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PW

Power REIT
PW

12 hedge funds and large institutions have $3.32M invested in Power REIT in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $2.82M → $3.32M (+$493K)

0.03% more ownership

Funds ownership: 1.67% → 1.7% (+0.03%)

0% more funds holding

Funds holding: 12 → 12 (0)

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$148K
2
JP Morgan Chase
JP Morgan Chase
New York
+$19.7K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$13.1K
4
Victory Capital Management
Victory Capital Management
Texas
+$4.74K
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$1.41K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$224K
2
UBS Group
UBS Group
Switzerland
-$12K
3
Deutsche Bank
Deutsche Bank
Germany
-$3K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.51M +$1.46M +14,504 New
Renaissance Technologies
2
Renaissance Technologies
New York
$1.16M +$148K +1,464 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$307K – – –
KeyBank National Association
4
KeyBank National Association
Ohio
$142K – – –
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$118K +$13.1K +130 +13%
BlackRock
6
BlackRock
New York
$41K – – –
JP Morgan Chase
7
JP Morgan Chase
New York
$20K +$19.7K +195 New
Morgan Stanley
8
Morgan Stanley
New York
$5K – – –
Nisa Investment Advisors
9
Nisa Investment Advisors
Missouri
$5K +$1.41K +14 +42%
Victory Capital Management
10
Victory Capital Management
Texas
$4K +$4.74K +47 New
GWM
11
Geneos Wealth Management
Colorado
$1K +$1.01K +10 New
KCM
12
Kennedy Capital Management
Missouri
– -$224K -2,489 Closed
UBS Group
13
UBS Group
Switzerland
– -$12K -132 Closed
Deutsche Bank
14
Deutsche Bank
Germany
– -$3K -40 Closed
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
– -$2K -24 Closed
Wells Fargo
16
Wells Fargo
California
– +$101 +1 New

PW Hedge Fund Activity: Q1 2020 in Review

12 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2020, worth a combined $3.32M — up 17% from $2.82M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PW positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $148K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $224K sold.

  • 12 institutional investors held Power REIT (PW) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $3.32M of Power REIT stock for Q1 2020, up 17% quarter-over-quarter.
  • 5 funds opened new Power REIT positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest Power REIT buyer in Q1 2020 was Renaissance Technologies, an estimated $148K added.
  • The largest Power REIT seller in Q1 2020 was Kennedy Capital Management, an estimated $224K sold.

Based on aggregated 13F filings for Q1 2020.