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Prologis

746 hedge funds and large institutions have $51.6B invested in Prologis in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 301 increasing their positions, 251 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

94% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $39.3M

20% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 251

5% more capital invested

Capital invested by funds: $49B → $51.6B (+$2.63B)

5% more funds holding

Funds holding: 711746 (+35)

1.05% less ownership

Funds ownership: 97.12%96.07% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
746
Holders Change
+35
Holders Change %
+4.92%
% of All Funds
16.36%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.64%
New
78
Increased
301
Reduced
251
Closed
39
Calls
$76.3M
Puts
$39.3M
Net Calls
+$36.9M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.1B +$48.7M +588,260 +0.7%
BlackRock
2
BlackRock
New York
$5.19B -$226M -2,734,610 -4%
State Street
3
State Street
Massachusetts
$3.74B +$47.3M +571,305 +1%
AAMU
4
APG Asset Management US
New York
$2.09B -$5.78M -69,819 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.06B +$53M +640,667 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.91B -$36.4M -440,256 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.83B +$92.4M +1,116,987 +5%
Cohen & Steers
8
Cohen & Steers
New York
$1.77B -$178M -2,146,800 -9%
Invesco
9
Invesco
Georgia
$1.29B -$127M -1,533,409 -9%
Principal Financial Group
10
Principal Financial Group
Iowa
$1.04B -$20.7M -250,158 -2%
Northern Trust
11
Northern Trust
Illinois
$973M +$13.5M +163,282 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$925M +$29.2M +352,884 +3%
N
13
Nuveen
North Carolina
$849M +$8.69M +105,020 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$806M +$629K +7,604 +0.1%
Bank of America
15
Bank of America
North Carolina
$696M -$13.3M -160,260 -2%
Charles Schwab
16
Charles Schwab
California
$674M +$14.7M +177,122 +2%
Goldman Sachs
17
Goldman Sachs
New York
$668M +$115M +1,390,594 +22%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$561M -$30.8M -371,893 -5%
Legal & General Group
19
Legal & General Group
United Kingdom
$548M +$9.21M +111,367 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$531M +$9.15M +110,586 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$517M -$94.5M -1,142,631 -16%
CIM
22
Centersquare Investment Management
Pennsylvania
$501M +$49.5M +598,752 +11%
Norges Bank
23
Norges Bank
Norway
$456M
Capital World Investors
24
Capital World Investors
California
$443M
Morgan Stanley
25
Morgan Stanley
New York
$408M +$4.79M +57,845 +1%

PLD Hedge Fund Activity: Q3 2019 in Review

746 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q3 2019, worth a combined $51.6B — up 5.4% from $49B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLD positions and 39 closed out — a net gain of 39 holders — while 301 added to existing stakes and 251 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $115M. The largest seller was BlackRock, cutting an estimated $226M.

  • 746 institutional investors held Prologis (PLD) as of Q3 2019, up from 711 in Q2 2019.
  • Funds reported $51.6B of Prologis stock for Q3 2019, up 5.4% quarter-over-quarter.
  • 78 funds opened new Prologis positions in Q3 2019 and 39 closed out, a net change of +39 holders.
  • The largest Prologis buyer in Q3 2019 was Goldman Sachs, an estimated $115M added.
  • The largest Prologis seller in Q3 2019 was BlackRock, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2019.