Power REIT
13 hedge funds and large institutions have $1.19M invested in Power REIT in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 0 closing their positions.
20% more capital invested
Capital invested by funds: $988K → $1.19M (+$201K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.11% more ownership
Funds ownership: 0.69% → 0.79% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$135K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.88K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.27K |
| 5 |
Renaissance Technologies
New York
|
+$2.69K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $796K | +$135K | +1,503 | +20% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $129K | +$6.27K | +70 | +5% |
|
|
3
Renaissance Technologies
New York
| $111K | +$2.69K | +30 | +2% |
|
4
T. Rowe Price Associates
Baltimore,
Maryland
| $88K | – | – | – |
|
|
BIT
5
BlackRock Institutional Trust
San Francisco,
California
| $29K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $21K | +$13K | +145 | +154% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $8K | +$7.88K | +88 | New |
|
|
MFS
8
MSI Financial Services
Springfield,
Massachusetts
| $3K | +$448 | +5 | +17% |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
AC
10
Alexandria Capital
Arlington,
Virginia
| $1K | – | – | – |
|
|
LFR
11
Lehman Financial Resources
Media,
Pennsylvania
| $1K | – | – | – |
|
12
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | – | – | – |
|
13
Citigroup
New York
| – | +$358 | +4 | New |
|
PW Hedge Fund Activity: Q1 2015 in Review
13 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2015, worth a combined $1.19M — up 20% from $988K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PW positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $135K.
- 13 institutional investors held Power REIT (PW) as of Q1 2015, up from 12 in Q4 2014.
- Funds reported $1.19M of Power REIT stock for Q1 2015, up 20% quarter-over-quarter.
- 2 funds opened new Power REIT positions in Q1 2015 and 0 closed out, a net change of +2 holders.
- The largest Power REIT buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $135K added.
Based on aggregated 13F filings for Q1 2015.