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SRG

Seritage Growth Properties

129 hedge funds and large institutions have $1.27B invested in Seritage Growth Properties in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

19% more capital invested

Capital invested by funds: $1.07B → $1.27B (+$199M)

10% more call options, than puts

Call options by funds: $54.3M | Put options by funds: $49.4M

8.23% more ownership

Funds ownership: 90.63%98.86% (+8.2%)

1% less funds holding

Funds holding: 130129 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
15
Increased
47
Reduced
38
Closed
16
Calls
$54.3M
Puts
$49.4M
Net Calls
+$4.96M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$174M -$1.88M -40,500 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M -$136K -2,942 -0.1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$131M +$16.7M +358,962 +14%
BlackRock
4
BlackRock
New York
$116M +$8.06M +173,801 +7%
ECP
5
Empyrean Capital Partners
California
$83.1M +$15M +322,675 +22%
EAM
6
Eagle Asset Management
Florida
$63M +$2.88M +62,006 +5%
B
7
BloombergSen
Ontario, Canada
$49.3M +$34M +732,998 +218%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42M -$987K -21,263 -2%
GCM
9
Gates Capital Management
New York
$41.9M +$42.2M +908,534 New
State Street
10
State Street
Massachusetts
$38.7M -$58.2K -1,255 -0.1%
TG
11
TCW Group
California
$26.9M +$2.42M +52,206 +10%
XGI
12
XL Group Investments
Bermuda
$26.8M -$4.64M -100,000 -15%
RP
13
RBS Partners
Florida
$24M
Morgan Stanley
14
Morgan Stanley
New York
$23.6M +$608K +13,100 +3%
Northern Trust
15
Northern Trust
Illinois
$18.5M -$255K -5,501 -1%
SBCM
16
Schwerin Boyle Capital Management
Massachusetts
$15.8M
ECAU
17
Everett Capital Advisors (UK)
United Kingdom
$14.9M -$1.59M -34,300 -10%
GL
18
Governors Lane
New York
$14M +$8.96M +193,093 +174%
Wells Fargo
19
Wells Fargo
California
$13.6M -$3.28M -70,789 -19%
KTA
20
Keeley-Teton Advisors
Illinois
$12.7M -$2.75M -59,261 -18%
Goldman Sachs
21
Goldman Sachs
New York
$12.6M -$3M -64,603 -19%
Charles Schwab
22
Charles Schwab
California
$11.6M +$1.14M +24,603 +11%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.3M +$269K +5,788 +2%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.01M +$72.2K +1,557 +0.9%

SRG Hedge Fund Activity: Q3 2017 in Review

129 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Seritage Growth Properties (SRG) for Q3 2017, worth a combined $1.27B — up 19% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SRG and 15 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 47 added.

The largest buyer was Gates Capital Management, opening a new position worth an estimated $42.2M. The largest seller was Fidelity Investments, cutting an estimated $13.7M.

  • 129 institutional investors held Seritage Growth Properties (SRG) as of Q3 2017, down from 130 in Q2 2017.
  • Funds reported $1.27B of Seritage Growth Properties stock for Q3 2017, up 19% quarter-over-quarter.
  • 15 funds opened new Seritage Growth Properties positions in Q3 2017 and 16 closed out, a net change of -1 holder.
  • The largest Seritage Growth Properties buyer in Q3 2017 was Gates Capital Management, an estimated $42.2M added.
  • The largest Seritage Growth Properties seller in Q3 2017 was Fidelity Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2017.