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Prologis

1,481 hedge funds and large institutions have $111B invested in Prologis in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 636 increasing their positions, 504 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $251M | Put options by funds: $186M

26% more repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 504

21% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 112

0% more funds holding

Funds holding: 1,4741,481 (+7)

2.74% less ownership

Funds ownership: 95.54%92.8% (-2.7%)

5% less capital invested

Capital invested by funds: $118B → $111B (-$6.3B)

11% less funds holding in top 10

Funds holding in top 10: 4439 (-5)

Holders
1,481
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
21.33%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.56%
New
136
Increased
636
Reduced
504
Closed
112
Calls
$251M
Puts
$186M
Net Calls
+$64.5M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
826
HFG Wealth Management
Texas
$790K
MG
827
Mather Group
Illinois
$789K -$392 -3 -0.1%
JWCA
828
J.W. Coons Advisors
Ohio
$788K
NEWAS
829
N.E.W. Advisory Services
Wisconsin
$787K
BA
830
Bridgewater Associates
Connecticut
$787K -$539K -4,127 -41%
IIM
831
InTrack Investment Management
Vermont
$785K +$212K +1,626 +37%
CM
832
Caption Management
Oklahoma
$781K +$784K +6,000 New
MUAMU
833
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$781K -$915K -7,000 -54%
MBT
834
Montecito Bank & Trust
California
$778K -$29.9K -229 -4%
OIA
835
OneDigital Investment Advisors
Kansas
$776K +$64.9K +497 +9%
AWM
836
Axxcess Wealth Management
California
$774K -$46.1K -353 -6%
DIA
837
Dana Investment Advisors
Wisconsin
$763K -$91.2K -698 -11%
CCFCSB
838
Cape Cod Five Cents Savings Bank
Massachusetts
$762K -$58.5K -448 -7%
CWM
839
Congress Wealth Management
Massachusetts
$761K +$763K +5,843 New
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$754K +$25.3K +194 +3%
SAM
841
Smartleaf Asset Management
Massachusetts
$746K +$217K +1,661 +40%
ITC
842
Inspire Trust Company
Nevada
$746K +$500K +3,830 +202%
Citadel Advisors
843
Citadel Advisors
Florida
$742K +$544K +4,164 +271%
EWM
844
Empirical Wealth Management
Washington
$742K -$112K -859 -13%
WAAG
845
Wealth Alliance Advisory Group
Kansas
$740K +$42.5K +325 +6%
MCC
846
Money Concepts Capital
Florida
$739K +$10.6K +81 +1%
MW
847
Marcum Wealth
Ohio
$734K -$31.1K -238 -4%
IAN
848
Integrated Advisors Network
Texas
$732K -$292K -2,233 -28%
JWCA
849
J.W. Cole Advisors
Florida
$732K -$33.1K -253 -4%
AIS
850
American Investment Services
Massachusetts
$731K

PLD Hedge Fund Activity: Q1 2024 in Review

1,481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q1 2024, worth a combined $111B — down 5.4% from $118B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new PLD positions and 112 closed out — a net gain of 24 holders — while 636 added to existing stakes and 504 trimmed.

The largest buyer was Alphinity Investment Management, opening a new position worth an estimated $467M. The largest seller was Morgan Stanley, cutting an estimated $1.94B.

  • 1,481 institutional investors held Prologis (PLD) as of Q1 2024, up from 1,474 in Q4 2023.
  • Funds reported $111B of Prologis stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 136 funds opened new Prologis positions in Q1 2024 and 112 closed out, a net change of +24 holders.
  • The largest Prologis buyer in Q1 2024 was Alphinity Investment Management, an estimated $467M added.
  • The largest Prologis seller in Q1 2024 was Morgan Stanley, an estimated $1.94B sold.

Based on aggregated 13F filings for Q1 2024.