Power REIT
11 hedge funds and large institutions have $744K invested in Power REIT in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% less ownership
Funds ownership: 0.53% → 0.52% (-0%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $750K → $744K (-$6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$43.3K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$927 |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$674 |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$253 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$26.1K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.43K |
| 3 |
M&T Bank
Buffalo,
New York
|
-$2K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
1
KMS Financial Services
Seattle,
Washington
| $343K | +$43.3K | +514 | +15% |
|
|
NSIM
2
North Star Investment Management
Chicago,
Illinois
| $213K | -$1.85K | -22 | -0.9% |
|
|
3
Renaissance Technologies
New York
| $137K | -$26.1K | -310 | -16% |
|
|
BIT
4
BlackRock Institutional Trust
San Francisco,
California
| $31K | – | – | – |
|
5
California Public Employees Retirement System
Sacramento,
California
| $11K | – | – | – |
|
6
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
LFR
8
Lehman Financial Resources
Media,
Pennsylvania
| $1K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $1K | +$927 | +11 | New |
|
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | +$674 | +8 | +62% |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$8.43K | -100 | Closed |
|
|
12
M&T Bank
Buffalo,
New York
| – | -$2K | -20 | Closed |
|
|
13
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$253 | +3 | New |
|
PW Hedge Fund Activity: Q3 2013 in Review
11 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q3 2013, worth a combined $744K — down 0.8% from $750K a quarter earlier.
Fund positioning in PW was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was KMS Financial Services, adding an estimated $43.3K. The largest seller was Renaissance Technologies, cutting an estimated $26.1K.
- 11 institutional investors held Power REIT (PW) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $744K of Power REIT stock for Q3 2013, down 0.8% quarter-over-quarter.
- 2 funds opened new Power REIT positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest Power REIT buyer in Q3 2013 was KMS Financial Services, an estimated $43.3K added.
- The largest Power REIT seller in Q3 2013 was Renaissance Technologies, an estimated $26.1K sold.
Based on aggregated 13F filings for Q3 2013.