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Prologis

629 hedge funds and large institutions have $33.8B invested in Prologis in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 258 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 208

19% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $31.6M

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $31.9B → $33.8B (+$1.85B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

1.32% more ownership

Funds ownership: 95.13%96.44% (+1.3%)

0% more funds holding

Funds holding: 626629 (+3)

Holders
629
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
14.4%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.53%
New
63
Increased
258
Reduced
208
Closed
55
Calls
$37.6M
Puts
$31.6M
Net Calls
+$6.03M
Net Calls Change
-$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.58B -$261M -4,058,903 -6%
BlackRock
2
BlackRock
New York
$3.77B +$172M +2,674,518 +5%
State Street
3
State Street
Massachusetts
$1.91B -$12.3M -191,348 -0.7%
AAMU
4
APG Asset Management US
New York
$1.37B +$126M +1,952,500 +10%
Cohen & Steers
5
Cohen & Steers
New York
$1.31B +$90.8M +1,411,852 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.04B -$125M -1,941,183 -11%
Invesco
7
Invesco
Georgia
$760M +$116M +1,803,888 +18%
Principal Financial Group
8
Principal Financial Group
Iowa
$723M +$85.8M +1,334,721 +14%
Northern Trust
9
Northern Trust
Illinois
$610M -$3.34M -51,953 -0.6%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$520M +$13.6M +210,819 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$519M +$5.81M +90,370 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$514M +$48.1M +748,505 +11%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$461M -$223M -3,468,566 -33%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$450M -$22.4M -348,039 -5%
Deutsche Bank
15
Deutsche Bank
Germany
$447M -$166M -2,581,981 -27%
Goldman Sachs
16
Goldman Sachs
New York
$428M -$125M -1,945,540 -23%
PI
17
PGGM Investments
Netherlands
$407M
Bank of America
18
Bank of America
North Carolina
$396M +$25.7M +400,104 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$378M +$20.5M +318,616 +6%
Morgan Stanley
20
Morgan Stanley
New York
$376M -$16.1M -249,730 -4%
Charles Schwab
21
Charles Schwab
California
$371M +$17.2M +267,746 +5%
Daiwa Securities Group
22
Daiwa Securities Group
Japan
$353M +$9.53M +148,212 +3%
CIM
23
Centersquare Investment Management
Pennsylvania
$349M -$36.9M -573,163 -10%
Capital World Investors
24
Capital World Investors
California
$341M
Norges Bank
25
Norges Bank
Norway
$298M

PLD Hedge Fund Activity: Q2 2018 in Review

629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q2 2018, worth a combined $33.8B — up 5.8% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PLD positions and 55 closed out — a net gain of 8 holders — while 258 added to existing stakes and 208 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Vanguard Group, cutting an estimated $261M.

  • 629 institutional investors held Prologis (PLD) as of Q2 2018, up from 626 in Q1 2018.
  • Funds reported $33.8B of Prologis stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 63 funds opened new Prologis positions in Q2 2018 and 55 closed out, a net change of +8 holders.
  • The largest Prologis buyer in Q2 2018 was BlackRock, an estimated $172M added.
  • The largest Prologis seller in Q2 2018 was Vanguard Group, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2018.