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Power REIT
PW

7 hedge funds and large institutions have $1.29M invested in Power REIT in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more capital inflows, than outflows

Capital inflows: $338K | Capital outflows: $84.6K

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

2.26% more ownership

Funds ownership: 9.18% → 11.44% (+2.3%)

30% less funds holding

Funds holding: 10 → 7 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
7
Holders Change
-3
Holders Change %
-30%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Wittenberg Investment Management
Massachusetts
+$332K
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.94K
3
UBS Group
UBS Group
Switzerland
+$617

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$64K
2
CBT
Central Bank & Trust
Kentucky
-$15K
3
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
-$5.55K

PW Hedge Fund Activity: Q4 2017 in Review

7 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2017, worth a combined $1.29M — up 21% from $1.06M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PW and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Wittenberg Investment Management, opening a new position worth an estimated $332K. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $64K sold.

  • 7 institutional investors held Power REIT (PW) as of Q4 2017, down from 10 in Q3 2017.
  • Funds reported $1.29M of Power REIT stock for Q4 2017, up 21% quarter-over-quarter.
  • 1 fund opened new Power REIT positions in Q4 2017 and 4 closed out, a net change of -3 holders.
  • The largest Power REIT buyer in Q4 2017 was Wittenberg Investment Management, an estimated $332K added.
  • The largest Power REIT seller in Q4 2017 was T. Rowe Price Associates, an estimated $64K sold.

Based on aggregated 13F filings for Q4 2017.