We are live on ! Find out more
PW

Power REIT
PW

14 hedge funds and large institutions have $233K invested in Power REIT in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 1.08% → 0.76% (-0.32%)

16% less capital invested

Capital invested by funds: $279K → $233K (-$45.5K)

22% less funds holding

Funds holding: 18 → 14 (-4)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
14
Holders Change
-4
Holders Change %
-22.22%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$2.15K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$43.7K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.4K
3
AI
AdvisorShares Investments
Maryland
-$10.5K
4
BBA
Baader Bank Aktiengesellschaft
Germany
-$7.6K
5
Morgan Stanley
Morgan Stanley
New York
-$813
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
1
Pensionfund DSM Netherlands
Netherlands
$71K – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$51.8K +$2.15K +330 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.4K – – –
PS
4
Pensionfund Sabic
Netherlands
$27K – – –
MIG
5
Mariner Investment Group
New York
$13.9K – – –
BlackRock
6
BlackRock
New York
$13.6K -$663 -102 -6%
Morgan Stanley
7
Morgan Stanley
New York
$9.99K -$813 -125 -10%
TRCT
8
Tower Research Capital (TRC)
New York
$4.32K -$117 -18 -4%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$4.18K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3K -$20 -3 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.44K -$43.7K -6,725 -98%
CSC
12
Caldwell Sutter Capital
California
$495 – – –
FFA
13
Farther Finance Advisors
California
$135 – – –
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$17 – – –
Bank of America
15
Bank of America
North Carolina
$2 – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$14.4K -1,889 Closed
AI
17
AdvisorShares Investments
Maryland
– -$10.5K -1,382 Closed
BBA
18
Baader Bank Aktiengesellschaft
Germany
– -$7.6K -1,000 Closed
Wells Fargo
19
Wells Fargo
California
– -$13 -2 Closed

PW Hedge Fund Activity: Q2 2024 in Review

14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q2 2024, worth a combined $233K — down 16% from $279K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PW and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.15K. The largest seller was Osaic Holdings, cutting an estimated $43.7K.

  • 14 institutional investors held Power REIT (PW) as of Q2 2024, down from 18 in Q1 2024.
  • Funds reported $233K of Power REIT stock for Q2 2024, down 16% quarter-over-quarter.
  • 0 funds opened new Power REIT positions in Q2 2024 and 4 closed out, a net change of -4 holders.
  • The largest Power REIT buyer in Q2 2024 was Renaissance Technologies, an estimated $2.15K added.
  • The largest Power REIT seller in Q2 2024 was Osaic Holdings, an estimated $43.7K sold.

Based on aggregated 13F filings for Q2 2024.