We are live on ! Find out more
SRC

SPIRIT REALTY CAPITAL, INC.
SRC

Delisted

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

Back to rankings

340 hedge funds and large institutions have $5.82B invested in SPIRIT REALTY CAPITAL, INC. in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 3 → 11 (+8)

29% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $1.85M

27% more capital invested

Capital invested by funds: $4.57B → $5.82B (+$1.25B)

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

3% more funds holding

Funds holding: 331 → 340 (+9)

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.96%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.16%
New
69
Increased
103
Reduced
130
Closed
56
Calls
$2.38M
Puts
$1.85M
Net Calls
+$533K
Net Calls Change
-$607K

Top Buyers

1
FTCM
First Trust Capital Management
Illinois
+$130M
2
UOC
UBS O'Connor
Illinois
+$106M
3
WCMNY
Westchester Capital Management (New York)
New York
+$101M
4
Bank of America
Bank of America
North Carolina
+$68.6M
5
Millennium Management
Millennium Management
New York
+$61.6M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$146M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$107M
4
RIM
Rush Island Management
New York
-$106M
5
LPC
Long Pond Capital
New York
-$77.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
– -$1.59M -47,356 Closed
Ensign Peak Advisors
352
Ensign Peak Advisors
Utah
– -$1.49M -44,290 Closed
VI
353
Versor Investments
New York
– -$1.34M -40,084 Closed
MYAM
354
Meiji Yasuda Asset Management
Japan
– -$1.33M -39,573 Closed
AWM
355
Adams Wealth Management
Utah
– -$1.21M -35,947 Closed
YIH
356
Y-Intercept (HK)
Hong Kong
– -$1.2M -35,858 Closed
CCIA
357
Campbell & Co Investment Adviser
Maryland
– -$1.03M -30,580 Closed
ZCM
358
Ziegler Capital Management
Illinois
– -$754K -22,477 Closed
FC
359
FORA Capital
Florida
– -$751K -22,398 Closed
OTL
360
Oak Thistle LLC
New York
– -$739K -22,031 Closed
MOS
361
MGO One Seven
Ohio
– -$642K -19,148 Closed
SPA
362
Sherbrooke Park Advisers
New York
– -$555K -16,549 Closed
PCM
363
Penserra Capital Management
California
– -$502K -15,001 Closed
FRM
364
Fox Run Management
Connecticut
– -$490K -14,622 Closed
DFCM
365
Dark Forest Capital Management
Puerto Rico
– -$414K -12,340 Closed
BC
366
Bridgefront Capital
Texas
– -$343K -10,234 Closed
Squarepoint
367
Squarepoint
New York
– -$321K -9,559 Closed
EGM
368
Engineers Gate Manager
New York
– -$320K -9,535 Closed
CA
369
Continuum Advisory
Idaho
– -$295K -8,812 Closed
BFM
370
Boothbay Fund Management
New York
– -$279K -8,319 Closed
CWS
371
Cypress Wealth Services
California
– -$269K -8,009 Closed
FIA
372
Foundations Investment Advisors
Arizona
– -$267K -7,959 Closed
MW
373
Marcum Wealth
Ohio
– -$249K -7,425 Closed
PRC
374
Pearl River Capital
Michigan
– -$247K -7,364 Closed
AWAP
375
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$234K -6,993 Closed
12 13 14
15
16

SRC Hedge Fund Activity: Q4 2023 in Review

340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SPIRIT REALTY CAPITAL, INC. (SRC) for Q4 2023, worth a combined $5.82B — up 27% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SRC positions and 56 closed out — a net gain of 13 holders — while 103 added to existing stakes and 130 trimmed.

The largest buyer was First Trust Capital Management, opening a new position worth an estimated $130M. The largest seller was Nomura Holdings, cutting an estimated $146M.

  • 340 institutional investors held SPIRIT REALTY CAPITAL, INC. (SRC) as of Q4 2023, up from 331 in Q3 2023.
  • Funds reported $5.82B of SPIRIT REALTY CAPITAL, INC. stock for Q4 2023, up 27% quarter-over-quarter.
  • 69 funds opened new SPIRIT REALTY CAPITAL, INC. positions in Q4 2023 and 56 closed out, a net change of +13 holders.
  • The largest SPIRIT REALTY CAPITAL, INC. buyer in Q4 2023 was First Trust Capital Management, an estimated $130M added.
  • The largest SPIRIT REALTY CAPITAL, INC. seller in Q4 2023 was Nomura Holdings, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2023.