Power REIT
24 hedge funds and large institutions have $45.4M invested in Power REIT in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
35% more capital invested
Capital invested by funds: $33.6M → $45.4M (+$11.8M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 23 → 24 (+1)
0.21% more ownership
Funds ownership: 2.53% → 2.74% (+0.21%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$2.04M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$877K |
| 3 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$520K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
+$470K |
| 5 |
State Street
Boston,
Massachusetts
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$526K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$433K |
| 3 |
Morgan Stanley
New York
|
-$253K |
| 4 |
Two Sigma Investments
New York
|
-$201K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$161K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Two Sigma Investments
New York
| – | -$201K | -500 | Closed |
|
|
PCM
27
Penserra Capital Management
Orinda,
California
| – | -$161K | -406 | Closed |
|
|
SB
28
Strategic Blueprint
Atlanta,
Georgia
| – | -$6K | -15 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -10 | Closed |
|
PW Hedge Fund Activity: Q3 2021 in Review
24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q3 2021, worth a combined $45.4M — up 35% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PW positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.
The largest buyer was AdvisorShares Investments, adding an estimated $2.04M. The largest seller was Renaissance Technologies, cutting an estimated $526K.
- 24 institutional investors held Power REIT (PW) as of Q3 2021, up from 23 in Q2 2021.
- Funds reported $45.4M of Power REIT stock for Q3 2021, up 35% quarter-over-quarter.
- 6 funds opened new Power REIT positions in Q3 2021 and 5 closed out, a net change of +1 holder.
- The largest Power REIT buyer in Q3 2021 was AdvisorShares Investments, an estimated $2.04M added.
- The largest Power REIT seller in Q3 2021 was Renaissance Technologies, an estimated $526K sold.
Based on aggregated 13F filings for Q3 2021.