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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
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$40.3M -$2.78M -77,131 -7%
Legal & General Group
27
Legal & General Group
United Kingdom
$36.2M +$1.79M +49,748 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$34.8M +$15.9M +439,954 +103%
MP
29
MSD Partners
New York
$33.1M – – –
American Century Companies
30
American Century Companies
Missouri
$30.9M +$27.7M +768,279 New
SEI Investments
31
SEI Investments
Pennsylvania
$26.7M +$3.2M +88,856 +15%
UBS AM
32
UBS AM
Illinois
$23.5M +$859K +23,821 +4%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$20.5M -$2.81M -77,932 -13%
VCM
34
V3 Capital Management
Texas
$20.3M +$18.2M +505,920 New
Neuberger Berman Group
35
Neuberger Berman Group
New York
$20M +$1.47M +40,698 +9%
Bank of America
36
Bank of America
North Carolina
$18.6M -$197K -5,473 -1%
Boston Partners
37
Boston Partners
Massachusetts
$17.7M -$866K -24,020 -5%
GC
38
Gillson Capital
Illinois
$17.4M +$2.56M +71,095 +20%
MIS
39
Morningstar Investment Services
Illinois
$17.3M -$336K -9,311 -2%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$17.1M -$3.25M -90,200 -18%
Citadel Advisors
41
Citadel Advisors
Florida
$15.5M -$18.7M -519,653 -57%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$15.4M +$128K +3,546 +0.9%
Invesco
43
Invesco
Georgia
$14.2M +$6.66M +184,633 +109%
VRS
44
Virginia Retirement Systems
Virginia
$14.1M -$224K -6,200 -2%
Principal Financial Group
45
Principal Financial Group
Iowa
$13.6M +$1.1M +30,575 +10%
Franklin Resources
46
Franklin Resources
California
$13.5M -$281K -7,785 -2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$13.5M -$863K -23,938 -7%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$13.2M -$119K -3,307 -1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$13M +$1.19M +33,092 +11%
Goldman Sachs
50
Goldman Sachs
New York
$12.8M +$2.64M +73,160 +30%
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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.