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PW

Power REIT

9 hedge funds and large institutions have $1.61M invested in Power REIT in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

1% more capital invested

Capital invested by funds: $1.6M → $1.61M (+$14K)

0.05% more ownership

Funds ownership: 1.42%1.46% (+0.05%)

10% less funds holding

Funds holding: 109 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change

PW Hedge Fund Activity: Q3 2018 in Review

9 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q3 2018, worth a combined $1.61M — up 0.87% from $1.6M a quarter earlier.

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

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $51.1K. The largest seller was Morgan Stanley, cutting an estimated $3.94K.

  • 9 institutional investors held Power REIT (PW) as of Q3 2018, down from 10 in Q2 2018.
  • Funds reported $1.61M of Power REIT stock for Q3 2018, up 0.87% quarter-over-quarter.
  • 1 fund opened new Power REIT positions in Q3 2018 and 2 closed out, a net change of -1 holder.
  • The largest Power REIT buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $51.1K added.
  • The largest Power REIT seller in Q3 2018 was Morgan Stanley, an estimated $3.94K sold.

Based on aggregated 13F filings for Q3 2018.