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PW

Power REIT
PW

17 hedge funds and large institutions have $245K invested in Power REIT in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 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)

0.87% less ownership

Funds ownership: 1.99% → 1.12% (-0.87%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

69% less capital invested

Capital invested by funds: $782K → $245K (-$537K)

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
2
Reduced
4
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
Morgan Stanley
Morgan Stanley
New York
+$1.55K
3
Renaissance Technologies
Renaissance Technologies
New York
+$266
4
FFA
Farther Finance Advisors
California
+$100

Top Sellers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
-$163K
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$66.9K
3
FIA
FNY Investment Advisers
New York
-$23K
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.14K
5
TRCT
Tower Research Capital (TRC)
New York
-$366
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
1
Pensionfund DSM Netherlands
Netherlands
$51K – – –
Osaic Holdings
2
Osaic Holdings
Arizona
$44.2K -$1.14K -171 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$35K +$266 +40 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.4K – – –
AI
5
AdvisorShares Investments
Maryland
$22.8K -$163K -24,496 -87%
PS
6
Pensionfund Sabic
Netherlands
$19K – – –
Morgan Stanley
7
Morgan Stanley
New York
$16.4K +$1.55K +233 +10%
BlackRock
8
BlackRock
New York
$10.6K -$160 -24 -1%
MIG
9
Mariner Investment Group
New York
$10K +$10.3K +1,542 New
Millennium Management
10
Millennium Management
New York
$6.69K +$6.86K +1,030 New
TRCT
11
Tower Research Capital (TRC)
New York
$3.21K -$366 -55 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2K – – –
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$585 – – –
CSC
14
Caldwell Sutter Capital
California
$357 – – –
FFA
15
Farther Finance Advisors
California
$97 +$100 +15 New
Wells Fargo
16
Wells Fargo
California
$14 – – –
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$12 – – –
Bank of America
18
Bank of America
North Carolina
$1 – – –
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$66.9K -5,771 Closed
FIA
20
FNY Investment Advisers
New York
– -$23K -2,000 Closed

PW Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2023, worth a combined $245K — down 69% 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 2 added to existing stakes and 4 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 $245K of Power REIT stock for Q4 2023, down 69% 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.