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SIR

SELECT INCOME REIT

SIR

Delisted

SIR was delisted on the 31st of December, 2018.

122 hedge funds and large institutions have $622M invested in SELECT INCOME REIT in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New

Increased

Maintained

Reduced

Closed

65% more call options, than puts

Call options by funds: $637K | Put options by funds: $385K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $534M → $622M (+$87.3M)

3% more funds holding

Funds holding: 118 → 122 (+4)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

Holders

122

Holders Change

Holders Change %

+3.39%

% of All Funds

3.54%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+50%

% of All Funds

0.09%

New

Increased

Reduced

Closed

Calls

$637K

Puts

$385K

Net Calls

+$252K

Net Calls Change

+$66K

Top Buyers

1	NMVA New Mountain Vantage Advisers New York	+$19.5M
2	Morgan Stanley New York	+$14.3M
3	CA Commerzbank Aktiengesellschaft Frankfurt, Germany	+$10.8M
4	CNB City National Bank Beverly Hills, California	+$5.37M
5	EBIM Eagle Boston Investment Management Boston, Massachusetts	+$2.95M

Top Sellers

1	Deutsche Bank Frankfurt Am Main Ge, Germany	-$8.66M
2	N Nuveen Charlotte, North Carolina	-$6.09M
3	Federated Hermes Pittsburgh, Pennsylvania	-$4.87M
4	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	-$3.62M
5	Nomura Holdings Tokyo, Japan	-$3.14M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Geode Capital Management Boston, Massachusetts	$4.24M	-$434K	-36,571	-9%
27	27 Massachusetts Financial Services Boston, Massachusetts	$3.79M	+$784K	+66,088	+26%
28	FIM 28 Foresters Investment Management New York	$3.73M	–	–	–
29	29 Citadel Advisors Miami, Florida	$3.67M	+$979K	+82,576	+36%
30	30 Charles Schwab San Francisco, California	$3.34M	+$1.68M	+141,900	+100%
31	CCP 31 Clough Capital Partners Boston, Massachusetts	$3.34M	–	–	–
32	NCM 32 Nantahala Capital Management New Canaan, Connecticut	$3.21M	–	–	–
33	33 Two Sigma Investments New York	$3.11M	+$2.88M	+242,854	+1,112%
34	PAM 34 Panagora Asset Management Boston, Massachusetts	$3.06M	-$472K	-39,822	-13%
35	EAM 35 Eagle Asset Management St Petersburg, Florida	$3.05M	+$415K	+35,026	+16%
36	TCIM 36 TIAA CREF Investment Management New York	$2.94M	+$10.2K	+858	+0.3%
37	WCP 37 Waterfront Capital Partners New York	$2.88M	+$2.91M	+245,081	New
38	CS 38 Credit Suisse Zurich, Switzerland	$2.85M	+$764K	+64,434	+36%
39	TA 39 Teachers Advisors New York	$2.71M	+$3.77K	+318	+0.1%
40	DCM 40 Dupont Capital Management Wilmington, Delaware	$2.66M	+$237K	+20,017	+10%
41	41 Schroder Investment Management Group London, United Kingdom	$2.53M	+$2.17M	+182,844	+570%
42	42 Asset Management One Tokyo, Japan	$2.45M	-$270K	-22,782	-10%
43	GC 43 Guggenheim Capital Chicago, Illinois	$2.31M	+$617K	+52,018	+36%
44	PDN 44 Pensionfund DSM Netherlands Sittard, Netherlands	$2.17M	–	–	–
45	45 Bank of America Charlotte, North Carolina	$2.14M	+$234K	+19,727	+12%
46	BIM 46 BlackRock Investment Management Wilmington, Delaware	$2.02M	-$45.8K	-3,859	-2%
47	IOOF 47 Independent Order of Foresters Toronto, Ontario, Canada	$1.88M	–	–	–
48	48 Royal Bank of Canada Toronto, Ontario, Canada	$1.86M	+$7.87K	+664	+0.4%
49	49 Bessemer Group Woodbridge, New Jersey	$1.85M	–	–	–
50	TIAAOA 50 Teachers Insurance & Annuity Association of America New York	$1.83M	-$87.7K	-7,394	-5%

SIR Hedge Fund Activity: Q4 2013 in Review

122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SELECT INCOME REIT (SIR) for Q4 2013, worth a combined $622M — up 16% from $534M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SIR positions and 12 closed out — a net gain of 4 holders — while 44 added to existing stakes and 45 trimmed.

The largest buyer was New Mountain Vantage Advisers, opening a new position worth an estimated $19.5M. The largest seller was Deutsche Bank, cutting an estimated $8.66M.

122 institutional investors held SELECT INCOME REIT (SIR) as of Q4 2013, up from 118 in Q3 2013.
Funds reported $622M of SELECT INCOME REIT stock for Q4 2013, up 16% quarter-over-quarter.
16 funds opened new SELECT INCOME REIT positions in Q4 2013 and 12 closed out, a net change of +4 holders.
The largest SELECT INCOME REIT buyer in Q4 2013 was New Mountain Vantage Advisers, an estimated $19.5M added.
The largest SELECT INCOME REIT seller in Q4 2013 was Deutsche Bank, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2013.

SELECT INCOME REIT SIR