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PW

Power REIT
PW

35 hedge funds and large institutions have $79.8M invested in Power REIT in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

76% more capital invested

Capital invested by funds: $45.4M → $79.8M (+$34.4M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

46% more funds holding

Funds holding: 24 → 35 (+11)

0.78% more ownership

Funds ownership: 2.74% → 3.52% (+0.78%)

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$5.92M
2
MIG
Mariner Investment Group
New York
+$3.02M
3
EI
EAM Investors
California
+$1.14M
4
BlackRock
BlackRock
New York
+$863K
5
Renaissance Technologies
Renaissance Technologies
New York
+$762K

Top Sellers

Rank Fund Capital Flow
1
ACA
Anchor Capital Advisors
Massachusetts
-$338K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
-$181K
3
Morgan Stanley
Morgan Stanley
New York
-$83K
4
Wells Fargo
Wells Fargo
California
-$56.5K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$10.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$24.6M +$5.92M +10,492 +42%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.3M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.98M -$10.2K -18 -0.2%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.72M +$119K +210 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.25M +$762K +1,350 +15%
MIG
6
Mariner Investment Group
New York
$4.28M +$3.02M +5,353 +622%
ACA
7
Anchor Capital Advisors
Massachusetts
$2.67M -$338K -598 -13%
EI
8
EAM Investors
California
$2.16M +$1.14M +2,019 +181%
BlackRock
9
BlackRock
New York
$1.73M +$863K +1,528 +155%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$1.67M +$188K +333 +16%
OMC
11
Oasis Management Company
Cayman Islands
$1.1M +$202K +357 +29%
BBA
12
Baader Bank Aktiengesellschaft
Germany
$1.03M +$847K +1,500 New
KeyBank National Association
13
KeyBank National Association
Ohio
$940K – – –
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$845K +$45.2K +80 +7%
CIC
15
Cornercap Investment Counsel
Georgia
$549K +$450K +797 New
State Street
16
State Street
Massachusetts
$517K – – –
Morgan Stanley
17
Morgan Stanley
New York
$503K -$83K -147 -17%
NA
18
Navellier & Associates
Nevada
$417K +$23.7K +42 +7%
Man Group
19
Man Group
United Kingdom
$339K +$278K +492 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$329K -$181K -321 -40%
Northern Trust
21
Northern Trust
Illinois
$301K -$565 -1 -0.2%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$300K +$246K +435 New
UBS Group
23
UBS Group
Switzerland
$285K -$6.21K -11 -3%
VIA
24
Vident Investment Advisory
Georgia
$281K +$230K +407 New
JF
25
Jump Financial
Illinois
$234K +$192K +340 New
1
2

PW Hedge Fund Activity: Q4 2021 in Review

35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2021, worth a combined $79.8M — up 76% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PW positions and 0 closed out — a net gain of 11 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was AdvisorShares Investments, adding an estimated $5.92M. The largest seller was Anchor Capital Advisors, cutting an estimated $338K.

  • 35 institutional investors held Power REIT (PW) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $79.8M of Power REIT stock for Q4 2021, up 76% quarter-over-quarter.
  • 11 funds opened new Power REIT positions in Q4 2021 and 0 closed out, a net change of +11 holders.
  • The largest Power REIT buyer in Q4 2021 was AdvisorShares Investments, an estimated $5.92M added.
  • The largest Power REIT seller in Q4 2021 was Anchor Capital Advisors, an estimated $338K sold.

Based on aggregated 13F filings for Q4 2021.