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PW

Power REIT
PW

14 hedge funds and large institutions have $983K invested in Power REIT in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

40% more funds holding

Funds holding: 10 → 14 (+4)

30% more capital invested

Capital invested by funds: $754K → $983K (+$229K)

0.15% more ownership

Funds ownership: 0.52% → 0.67% (+0.15%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$101K
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.9K
3
KFS
KMS Financial Services
Washington
+$48K
4
AIG
American International Group
New York
+$9.27K
5
U
UBS
Switzerland
+$7.23K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$11.1K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$11K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1
KMS Financial Services
Washington
$509K +$48K +518 +10%
FIMG
2
Financial & Investment Management Group
Michigan
$126K – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$104K -$11.1K -120 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$96K +$101K +1,092 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$88K +$92.9K +1,003 New
BIT
6
BlackRock Institutional Trust
California
$32K – – –
AIG
7
American International Group
New York
$8.8K +$9.27K +100 New
U
8
UBS
Switzerland
$7K +$7.23K +78 New
US Bancorp
9
US Bancorp
Minnesota
$5K – – –
NES
10
New England Securities
New York
$3K +$3.43K +37 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$2K – – –
LFR
12
Lehman Financial Resources
Pennsylvania
$1K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$1K +$927 +10 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 -$2.32K -25 -18%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
– -$11K -130 Closed

PW Hedge Fund Activity: Q1 2014 in Review

14 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2014, worth a combined $983K — up 30% from $754K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PW positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $101K. The largest seller was Renaissance Technologies, cutting an estimated $11.1K.

  • 14 institutional investors held Power REIT (PW) as of Q1 2014, up from 10 in Q4 2013.
  • Funds reported $983K of Power REIT stock for Q1 2014, up 30% quarter-over-quarter.
  • 6 funds opened new Power REIT positions in Q1 2014 and 2 closed out, a net change of +4 holders.
  • The largest Power REIT buyer in Q1 2014 was Vanguard Group, an estimated $101K added.
  • The largest Power REIT seller in Q1 2014 was Renaissance Technologies, an estimated $11.1K sold.

Based on aggregated 13F filings for Q1 2014.