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Prologis
PLD

Overview Fund Activity

1,387 hedge funds and large institutions have $104B invested in Prologis in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 582 increasing their positions, 492 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+21
Holders Change %
+1.54%
% of All Funds
21.87%
Holding in Top 10
43
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.87%
% of All Funds
0.68%
New
99
Increased
582
Reduced
492
Closed
69
Calls
$237M
Puts
$146M
Net Calls
+$91.4M
Net Calls Change
+$201M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$316M
3
Morgan Stanley
Morgan Stanley
New York
+$184M
4
BlackRock
BlackRock
New York
+$182M
5
Ameriprise
Ameriprise
Minnesota
+$178M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$333M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$300M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$283M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$282M
5
Citadel Advisors
Citadel Advisors
Florida
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
851
Venture Visionary Partners
Ohio
$582K +$20.5K +167 +4%
MLA
852
My Legacy Advisors
Oregon
$579K +$635 +5 +0.1%
MWA
853
MFA Wealth Advisors
Pennsylvania
$579K +$18K +147 +3%
KW
854
KWB Wealth
California
$575K +$132K +1,079 +30%
OIA
855
OneDigital Investment Advisors
Kansas
$573K -$3.31K -27 -0.6%
PTC
856
Private Trust Company
Ohio
$570K -$41.9K -342 -7%
WF
857
Welch & Forbes
Massachusetts
$567K -$3.43K -28 -0.6%
MLA
858
MB, Levis & Associates
Pennsylvania
$567K – – –
SIC
859
Sterling Investment Counsel
New York
$566K – – –
TCA
860
Transcend Capital Advisors
New Jersey
$560K +$8.34K +68 +2%
T
861
TOBAM
France
$558K – – –
PRC
862
Pearl River Capital
Michigan
$556K -$524K -4,269 -49%
FMLI
863
Fukoku Mutual Life Insurance
Japan
$553K +$553K +4,511 New
CIC
864
Carnegie Investment Counsel
Ohio
$550K +$85.7K +699 +18%
CT
865
Columbia Trust
Oregon
$548K +$8.09K +66 +1%
GCP
866
Garda Capital Partners
Minnesota
$548K +$548K +4,467 New
MFG
867
Menard Financial Group
Texas
$546K -$201K -1,636 -27%
SFA
868
Source Financial Advisors
New York
$544K +$10.8K +88 +2%
TNA
869
True North Advisors
Texas
$544K +$544K +4,434 New
PHAM
870
Palisades Hudson Asset Management
Florida
$543K – – –
SOS
871
Silver Oak Securities
Tennessee
$540K +$180K +1,469 +50%
GLR
872
Great Lakes Retirement
Ohio
$537K +$537K +4,375 New
LFG
873
Lockerman Financial Group
California
$530K +$24.3K +198 +5%
NRG
874
Nemes Rush Group
Michigan
$528K +$528K +4,304 New
AMIM
875
Aull & Monroe Investment Management
Alabama
$527K – – –
33 34
35
36 37