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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
LTI
1451
Laffer Tengler Investments
Tennessee
– -$32.6K -266 Closed
EDRH
1452
Edmond de Rothschild Holding
Switzerland
– -$30.5K -249 Closed
VF
1453
VitalStone Financial
Texas
– -$27K -215 Closed
TFP
1454
Tilia Fiduciary Partners
North Carolina
– -$18.9K -154 Closed
IGWM
1455
ICA Group Wealth Management
Colorado
– -$14K -114 Closed
KFP
1456
KB Financial Partners
New Jersey
– -$6K -53 Closed
SF
1457
Safeguard Financial
Wisconsin
– -$6K -50 Closed
WP
1458
WealthPLAN Partners
Nebraska
– -$4.91K -40 Closed
CFFP
1459
Center for Financial Planning
Michigan
– -$3.8K -31 Closed
YDMI
1460
Y.D. More Investments
Israel
– -$2.94K -24 Closed
HS
1461
Horan Securities
United States
– -$2.82K -23 Closed
JGIA
1462
Jackson Grant Investment Advisers
Connecticut
– -$2.7K -22 Closed
RAM
1463
Riggs Asset Management
Pennsylvania
– -$2.33K -19 Closed
CA
1464
Crewe Advisors
Utah
– -$2.08K -17 Closed
SWM
1465
Sanctuary Wealth Management
Idaho
– -$1.23K -10 Closed
SIC
1466
Salem Investment Counselors
North Carolina
– -$1.1K -9 Closed
ODG
1467
O'Dell Group
Ohio
– -$614 -5 Closed
AWM
1468
AllSquare Wealth Management
New York
– -$497 -4 Closed
55 56 57 58
59

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.