Power REIT
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.
5.86% less ownership
Funds ownership: 25.77% → 19.91% (-5.9%)
16% less funds holding
Funds holding: 19 → 16 (-3)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
83% less capital inflows, than outflows
Capital inflows: $60K | Capital outflows: $355K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNY Investment Advisers
New York
|
+$28.2K |
| 2 |
AdvisorShares Investments
Bethesda,
Maryland
|
+$15.7K |
| 3 |
Morgan Stanley
New York
|
+$11.7K |
| 4 |
Tower Research Capital (TRC)
New York
|
+$4.37K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$85 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$141K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$85.9K |
| 3 |
Man Group
London,
United Kingdom
|
-$44.8K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.5K |
| 5 |
Two Sigma Advisers
New York
|
-$21.5K |
PW Hedge Fund Activity: Q3 2023 in Review
16 of the 6,316 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.