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SRC

SPIRIT REALTY CAPITAL, INC.
SRC

Delisted

SRC was delisted on the 22nd of January, 2024.

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290 hedge funds and large institutions have $4.8B invested in SPIRIT REALTY CAPITAL, INC. in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 99 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

70% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.32M

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

32% more capital invested

Capital invested by funds: $3.64B → $4.8B (+$1.16B)

17% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 99

3% more funds holding

Funds holding: 281 → 290 (+9)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.13%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
41
Increased
116
Reduced
99
Closed
30
Calls
$3.94M
Puts
$2.32M
Net Calls
+$1.62M
Net Calls Change
+$1.45M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$150M
2
LPC
Long Pond Capital
New York
+$73.7M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$48M
4
BlackRock
BlackRock
New York
+$44.2M
5
N
Nuveen
North Carolina
+$33.8M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$35.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$20.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$18.7M
5
Northern Trust
Northern Trust
Illinois
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
276
First Trust Direct Indexing
Massachusetts
$5K +$4.4K +122 New
SWA
277
Sutton Wealth Advisors
Florida
$3.82K – – –
LC
278
Lindbrook Capital
California
$3K -$433 -12 -13%
ABC
279
Associated Banc-Corp
Wisconsin
$3K – – –
TPWA
280
TRUE Private Wealth Advisors
Oregon
$3K +$36 +1 +1%
AssetMark Inc
281
AssetMark Inc
California
$3K +$1.62K +45 +167%
CAM
282
ClariVest Asset Management
California
$2K – – –
EARNEST Partners
283
EARNEST Partners
Georgia
$2K – – –
HGWM
284
Harvest Group Wealth Management
Massachusetts
$2K – – –
DOA
285
D'Orazio & Associates
Virginia
$2K +$36 +1 +2%
VCG
286
Vantage Consulting Group
Virginia
$2K +$1.48K +41 New
CAAS
287
Capital Asset Advisory Services
Michigan
$2K +$1.98K +55 New
KFI
288
Key Financial Inc
Pennsylvania
$1K +$865 +24 New
HCMT
289
Highland Capital Management (Texas)
Texas
$1K +$1.3K +36 New
Millennium Management
290
Millennium Management
New York
– -$12.5K -370,358 Closed
GA
291
GRS Advisors
Illinois
– -$7.36M -218,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
292
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.88M -115,000 Closed
RCM
293
RVB Capital Management
New York
– -$3.38M -100,000 Closed
WG
294
Winton Group
United Kingdom
– -$2.3M -68,170 Closed
ERSOT
295
Employees Retirement System of Texas
Texas
– -$2.16M -64,000 Closed
VFA
296
Voya Financial Advisors
Connecticut
– -$1.68M -49,903 Closed
BFM
297
Boothbay Fund Management
New York
– -$1.48M -43,696 Closed
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
– -$1.15M -33,997 Closed
Wellington Management Group
299
Wellington Management Group
Massachusetts
– -$928K -27,483 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
– -$819K -24,280 Closed
9 10 11
12
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SRC Hedge Fund Activity: Q4 2020 in Review

290 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SPIRIT REALTY CAPITAL, INC. (SRC) for Q4 2020, worth a combined $4.8B — up 32% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SRC positions and 30 closed out — a net gain of 11 holders — while 116 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $150M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $35.3M.

  • 290 institutional investors held SPIRIT REALTY CAPITAL, INC. (SRC) as of Q4 2020, up from 281 in Q3 2020.
  • Funds reported $4.8B of SPIRIT REALTY CAPITAL, INC. stock for Q4 2020, up 32% quarter-over-quarter.
  • 41 funds opened new SPIRIT REALTY CAPITAL, INC. positions in Q4 2020 and 30 closed out, a net change of +11 holders.
  • The largest SPIRIT REALTY CAPITAL, INC. buyer in Q4 2020 was Morgan Stanley, an estimated $150M added.
  • The largest SPIRIT REALTY CAPITAL, INC. seller in Q4 2020 was CBRE Investment Management Listed Real Assets, an estimated $35.3M sold.

Based on aggregated 13F filings for Q4 2020.