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Power REIT
PW

17 hedge funds and large institutions have $237K invested in Power REIT in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 16 → 17 (+1)

9.12% less ownership

Funds ownership: 19.91% → 10.79% (-9.1%)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

93% less capital inflows, than outflows

Capital inflows: $17.5K | Capital outflows: $262K

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.86K
2
Renaissance Technologies
Renaissance Technologies
New York
+$266
3
Farther Finance Advisors
Farther Finance Advisors
California
+$100

Top Sellers

Rank Fund Capital Flow
1
AdvisorShares Investments
AdvisorShares Investments
Maryland
-$163K
2
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$66.9K
3
FNY Investment Advisers
FNY Investment Advisers
New York
-$23K
4
Morgan Stanley
Morgan Stanley
New York
-$6.87K
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.14K

PW Hedge Fund Activity: Q4 2023 in Review

17 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2023, worth a combined $237K — down 70% from $782K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PW positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $6.86K. The largest seller was AdvisorShares Investments, cutting an estimated $163K.

  • 17 institutional investors held Power REIT (PW) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $237K of Power REIT stock for Q4 2023, down 70% quarter-over-quarter.
  • 3 funds opened new Power REIT positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest Power REIT buyer in Q4 2023 was Millennium Management, an estimated $6.86K added.
  • The largest Power REIT seller in Q4 2023 was AdvisorShares Investments, an estimated $163K sold.

Based on aggregated 13F filings for Q4 2023.