SMC
764
Smith, Moore & Co
Missouri
$816K +$890K +7,274 New
DAS
765
Dynamic Advisor Solutions
Arizona
$816K +$125K +1,021 +16%
RCIM
766
Red Cedar Investment Management
Michigan
$814K -$562K -4,597 -39%
KPWS
767
Kestra Private Wealth Services
Texas
$812K +$886K +7,239 New
MC
768
Machina Capital
France
$811K +$166K +1,360 +23%
TCM
769
Telos Capital Management
California
$811K +$33.2K +271 +4%
IAG
770
Investment Advisory Group
Massachusetts
$811K – – –
SHFA
771
SC&H Financial Advisors
Maryland
$811K – – –
BFA
772
BBJS Financial Advisors
Washington
$809K +$2.69K +22 +0.3%
SC
773
Syon Capital
California
$804K +$876K +7,162 New
SFA
774
Sequoia Financial Advisors
Ohio
$803K -$55.8K -456 -6%
CP
775
Covenant Partners
Tennessee
$802K – – –
29 30
31
32 33

PLD Hedge Fund Activity: Q3 2023 in Review

1,378 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q3 2023, worth a combined $96.5B — down 7.7% from $105B a quarter earlier.

Fund positioning in PLD was balanced in Q3 2023: 90 funds opened new positions, 90 closed out, 581 added to existing stakes and 498 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $202M. The largest seller was Cohen & Steers, cutting an estimated $293M.

  • 1,378 institutional investors held Prologis (PLD) as of Q3 2023, down from 1,394 in Q2 2023.
  • Funds reported $96.5B of Prologis stock for Q3 2023, down 7.7% quarter-over-quarter.
  • 90 funds opened new Prologis positions in Q3 2023 and 90 closed out, a net change of 0 holders.
  • The largest Prologis buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $202M added.
  • The largest Prologis seller in Q3 2023 was Cohen & Steers, an estimated $293M sold.

Based on aggregated 13F filings for Q3 2023.