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Power REIT
PW

13 hedge funds and large institutions have $903K invested in Power REIT in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital inflows, than outflows

Capital inflows: $237K | Capital outflows: $145K

1.18% more ownership

Funds ownership: 7.92% → 9.1% (+1.2%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$155K
2
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
+$77.6K
3
Wells Fargo
Wells Fargo
California
+$3.76K
4
Bank of America
Bank of America
North Carolina
+$627

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$129K
2
UBS Group
UBS Group
Switzerland
-$10.8K
3
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
-$3.51K
4
Alexandria Capital
Alexandria Capital
Virginia
-$1K
5
MSI Financial Services
MSI Financial Services
Massachusetts
-$313

PW Hedge Fund Activity: Q2 2015 in Review

13 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q2 2015, worth a combined $903K — down 24% from $1.19M a quarter earlier.

Fund positioning in PW was balanced in Q2 2015: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $155K. The largest seller was Vanguard Group, exiting entirely with an estimated $129K sold.

  • 13 institutional investors held Power REIT (PW) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $903K of Power REIT stock for Q2 2015, down 24% quarter-over-quarter.
  • 3 funds opened new Power REIT positions in Q2 2015 and 3 closed out, a net change of 0 holders.
  • The largest Power REIT buyer in Q2 2015 was LPL Financial, an estimated $155K added.
  • The largest Power REIT seller in Q2 2015 was Vanguard Group, an estimated $129K sold.

Based on aggregated 13F filings for Q2 2015.