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Prologis

1,053 hedge funds and large institutions have $83.5B invested in Prologis in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 468 increasing their positions, 332 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 56

84% more call options, than puts

Call options by funds: $298M | Put options by funds: $162M

41% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 332

13% more capital invested

Capital invested by funds: $73.8B → $83.5B (+$9.77B)

5% more funds holding

Funds holding: 1,0071,053 (+46)

0.37% more ownership

Funds ownership: 94.26%94.63% (+0.37%)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

Holders
1,053
Holders Change
+46
Holders Change %
+4.57%
% of All Funds
18.33%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.63%
New
113
Increased
468
Reduced
332
Closed
56
Calls
$298M
Puts
$162M
Net Calls
+$136M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.4B +$88M +753,189 +0.8%
BlackRock
2
BlackRock
New York
$8.92B -$43.5M -372,397 -0.5%
State Street
3
State Street
Massachusetts
$5.06B +$63.5M +543,417 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.44B -$112M -958,467 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.71B +$194M +1,655,815 +8%
AAMU
6
APG Asset Management US
New York
$2.64B -$209M -1,785,300 -8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.16B +$38.3M +327,627 +2%
Cohen & Steers
8
Cohen & Steers
New York
$1.81B -$129M -1,101,636 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.57B +$38.1M +325,597 +3%
Northern Trust
10
Northern Trust
Illinois
$1.56B -$50M -427,783 -3%
Bank of America
11
Bank of America
North Carolina
$1.52B +$65.3M +558,267 +5%
Invesco
12
Invesco
Georgia
$1.52B -$9.83M -84,113 -0.7%
Principal Financial Group
13
Principal Financial Group
Iowa
$1.44B -$303M -2,588,130 -18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.29B -$12.6M -108,070 -1%
N
15
Nuveen
North Carolina
$1.18B -$29.3M -250,481 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.07B +$6.36M +54,367 +0.6%
PI
17
PGGM Investments
Netherlands
$1.03B -$37.7M -322,777 -4%
RC
18
Resolution Capital
Australia
$911M -$25.8M -220,346 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$860M +$88.6M +757,859 +12%
UBS AM
20
UBS AM
Illinois
$834M -$52.9M -452,486 -6%
Norges Bank
21
Norges Bank
Norway
$832M +$8.82M +75,450 +1%
Morgan Stanley
22
Morgan Stanley
New York
$793M +$181M +1,552,532 +31%
Charles Schwab
23
Charles Schwab
California
$775M +$6.96M +59,529 +0.9%
CIM
24
Centersquare Investment Management
Pennsylvania
$767M -$2.86M -24,455 -0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$731M +$7.87M +67,335 +1%

PLD Hedge Fund Activity: Q2 2021 in Review

1,053 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prologis (PLD) for Q2 2021, worth a combined $83.5B — up 13% from $73.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new PLD positions and 56 closed out — a net gain of 57 holders — while 468 added to existing stakes and 332 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Principal Financial Group, cutting an estimated $303M.

  • 1,053 institutional investors held Prologis (PLD) as of Q2 2021, up from 1,007 in Q1 2021.
  • Funds reported $83.5B of Prologis stock for Q2 2021, up 13% quarter-over-quarter.
  • 113 funds opened new Prologis positions in Q2 2021 and 56 closed out, a net change of +57 holders.
  • The largest Prologis buyer in Q2 2021 was Fidelity Investments, an estimated $194M added.
  • The largest Prologis seller in Q2 2021 was Principal Financial Group, an estimated $303M sold.

Based on aggregated 13F filings for Q2 2021.