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Prologis

944 hedge funds and large institutions have $71.1B invested in Prologis in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 389 increasing their positions, 329 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 50

80% more call options, than puts

Call options by funds: $131M | Put options by funds: $72.4M

18% more repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 329

7% more capital invested

Capital invested by funds: $66.2B → $71.1B (+$4.91B)

5% more funds holding

Funds holding: 898944 (+46)

0.46% less ownership

Funds ownership: 96.22%95.75% (-0.46%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.05%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.77%
New
104
Increased
389
Reduced
329
Closed
50
Calls
$131M
Puts
$72.4M
Net Calls
+$58.2M
Net Calls Change
+$85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.45B -$236M -2,355,736 -2%
BlackRock
2
BlackRock
New York
$7.5B +$276M +2,758,591 +4%
State Street
3
State Street
Massachusetts
$4.33B -$358M -3,571,186 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.69B +$206M +2,051,834 +8%
AAMU
5
APG Asset Management US
New York
$2.62B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.5B -$34.1M -340,499 -1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.39B -$182M -1,814,987 -7%
Cohen & Steers
8
Cohen & Steers
New York
$2.07B -$340M -3,392,703 -14%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.54B -$42.4M -423,657 -3%
Northern Trust
10
Northern Trust
Illinois
$1.44B +$58M +579,134 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.36B +$31.1M +310,267 +2%
Bank of America
12
Bank of America
North Carolina
$1.19B +$148M +1,478,885 +14%
N
13
Nuveen
North Carolina
$1.14B -$9.31M -92,911 -0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.1B +$8.7M +86,879 +0.8%
Invesco
15
Invesco
Georgia
$1.02B -$23.1M -231,002 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$872M +$24.1M +240,345 +3%
PI
17
PGGM Investments
Netherlands
$863M +$72M +718,859 +9%
Norges Bank
18
Norges Bank
Norway
$693M
Deutsche Bank
19
Deutsche Bank
Germany
$671M -$49.3M -492,323 -7%
UBS AM
20
UBS AM
Illinois
$644M +$25.1M +250,106 +4%
Charles Schwab
21
Charles Schwab
California
$638M -$11.8M -117,616 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$626M +$22.7M +226,723 +4%
RC
23
Resolution Capital
Australia
$620M +$73.2M +730,885 +13%
Goldman Sachs
24
Goldman Sachs
New York
$572M +$108M +1,079,987 +23%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$568M -$57M -568,532 -9%

PLD Hedge Fund Activity: Q3 2020 in Review

944 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q3 2020, worth a combined $71.1B — up 7.4% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PLD positions and 50 closed out — a net gain of 54 holders — while 389 added to existing stakes and 329 trimmed.

The largest buyer was BlackRock, adding an estimated $276M. The largest seller was State Street, cutting an estimated $358M.

  • 944 institutional investors held Prologis (PLD) as of Q3 2020, up from 898 in Q2 2020.
  • Funds reported $71.1B of Prologis stock for Q3 2020, up 7.4% quarter-over-quarter.
  • 104 funds opened new Prologis positions in Q3 2020 and 50 closed out, a net change of +54 holders.
  • The largest Prologis buyer in Q3 2020 was BlackRock, an estimated $276M added.
  • The largest Prologis seller in Q3 2020 was State Street, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2020.