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Prologis

626 hedge funds and large institutions have $31.9B invested in Prologis in 2018 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

40% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $26M

3% more funds holding

Funds holding: 607626 (+19)

0.74% less ownership

Funds ownership: 95.87%95.13% (-0.74%)

3% less capital invested

Capital invested by funds: $32.9B → $31.9B (-$951M)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
626
Holders Change
+19
Holders Change %
+3.13%
% of All Funds
14.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
77
Increased
231
Reduced
239
Closed
52
Calls
$36.4M
Puts
$26M
Net Calls
+$10.4M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.64B -$264M -4,250,871 -5%
BlackRock
2
BlackRock
New York
$3.45B +$81.3M +1,307,023 +2%
State Street
3
State Street
Massachusetts
$1.84B -$41M -659,365 -2%
AAMU
4
APG Asset Management US
New York
$1.19B +$58.2M +935,500 +5%
Cohen & Steers
5
Cohen & Steers
New York
$1.17B +$44.3M +712,481 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.12B -$42.3M -680,559 -4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$661M -$5.26M -84,620 -0.8%
Invesco
8
Invesco
Georgia
$616M +$74.8M +1,202,845 +14%
Principal Financial Group
9
Principal Financial Group
Iowa
$609M +$1.07M +17,213 +0.2%
Deutsche Bank
10
Deutsche Bank
Germany
$592M +$205M +3,292,538 +54%
Northern Trust
11
Northern Trust
Illinois
$588M +$16.4M +263,787 +3%
Goldman Sachs
12
Goldman Sachs
New York
$533M -$12M -192,687 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$492M +$13.6M +219,068 +3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$486M -$23.5M -377,439 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$453M +$22.4M +359,603 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$446M -$140M -2,245,965 -24%
PI
17
PGGM Investments
Netherlands
$391M +$27.2M +438,000 +8%
Morgan Stanley
18
Morgan Stanley
New York
$377M -$2.8M -45,030 -0.7%
CIM
19
Centersquare Investment Management
Pennsylvania
$371M +$366M +5,887,289 New
Bank of America
20
Bank of America
North Carolina
$355M -$63.3M -1,018,697 -15%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$343M -$355M -5,708,743 -51%
Charles Schwab
22
Charles Schwab
California
$339M +$18M +289,358 +6%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$329M +$33.3M +535,822 +11%
Capital World Investors
24
Capital World Investors
California
$327M -$120M -1,930,000 -27%
Norges Bank
25
Norges Bank
Norway
$286M

PLD Hedge Fund Activity: Q1 2018 in Review

626 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q1 2018, worth a combined $31.9B — down 2.9% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PLD positions and 52 closed out — a net gain of 25 holders — while 231 added to existing stakes and 239 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $205M. The largest seller was Bank of New York Mellon, cutting an estimated $355M.

  • 626 institutional investors held Prologis (PLD) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $31.9B of Prologis stock for Q1 2018, down 2.9% quarter-over-quarter.
  • 77 funds opened new Prologis positions in Q1 2018 and 52 closed out, a net change of +25 holders.
  • The largest Prologis buyer in Q1 2018 was Deutsche Bank, an estimated $205M added.
  • The largest Prologis seller in Q1 2018 was Bank of New York Mellon, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2018.