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PW

Power REIT
PW

16 hedge funds and large institutions have $9.7M invested in Power REIT in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

192% more capital invested

Capital invested by funds: $3.32M → $9.7M (+$6.38M)

33% more funds holding

Funds holding: 12 → 16 (+4)

0.07% more ownership

Funds ownership: 1.7% → 1.77% (+0.07%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$616K
2
SB
Strategic Blueprint
Georgia
+$198K
3
TC
Telemus Capital
Michigan
+$197K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$153K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$27.5K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$790K
2
JP Morgan Chase
JP Morgan Chase
New York
-$20K
3
Victory Capital Management
Victory Capital Management
Texas
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.1M +$616K +3,130 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.02M -$790K -4,018 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.07M +$153K +777 +26%
KeyBank National Association
4
KeyBank National Association
Ohio
$392K – – –
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$366K +$27.5K +140 +12%
SB
6
Strategic Blueprint
Georgia
$289K +$198K +1,005 New
TC
7
Telemus Capital
Michigan
$262K +$197K +1,000 New
BlackRock
8
BlackRock
New York
$115K – – –
UBS Group
9
UBS Group
Switzerland
$32K +$21.6K +110 New
Nisa Investment Advisors
10
Nisa Investment Advisors
Missouri
$18K +$3.34K +17 +36%
Morgan Stanley
11
Morgan Stanley
New York
$14K – – –
Barclays
12
Barclays
United Kingdom
$14K +$9.84K +50 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9K +$5.9K +30 New
TRCT
14
Tower Research Capital (TRC)
New York
$6K +$3.94K +20 New
GWM
15
Geneos Wealth Management
Colorado
$3K – – –
JP Morgan Chase
16
JP Morgan Chase
New York
– -$20K -195 Closed
Victory Capital Management
17
Victory Capital Management
Texas
– -$4K -47 Closed

PW Hedge Fund Activity: Q2 2020 in Review

16 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q2 2020, worth a combined $9.7M — up 192% from $3.32M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PW positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $616K. The largest seller was Osaic Holdings, cutting an estimated $790K.

  • 16 institutional investors held Power REIT (PW) as of Q2 2020, up from 12 in Q1 2020.
  • Funds reported $9.7M of Power REIT stock for Q2 2020, up 192% quarter-over-quarter.
  • 6 funds opened new Power REIT positions in Q2 2020 and 2 closed out, a net change of +4 holders.
  • The largest Power REIT buyer in Q2 2020 was Renaissance Technologies, an estimated $616K added.
  • The largest Power REIT seller in Q2 2020 was Osaic Holdings, an estimated $790K sold.

Based on aggregated 13F filings for Q2 2020.