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Prologis

1,371 hedge funds and large institutions have $96.4B invested in Prologis in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 577 increasing their positions, 496 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
-16
Holders Change %
-1.15%
% of All Funds
21.86%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.64%
New
90
Increased
577
Reduced
496
Closed
90
Calls
$223M
Puts
$156M
Net Calls
+$66.7M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
801
Choate Investment Advisors
Massachusetts
$695K +$428K +3,814 +160%
ACM
802
AlphaStar Capital Management
North Carolina
$694K +$55.4K +494 +9%
EWM
803
Empirical Wealth Management
Washington
$694K +$318K +2,833 +85%
AWA
804
Arete Wealth Advisors
Illinois
$692K +$1.57K +14 +0.2%
WPC
805
Wedmont Private Capital
Pennsylvania
$691K -$64.3K -587 -9%
WWG
806
West Wealth Group
California
$680K +$680K +6,056 New
JWCA
807
J.W. Coons Advisors
Ohio
$679K
KACA
808
Kayne Anderson Capital Advisors
California
$673K +$673K +6,000 New
FCP
809
Fidelis Capital Partners
Florida
$672K +$64.6K +576 +11%
MW
810
Marcum Wealth
Ohio
$669K -$80.6K -718 -11%
SAG
811
SageView Advisory Group
California
$664K -$123K -1,100 -16%
JWCA
812
J.W. Cole Advisors
Florida
$655K -$15.4K -137 -2%
PA
813
Prossimo Advisors
California
$653K
MG
814
Mather Group
Illinois
$644K +$28.5K +254 +5%
CB
815
CNB Bank
Pennsylvania
$644K -$19.9K -177 -3%
MWA
816
MFA Wealth Advisors
Pennsylvania
$641K +$112K +998 +21%
SCM
817
Shelton Capital Management
Colorado
$638K
CFSG
818
Community Financial Services Group
Vermont
$638K +$638K +5,685 New
VCM
819
Virtue Capital Management
Tennessee
$637K
MCWS
820
McKinley Carter Wealth Services
West Virginia
$634K +$561 +5 +0.1%
First Manhattan
821
First Manhattan
New York
$632K +$34.6K +308 +6%
AIS
822
American Investment Services
Massachusetts
$630K -$195K -1,741 -24%
SACTSONJ
823
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$628K
HGERS
824
Householder Group Estate & Retirement Specialist
Arizona
$624K +$624K +5,556 New
WSTAM
825
Wilbanks Smith & Thomas Asset Management
Virginia
$622K +$5.61K +50 +0.9%