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Prologis
PLD

1,378 hedge funds and large institutions have $96.5B invested in Prologis in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 581 increasing their positions, 498 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $223M | Put options by funds: $156M

17% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 498

0.54% more ownership

Funds ownership: 92.46% → 93% (+0.54%)

0% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 90

1% less funds holding

Funds holding: 1,394 → 1,378 (-16)

7% less funds holding in top 10

Funds holding in top 10: 43 → 40 (-3)

8% less capital invested

Capital invested by funds: $105B → $96.5B (-$8.06B)

Holders
1,378
Holders Change
-16
Holders Change %
-1.15%
% of All Funds
21.87%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
0.63%
New
90
Increased
581
Reduced
498
Closed
90
Calls
$223M
Puts
$156M
Net Calls
+$66.7M
Net Calls Change
-$24.6M

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$202M
2
Goldman Sachs
Goldman Sachs
New York
+$177M
3
UBS AM
UBS AM
Illinois
+$174M
4
Amundi
Amundi
France
+$164M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$139M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$293M
2
Invesco
Invesco
Georgia
-$250M
3
Millennium Management
Millennium Management
New York
-$147M
4
State Street
State Street
Massachusetts
-$114M
5
RC
Resolution Capital
Australia
-$92.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1351
Dividend Assets Capital
South Carolina
$5K – – –
APC
1352
Aspire Private Capital
North Carolina
$4.86K – – –
CSWM
1353
Cassady Schiller Wealth Management
Ohio
$4.6K +$5.01K +41 New
MFT
1354
Moisand Fitzgerald Tamayo
Florida
$4.26K -$5.26K -43 -53%
CWC
1355
Carolinas Wealth Consulting
North Carolina
$4.23K -$1.22K -10 -19%
HB
1356
Horizon Bancorp
Indiana
$4K – – –
ECM
1357
Everence Capital Management
Indiana
$3.93K +$346K +2,830 +9%
CP
1358
Castleview Partners
Texas
$3.7K – – –
AWM
1359
Activest Wealth Management
Florida
$3.53K – – –
IPW
1360
Impact Partnership Wealth
Georgia
$3.03K -$14.4K -118 -81%
FP
1361
Financial Perspectives
Minnesota
$2.81K – – –
IWP
1362
IAG Wealth Partners
Wisconsin
$2.81K – – –
ACA
1363
Atlas Capital Advisors
Wyoming
$2.69K – – –
CSC
1364
Caldwell Sutter Capital
California
$2.24K – – –
AWA
1365
Authentikos Wealth Advisory
California
$2.13K +$2.32K +19 New
CTWM
1366
Cherry Tree Wealth Management
Minnesota
$1.8K -$35.5K -290 -95%
HWP
1367
Highline Wealth Partners
California
$1.79K – – –
HWP
1368
Hibernia Wealth Partners
Louisiana
$1.79K +$1.96K +16 New
BAM
1369
Bellevue Asset Management
Washington
$1.69K +$1.83K +15 New
TCM
1370
Tradewinds Capital Management
Washington
$1.68K – – –
UFF
1371
USA Financial Formulas
Michigan
$1.35K – – –
TCM
1372
TD Capital Management
Tennessee
$1.12K +$1.22K +10 New
NIG
1373
NFJ Investment Group
Texas
$1.01K – – –
WB
1374
Webster Bank
Connecticut
$1.01K – – –
TFA
1375
Transamerica Financial Advisors
Florida
$1K – – –
53 54
55
56 57

PLD Hedge Fund Activity: Q3 2023 in Review

1,378 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q3 2023, worth a combined $96.5B — down 7.7% from $105B a quarter earlier.

Fund positioning in PLD was balanced in Q3 2023: 90 funds opened new positions, 90 closed out, 581 added to existing stakes and 498 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $202M. The largest seller was Cohen & Steers, cutting an estimated $293M.

  • 1,378 institutional investors held Prologis (PLD) as of Q3 2023, down from 1,394 in Q2 2023.
  • Funds reported $96.5B of Prologis stock for Q3 2023, down 7.7% quarter-over-quarter.
  • 90 funds opened new Prologis positions in Q3 2023 and 90 closed out, a net change of 0 holders.
  • The largest Prologis buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $202M added.
  • The largest Prologis seller in Q3 2023 was Cohen & Steers, an estimated $293M sold.

Based on aggregated 13F filings for Q3 2023.