We are live on ! Find out more
SIR

SELECT INCOME REIT
SIR

Delisted

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

144 hedge funds and large institutions have $773M invested in SELECT INCOME REIT in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

2% more capital invested

Capital invested by funds: $757M → $773M (+$15.6M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 146144 (-2)

92% less call options, than puts

Call options by funds: $19K | Put options by funds: $249K

Holders
144
Holders Change
-2
Holders Change %
-1.37%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
60
Reduced
54
Closed
19
Calls
$19K
Puts
$249K
Net Calls
-$230K
Net Calls Change
+$751K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Prelude Capital Management
New York
$37K -$84.2K -7,962 -70%
HNB
127
Huntington National Bank
Ohio
$35K +$34.9K +3,296 New
SF
128
Synovus Financial
Georgia
$30K +$29.1K +2,753 New
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$29K -$4.81K -455 -15%
SAMC
130
Shinko Asset Management Company
Japan
$29K -$2.41K -228 -8%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$29K +$2.4K +227 +9%
DADC
132
D.A. Davidson & Co
Montana
$16K
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$16K
BFEC
134
Benjamin F. Edwards & Company
Missouri
$15K +$14.4K +1,365 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$13K +$6.07K +574 +84%
IRS
136
Invictus RG (Singapore)
Singapore
$11K -$203K -19,208 -95%
QI
137
QS Investors
New York
$8K +$7.82K +739 New
GT
138
Glenmede Trust
Pennsylvania
$6K +$6.53K +617 New
NES
139
New England Securities
New York
$4K +$3.61K +341 New
PIA
140
Piedmont Investment Advisors
North Carolina
$2.07K +$2.04K +193 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2K +$53 +5 +2%
HR
142
Howe & Rusling
New York
$1K
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$587 -$103K -9,732 -15%
JP Morgan Chase
144
JP Morgan Chase
New York
-$23.1M -2,183,054 Closed
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
-$7.18M -679,517 Closed
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
-$7.16M -676,901 Closed
MAM
147
Martingale Asset Management
Massachusetts
-$1.99M -187,910 Closed
DCM
148
Dupont Capital Management
Delaware
-$1.38M -130,139 Closed
DC
149
Deere & Company
Illinois
-$1.25M -118,264 Closed
PP
150
PDT Partners
New York
-$787K -74,463 Closed

SIR Hedge Fund Activity: Q4 2014 in Review

144 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SELECT INCOME REIT (SIR) for Q4 2014, worth a combined $773M — up 2.1% from $757M a quarter earlier.

Fund positioning in SIR was balanced in Q4 2014: 19 funds opened new positions, 19 closed out, 60 added to existing stakes and 54 trimmed.

The largest buyer was Lakewood Capital Management, adding an estimated $49.4M. The largest seller was Morgan Stanley, cutting an estimated $44.8M.

  • 144 institutional investors held SELECT INCOME REIT (SIR) as of Q4 2014, down from 146 in Q3 2014.
  • Funds reported $773M of SELECT INCOME REIT stock for Q4 2014, up 2.1% quarter-over-quarter.
  • 19 funds opened new SELECT INCOME REIT positions in Q4 2014 and 19 closed out, a net change of 0 holders.
  • The largest SELECT INCOME REIT buyer in Q4 2014 was Lakewood Capital Management, an estimated $49.4M added.
  • The largest SELECT INCOME REIT seller in Q4 2014 was Morgan Stanley, an estimated $44.8M sold.

Based on aggregated 13F filings for Q4 2014.