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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 %
HKIMG
926
Hutchens & Kramer Investment Management Group
Indiana
$434K -$4.05K -33 -0.9%
BFA
927
BMS Financial Advisors
South Dakota
$431K -$173K -1,408 -29%
RBC
928
Romano Brothers & Co
Illinois
$431K +$22.1K +180 +5%
WDC
929
Woodward Diversified Capital
California
$430K -$6.62K -54 -2%
FMWA
930
Forvis Mazars Wealth Advisors
Missouri
$425K +$94.2K +768 +28%
ARMT
931
Amica Retiree Medical Trust
Rhode Island
$425K -$27.1K -221 -6%
M
932
Mirova
France
$423K -$175K -1,425 -29%
AP
933
Arlington Partners
Alabama
$423K – – –
OWM
934
OneAscent Wealth Management
Alabama
$422K +$57.9K +472 +16%
GWM
935
GDS Wealth Management
Texas
$420K -$1.59K -13 -0.4%
NAS
936
Nicolet Advisory Services
Wisconsin
$416K +$37K +301 +10%
FG
937
Fiduciary Group
Georgia
$413K -$8.09K -66 -2%
GM
938
GeoWealth Management
Illinois
$412K -$7.97K -65 -2%
EWM
939
Empirical Wealth Management
Washington
$411K +$107K +873 +35%
NP
940
NorthRock Partners
Minnesota
$411K -$76K -620 -16%
BC
941
Burney Company
Virginia
$405K -$16.9K -138 -4%
MCM
942
McDonough Capital Management
Florida
$404K +$368 +3 +0.1%
GEM
943
Global Endowment Management
North Carolina
$402K -$20.2K -165 -5%
GIA
944
Gladstone Institutional Advisory
Florida
$402K +$24.8K +202 +7%
AFT
945
Alpha Family Trust
California
$398K – – –
PCS
946
Personal CFO Solutions
New Jersey
$398K -$3.68K -30 -0.9%
MWM
947
Mission Wealth Management
California
$398K +$4.42K +36 +1%
MMM
948
Mendel Money Management
Illinois
$397K +$70K +571 +21%
PWP
949
Phillips Wealth Planners
Mississippi
$393K +$5.89K +48 +2%
GWMIA
950
Global Wealth Management Investment Advisory
Florida
$392K +$20K +163 +5%
36 37
38
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