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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 %
AWC
1151
Abundance Wealth Counselors
Pennsylvania
$210K +$4.91K +40 +2%
C
1152
Covestor
United Kingdom
$210K +$5.15K +42 +3%
MSS
1153
Mitchell Sinkler & Starr
Pennsylvania
$210K +$210K +1,710 New
JWS
1154
Juncture Wealth Strategies
Arizona
$210K – – –
3F
1155
360 Financial
Minnesota
$208K – – –
AP
1156
Adero Partners
California
$208K +$4.54K +37 +2%
TWM
1157
Thrive Wealth Management
Pennsylvania
$208K +$208K +1,696 New
CA
1158
CapWealth Advisors
Tennessee
$208K – – –
BCP
1159
Blue Chip Partners
Michigan
$207K +$19.3K +157 +10%
PFG
1160
PAX Financial Group
Texas
$207K +$2.7K +22 +1%
HL
1161
HeadInvest LLC
Maine
$207K +$1.36K +11 +0.7%
PWA
1162
Physician Wealth Advisors
Utah
$206K – – –
MIM
1163
MTM Investment Management
South Carolina
$206K – – –
SIGI
1164
Susquehanna International Group (Ireland)
Ireland
$206K +$206K +1,677 New
RWB
1165
RMR Wealth Builders
New Jersey
$205K +$123 +1 +0.1%
OWA
1166
Opal Wealth Advisors
New York
$205K +$205K +1,669 New
FFA
1167
Founders Financial Alliance
North Carolina
$204K +$204K +1,663 New
CPRC
1168
Consolidated Portfolio Review Corp
New York
$202K -$368 -3 -0.2%
NL
1169
NWAM LLC
Washington
$201K +$201K +1,637 New
FMII
1170
Farmers & Merchants Investments Inc
Nebraska
$190K – – –
JWM
1171
Janiczek Wealth Management
Colorado
$189K +$41.3K +337 +28%
BBHC
1172
Brown Brothers Harriman & Co
New York
$186K -$194K -1,578 -51%
CAC
1173
Core Alternative Capital
Georgia
$175K +$124K +1,012 +243%
WBC
1174
West Branch Capital
Massachusetts
$167K – – –
GBT
1175
Grove Bank & Trust
Florida
$167K -$6.01K -49 -3%
45 46
47
48 49