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SRG

Seritage Growth Properties

139 hedge funds and large institutions have $1.28B invested in Seritage Growth Properties in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

25% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $11.7M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more funds holding

Funds holding: 136139 (+3)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$40.5M)

7.18% less ownership

Funds ownership: 110.51%103.33% (-7.2%)

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
20
Increased
60
Reduced
37
Closed
17
Calls
$14.6M
Puts
$11.7M
Net Calls
+$2.89M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$171M +$166M +4,277,404 +793%
Vanguard Group
2
Vanguard Group
Pennsylvania
$137M -$7.31M -188,596 -5%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$123M +$8.28M +213,704 +7%
BlackRock
4
BlackRock
New York
$80.5M +$485K +12,509 +0.6%
ECP
5
Empyrean Capital Partners
California
$64.1M
FCM
6
Fairholme Capital Management
Florida
$56.7M -$65M -1,678,398 -51%
GCM
7
Gates Capital Management
New York
$54.5M +$1.69M +43,499 +3%
EAM
8
Eagle Asset Management
Florida
$49.8M -$411K -10,607 -0.8%
B
9
BloombergSen
Ontario, Canada
$44.9M +$2.57M +66,268 +6%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.4M +$1.34M +34,562 +3%
CTA
11
Carillon Tower Advisers
Florida
$35.6M
Morgan Stanley
12
Morgan Stanley
New York
$31.6M +$13.2M +340,173 +62%
GL
13
Governors Lane
New York
$31.4M +$12.3M +316,700 +56%
State Street
14
State Street
Massachusetts
$31.4M +$562K +14,489 +2%
XGI
15
XL Group Investments
Bermuda
$29.1M +$7.8M +201,166 +33%
CU
16
CDAM (UK)
United Kingdom
$18.3M -$358K -9,246 -2%
WCM
17
Wallace Capital Management
Texas
$17.4M +$19M +490,119 New
SBCM
18
Schwerin Boyle Capital Management
Massachusetts
$16.4M +$3.96M +102,125 +28%
Northern Trust
19
Northern Trust
Illinois
$15.5M +$918K +23,696 +6%
TG
20
TCW Group
California
$13.9M -$5.99M -154,685 -28%
Wells Fargo
21
Wells Fargo
California
$13.6M +$1.56M +40,357 +12%
RP
22
RBS Partners
Florida
$12.3M -$3.01M -77,638 -18%
Charles Schwab
23
Charles Schwab
California
$10.3M +$782K +20,178 +7%
ECAU
24
Everett Capital Advisors (UK)
United Kingdom
$10.1M -$7.96M -205,265 -42%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.6M +$1.94M +50,000 +23%

SRG Hedge Fund Activity: Q1 2018 in Review

139 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Seritage Growth Properties (SRG) for Q1 2018, worth a combined $1.28B — up 3.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRG positions and 17 closed out — a net gain of 3 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $166M. The largest seller was Fairholme Capital Management, cutting an estimated $65M.

  • 139 institutional investors held Seritage Growth Properties (SRG) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $1.28B of Seritage Growth Properties stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 20 funds opened new Seritage Growth Properties positions in Q1 2018 and 17 closed out, a net change of +3 holders.
  • The largest Seritage Growth Properties buyer in Q1 2018 was EdgePoint Investment Group, an estimated $166M added.
  • The largest Seritage Growth Properties seller in Q1 2018 was Fairholme Capital Management, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2018.