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SIR

SELECT INCOME REIT
SIR

Delisted

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

181 hedge funds and large institutions have $773M invested in SELECT INCOME REIT in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

10% more funds holding

Funds holding: 164181 (+17)

7% more capital invested

Capital invested by funds: $721M → $773M (+$52.2M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $351K

Holders
181
Holders Change
+17
Holders Change %
+10.37%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
28
Increased
69
Reduced
54
Closed
8
Calls
Puts
$351K
Net Calls
-$351K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
51
Boston Partners
Massachusetts
$2.12M +$2.14M +243,293 New
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.1M -$146K -16,631 -6%
PPA
53
Parametric Portfolio Associates
Washington
$2.03M +$218K +24,855 +12%
ERSOT
54
Employees Retirement System of Texas
Texas
$2.03M +$2.05M +232,901 New
Wells Fargo
55
Wells Fargo
California
$2.02M +$905K +103,012 +80%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$1.95M -$120K -13,650 -6%
BCA
57
Benchmark Capital Advisors
New York
$1.84M -$57K -6,484 -3%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.75M
TA
59
Teachers Advisors
New York
$1.75M
CA
60
Cetera Advisors
Colorado
$1.75M +$105K +11,960 +6%
SFM
61
Systematic Financial Management
New Jersey
$1.73M -$542K -61,698 -24%
DC
62
Deere & Company
Illinois
$1.71M +$1.73M +196,694 New
Citadel Advisors
63
Citadel Advisors
Florida
$1.69M -$1.46M -166,384 -46%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.68M +$105K +11,989 +7%
Invesco
65
Invesco
Georgia
$1.61M +$562K +63,959 +53%
SIM
66
Sonora Investment Management
Arizona
$1.58M -$93.5K -10,636 -6%
CAM
67
ClariVest Asset Management
California
$1.57M +$406K +46,183 +34%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.55M +$1.06M +120,534 +209%
MFS
69
MSI Financial Services
Massachusetts
$1.55M +$357K +40,636 +30%
NCMW
70
Northern Capital Management (Wisconsin)
Wisconsin
$1.55M +$1.15M +131,233 +281%
AIG
71
American International Group
New York
$1.48M -$854K -97,113 -36%
TIAAOA
72
Teachers Insurance & Annuity Association of America
New York
$1.46M -$1.25M -142,476 -46%
DCM
73
Dupont Capital Management
Delaware
$1.43M -$342K -38,895 -19%
OAM
74
Orinda Asset Management
California
$1.39M -$1.4M -159,250 -50%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$1.39M +$452K +51,415 +48%

SIR Hedge Fund Activity: Q4 2015 in Review

181 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in SELECT INCOME REIT (SIR) for Q4 2015, worth a combined $773M — up 7.2% from $721M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SIR positions and 8 closed out — a net gain of 20 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Numeric Investors, adding an estimated $25.9M. The largest seller was Fidelity Investments, cutting an estimated $28.4M.

  • 181 institutional investors held SELECT INCOME REIT (SIR) as of Q4 2015, up from 164 in Q3 2015.
  • Funds reported $773M of SELECT INCOME REIT stock for Q4 2015, up 7.2% quarter-over-quarter.
  • 28 funds opened new SELECT INCOME REIT positions in Q4 2015 and 8 closed out, a net change of +20 holders.
  • The largest SELECT INCOME REIT buyer in Q4 2015 was Numeric Investors, an estimated $25.9M added.
  • The largest SELECT INCOME REIT seller in Q4 2015 was Fidelity Investments, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2015.