SELECT INCOME REIT
SIR
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 146 → 144 (-2)
92% less call options, than puts
Call options by funds: $19K | Put options by funds: $249K
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$44.8M |
| 2 |
JP Morgan Chase
New York
|
-$23.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.39M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$7.18M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$7.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFA
151
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$681K | -64,396 | Closed |
|
|
SCM
152
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$546K | -51,677 | Closed |
|
|
OAM
153
Orinda Asset Management
Lafayette,
California
| – | -$481K | -45,500 | Closed |
|
154
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| – | -$361K | -34,125 | Closed |
|
155
ProShare Advisors
Bethesda,
Maryland
| – | -$348K | -32,885 | Closed |
|
|
DTL
156
Dynamic Technology Lab
Singapore
| – | -$229K | -21,626 | Closed |
|
157
Principal Financial Group
Des Moines,
Iowa
| – | -$212K | -20,034 | Closed |
|
|
CG
158
Clinton Group
New York
| – | -$203K | -19,215 | Closed |
|
|
PG
159
PEAK6 Group
Chicago,
Illinois
| – | -$178K | -16,885 | Closed |
|
|
HIM
160
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$34K | -3,185 | Closed |
|
161
BNP Paribas Financial Markets
Paris,
France
| – | -$1.73K | -164 | Closed |
|
|
BRWA
162
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$116 | +11 | New |
|
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.