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PW

Power REIT
PW

18 hedge funds and large institutions have $279K invested in Power REIT in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 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

14% more capital invested

Capital invested by funds: $245K → $279K (+$33.5K)

6% more funds holding

Funds holding: 17 → 18 (+1)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.03% less ownership

Funds ownership: 1.12% → 1.08% (-0.03%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.7K
2
BBA
Baader Bank Aktiengesellschaft
Germany
+$6.21K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$2.92K
4
Osaic Holdings
Osaic Holdings
Arizona
+$528
5
Renaissance Technologies
Renaissance Technologies
New York
+$186

Top Sellers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
-$13.2K
2
Morgan Stanley
Morgan Stanley
New York
-$8.04K
3
Millennium Management
Millennium Management
New York
-$6.69K
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$585
5
BlackRock
BlackRock
New York
-$75
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
1
Pensionfund DSM Netherlands
Netherlands
$60K – – –
Osaic Holdings
2
Osaic Holdings
Arizona
$52.3K +$528 +85 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$41K +$186 +30 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.4K – – –
PS
5
Pensionfund Sabic
Netherlands
$23K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$14.4K +$11.7K +1,889 New
BlackRock
7
BlackRock
New York
$12.3K -$75 -12 -0.7%
MIG
8
Mariner Investment Group
New York
$11.7K – – –
AI
9
AdvisorShares Investments
Maryland
$10.5K -$13.2K -2,121 -61%
Morgan Stanley
10
Morgan Stanley
New York
$9.39K -$8.04K -1,295 -51%
BBA
11
Baader Bank Aktiengesellschaft
Germany
$7.6K +$6.21K +1,000 New
TRCT
12
Tower Research Capital (TRC)
New York
$3.79K +$19 +3 +0.6%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$2.92K +$2.92K +470 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2K – – –
CSC
15
Caldwell Sutter Capital
California
$418 – – –
FFA
16
Farther Finance Advisors
California
$93 – – –
Wells Fargo
17
Wells Fargo
California
$16 – – –
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$14 – – –
Bank of America
19
Bank of America
North Carolina
$2 – – –
Millennium Management
20
Millennium Management
New York
– -$6.69K -1,030 Closed
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
– -$585 -90 Closed

PW Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2024, worth a combined $279K — up 14% from $245K a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $11.7K. The largest seller was AdvisorShares Investments, cutting an estimated $13.2K.

  • 18 institutional investors held Power REIT (PW) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $279K of Power REIT stock for Q1 2024, up 14% quarter-over-quarter.
  • 3 funds opened new Power REIT positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Power REIT buyer in Q1 2024 was Susquehanna International Group, an estimated $11.7K added.
  • The largest Power REIT seller in Q1 2024 was AdvisorShares Investments, an estimated $13.2K sold.

Based on aggregated 13F filings for Q1 2024.