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Prologis

1,366 hedge funds and large institutions have $107B invested in Prologis in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 607 increasing their positions, 419 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,366
Holders Change
+47
Holders Change %
+3.56%
% of All Funds
21.86%
Holding in Top 10
53
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.36%
% of All Funds
0.85%
New
158
Increased
607
Reduced
419
Closed
79
Calls
$227M
Puts
$336M
Net Calls
-$110M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
951
OneAscent Wealth Management
Alabama
$370K +$67.5K +542 +22%
SOS
952
Silver Oak Securities
Tennessee
$369K +$369K +2,937 New
MC
953
Muzinich & Co
New York
$369K +$107K +854 +41%
LCS
954
Levin Capital Strategies
New York
$362K +$362K +2,900 New
GFP
955
Gryphon Financial Partners
Ohio
$361K -$19K -152 -5%
DL
956
DOHJ LLC
Washington
$358K -$15.5K -124 -4%
LWM
957
Laidlaw Wealth Management
New York
$357K +$6.24K +50 +2%
VFA
958
Voya Financial Advisors
Connecticut
$356K +$13.3K +109 +4%
SMA
959
Sage Mountain Advisors
Georgia
$355K +$355K +2,846 New
BB
960
Berkshire Bank
Massachusetts
$355K -$20.1K -161 -5%
HIIFS
961
Harel Insurance Investments & Financial Services
Israel
$354K +$189K +1,542 +115%
PWMAG
962
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$85.7K +687 +32%
JSL
963
JT Stratford LLC
Georgia
$352K +$352K +2,821 New
VC
964
Veracity Capital
Georgia
$351K +$17.3K +139 +5%
Wealth Enhancement Advisory Services
965
Wealth Enhancement Advisory Services
Minnesota
$348K +$348K +2,789 New
VWA
966
Visionary Wealth Advisors
Illinois
$346K -$10.4K -83 -3%
CT
967
Chicago Trust
Illinois
$345K +$345K +2,762 New
DDC
968
DF Dent & Co
Maryland
$345K +$25.5K +204 +8%
WAP
969
Wealthcare Advisory Partners
Pennsylvania
$344K +$9.98K +80 +3%
WP
970
Wealthspan Partners
Iowa
$342K -$21.3K -171 -6%
SIA
971
Strategic Investment Advisors
Michigan
$339K +$41.2K +330 +14%
M
972
MOTCO
Texas
$338K +$12.7K +102 +4%
FMWA
973
Forvis Mazars Wealth Advisors
Missouri
$337K +$499 +4 +0.1%
MA
974
Modus Advisors
Minnesota
$336K +$13.1K +105 +4%
NWA
975
Navis Wealth Advisors
New York
$335K +$7.49K +60 +2%