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PW

Power REIT
PW

17 hedge funds and large institutions have $14.2M invested in Power REIT in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

135% more capital invested

Capital invested by funds: $6.04M → $14.2M (+$8.15M)

21% more funds holding

Funds holding: 14 → 17 (+3)

1.07% more ownership

Funds ownership: 1.7% → 2.77% (+1.1%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$2.25M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$2.05M
3
ACA
Anchor Capital Advisors
Massachusetts
+$884K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$215K
5
Osaic Holdings
Osaic Holdings
Arizona
+$88.4K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$534K
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.4K
3
Barclays
Barclays
United Kingdom
-$22K
4
Bank of America
Bank of America
North Carolina
-$245
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3M -$534K -2,180 -16%
AI
2
AdvisorShares Investments
Maryland
$2.99M +$2.25M +9,187 +460%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.95M +$88.4K +361 +3%
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.23M +$2.05M +8,362 New
ACA
5
Anchor Capital Advisors
Massachusetts
$964K +$884K +3,611 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$825K +$13.7K +56 +2%
KeyBank National Association
7
KeyBank National Association
Ohio
$365K – – –
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$308K -$29.4K -120 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234K +$215K +878 New
BlackRock
10
BlackRock
New York
$107K – – –
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$74K +$67.6K +276 New
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$66K +$38.2K +156 +173%
Morgan Stanley
13
Morgan Stanley
New York
$48K +$35.3K +144 +411%
TRCT
14
Tower Research Capital (TRC)
New York
$15K +$5.14K +21 +60%
GWM
15
Geneos Wealth Management
Colorado
$4K – – –
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$3K +$2.45K +10 New
Barclays
17
Barclays
United Kingdom
– -$22K -110 Closed
Bank of America
18
Bank of America
North Carolina
– -$245 -1 Closed
Wells Fargo
19
Wells Fargo
California
– +$245 +1 +100%

PW Hedge Fund Activity: Q4 2020 in Review

17 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2020, worth a combined $14.2M — up 135% from $6.04M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PW positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was AdvisorShares Investments, adding an estimated $2.25M. The largest seller was Renaissance Technologies, cutting an estimated $534K.

  • 17 institutional investors held Power REIT (PW) as of Q4 2020, up from 14 in Q3 2020.
  • Funds reported $14.2M of Power REIT stock for Q4 2020, up 135% quarter-over-quarter.
  • 5 funds opened new Power REIT positions in Q4 2020 and 2 closed out, a net change of +3 holders.
  • The largest Power REIT buyer in Q4 2020 was AdvisorShares Investments, an estimated $2.25M added.
  • The largest Power REIT seller in Q4 2020 was Renaissance Technologies, an estimated $534K sold.

Based on aggregated 13F filings for Q4 2020.