SELECT INCOME REIT
SIR
SIR was delisted on the 31st of December, 2018.
118 hedge funds and large institutions have $534M invested in SELECT INCOME REIT in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 13 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 27
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
41% more call options, than puts
Call options by funds: $643K | Put options by funds: $457K
6% more funds holding
Funds holding: 111 → 118 (+7)
10% less capital invested
Capital invested by funds: $594M → $534M (-$60.1M)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$67.1M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.2M |
| 4 |
CNB
City National Bank
Beverly Hills,
California
|
+$9.78M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$7.76M |
Top Sellers
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$54.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$46M |
| 3 |
LCM
Lakewood Capital Management
New York
|
-$35.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.42M |
| 5 |
D.E. Shaw & Co
New York
|
-$7.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
126
Coe Capital Management
Highland Park,
Illinois
| – | -$435K | -35,349 | Closed |
|
|
DC
127
Deere & Company
Moline,
Illinois
| – | -$385K | -31,215 | Closed |
|
|
SCM
128
Sterling Capital Management
Charlotte,
North Carolina
| – | -$353K | -28,604 | Closed |
|
129
Janus Henderson Group
London,
United Kingdom
| – | -$216K | -17,563 | Closed |
|
|
AWCI
130
Alpine Woods Capital Investors
Purchase,
New York
| – | -$208K | -16,851 | Closed |
|
|
OA
131
OFI Advisors
Philadelphia,
Pennsylvania
| – | -$12K | -949 | Closed |
|
SIR Hedge Fund Activity: Q3 2013 in Review
118 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in SELECT INCOME REIT (SIR) for Q3 2013, worth a combined $534M — down 10% from $594M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SIR positions and 13 closed out — a net gain of 7 holders — while 63 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $67.1M. The largest seller was CI Investments Inc, exiting entirely with an estimated $54.4M sold.
- 118 institutional investors held SELECT INCOME REIT (SIR) as of Q3 2013, up from 111 in Q2 2013.
- Funds reported $534M of SELECT INCOME REIT stock for Q3 2013, down 10% quarter-over-quarter.
- 20 funds opened new SELECT INCOME REIT positions in Q3 2013 and 13 closed out, a net change of +7 holders.
- The largest SELECT INCOME REIT buyer in Q3 2013 was Morgan Stanley, an estimated $67.1M added.
- The largest SELECT INCOME REIT seller in Q3 2013 was CI Investments Inc, an estimated $54.4M sold.
Based on aggregated 13F filings for Q3 2013.