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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 %
QWM
1101
Quaker Wealth Management
New Jersey
$246K +$736 +6 +0.3%
BFM
1102
Boston Financial Management
Massachusetts
$245K +$4.91K +40 +2%
EC
1103
EJF Capital
Virginia
$245K -$123K -1,000 -33%
PAA
1104
Peregrine Asset Advisers
Oregon
$245K – – –
AWM
1105
Axxcess Wealth Management
California
$245K +$7.97K +65 +3%
AC
1106
Avestar Capital
New York
$243K +$243K +1,979 New
MWM
1107
Mattern Wealth Management
Kansas
$242K -$1.72K -14 -0.7%
PPP
1108
Private Portfolio Partners
New Jersey
$241K +$5.77K +47 +2%
BFA
1109
Beaumont Financial Advisors
Massachusetts
$240K +$11.9K +97 +5%
MSFS
1110
Main Street Financial Solutions
Pennsylvania
$240K +$6.99K +57 +3%
DWM
1111
Destination Wealth Management
California
$237K -$1.84K -15 -0.8%
FFA
1112
Farther Finance Advisors
California
$236K +$79.4K +647 +51%
HFW
1113
Horizon Family Wealth
Illinois
$236K -$6.01K -49 -2%
CFG
1114
Carr Financial Group
Massachusetts
$234K – – –
WCA
1115
Westover Capital Advisors
Delaware
$234K -$252K -2,058 -52%
SB
1116
Strategic Blueprint
Georgia
$233K +$233K +1,901 New
UF
1117
Univest Financial
Pennsylvania
$233K +$233K +1,901 New
SCM
1118
Sandler Capital Management
New York
$233K – – –
SFS
1119
Summit Financial Strategies
Ohio
$233K – – –
SPA
1120
Sherbrooke Park Advisers
New York
$233K +$233K +1,900 New
CWM
1121
Cedar Wealth Management
California
$232K – – –
NJBEST
1122
New Jersey Better Educational Savings Trust
New Jersey
$231K – – –
CCM
1123
Carlson Capital Management
Minnesota
$231K +$10.1K +82 +5%
RMDI
1124
R.M. Davis Inc
Maine
$231K +$231K +1,887 New
GWS
1125
Glassman Wealth Services
Virginia
$231K +$6.01K +49 +3%
43 44
45
46 47