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PW

Power REIT
PW

16 hedge funds and large institutions have $782K invested in Power REIT in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% less ownership

Funds ownership: 2.58% → 1.99% (-0.59%)

16% less funds holding

Funds holding: 19 → 16 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

45% less capital invested

Capital invested by funds: $1.43M → $782K (-$650K)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
+$28.2K
2
AI
AdvisorShares Investments
Maryland
+$15.7K
3
Morgan Stanley
Morgan Stanley
New York
+$11.7K
4
TRCT
Tower Research Capital (TRC)
New York
+$4.37K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$85

Top Sellers

Rank Fund Capital Flow
1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$141K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$85.9K
3
Man Group
Man Group
United Kingdom
-$44.8K
4
Citadel Advisors
Citadel Advisors
Florida
-$23.5K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$21.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$325K +$15.7K +1,112 +4%
PDN
2
Pensionfund DSM Netherlands
Netherlands
$91K – – –
Osaic Holdings
3
Osaic Holdings
Arizona
$80.9K -$2.15K -153 -2%
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$66.9K -$141K -10,000 -63%
Renaissance Technologies
5
Renaissance Technologies
New York
$62K -$17.5K -1,239 -19%
Vanguard Group
6
Vanguard Group
Pennsylvania
$41.8K -$85.9K -6,098 -63%
PS
7
Pensionfund Sabic
Netherlands
$35K – – –
Morgan Stanley
8
Morgan Stanley
New York
$26.6K +$11.7K +829 +56%
FIA
9
FNY Investment Advisers
New York
$23K +$28.2K +2,000 New
BlackRock
10
BlackRock
New York
$19.2K -$817 -58 -3%
TRCT
11
Tower Research Capital (TRC)
New York
$6.38K +$4.37K +310 +129%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3K +$85 +6 +2%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$1.04K – – –
CSC
14
Caldwell Sutter Capital
California
$638 – – –
Wells Fargo
15
Wells Fargo
California
$24 – – –
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$22 – – –
Man Group
17
Man Group
United Kingdom
– -$44.8K -2,729 Closed
Citadel Advisors
18
Citadel Advisors
Florida
– -$23.5K -1,434 Closed
Two Sigma Advisers
19
Two Sigma Advisers
New York
– -$21.5K -1,310 Closed
CI
20
Cambiar Investors
Colorado
– -$17.9K -1,089 Closed

PW Hedge Fund Activity: Q3 2023 in Review

16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q3 2023, worth a combined $782K — down 45% from $1.43M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PW and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $28.2K. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $141K.

  • 16 institutional investors held Power REIT (PW) as of Q3 2023, down from 19 in Q2 2023.
  • Funds reported $782K of Power REIT stock for Q3 2023, down 45% quarter-over-quarter.
  • 1 fund opened new Power REIT positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Power REIT buyer in Q3 2023 was FNY Investment Advisers, an estimated $28.2K added.
  • The largest Power REIT seller in Q3 2023 was Emerald Mutual Fund Advisers Trust, an estimated $141K sold.

Based on aggregated 13F filings for Q3 2023.