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SRG

Seritage Growth Properties

133 hedge funds and large institutions have $1.3B invested in Seritage Growth Properties in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8.59% more ownership

Funds ownership: 104.58%113.17% (+8.6%)

2% less funds holding

Funds holding: 136133 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

26% less capital invested

Capital invested by funds: $1.77B → $1.3B (-$470M)

59% less call options, than puts

Call options by funds: $20M | Put options by funds: $49M

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
18
Increased
50
Reduced
36
Closed
20
Calls
$20M
Puts
$49M
Net Calls
-$29M
Net Calls Change
-$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$156M +$1.2M +30,900 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$179K +4,624 +0.1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$126M +$15.6M +402,348 +12%
BlackRock
4
BlackRock
New York
$93.4M +$3.37M +87,046 +3%
B
5
BloombergSen
Ontario, Canada
$87.6M +$8.42M +217,585 +9%
ECP
6
Empyrean Capital Partners
California
$78.3M +$20.4M +527,000 +28%
EC
7
EMS Capital
New York
$54.9M +$18.7M +482,036 +40%
EAM
8
Eagle Asset Management
Florida
$43.2M +$1.05M +27,054 +2%
GCM
9
Gates Capital Management
New York
$38.1M +$19.1M +493,581 +72%
GL
10
Governors Lane
New York
$36.5M +$15.7M +404,524 +56%
State Street
11
State Street
Massachusetts
$33.8M +$964K +24,915 +2%
CTA
12
Carillon Tower Advisers
Florida
$33.4M
Axa
13
Axa
France
$31.2M +$2.47M +63,738 +7%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.9M -$11.8K -305 -0%
Morgan Stanley
15
Morgan Stanley
New York
$26.4M -$2.29M -59,171 -7%
CU
16
CDAM (UK)
United Kingdom
$21.2M +$910K +23,512 +4%
Goldman Sachs
17
Goldman Sachs
New York
$18.3M +$12.4M +321,536 +132%
WCM
18
Wallace Capital Management
Texas
$16.2M +$199K +5,139 +1%
Northern Trust
19
Northern Trust
Illinois
$16.1M -$1.34M -34,621 -7%
Charles Schwab
20
Charles Schwab
California
$13.4M +$853K +22,046 +6%
SBCM
21
Schwerin Boyle Capital Management
Massachusetts
$12.7M -$201K -5,200 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.6M +$1.43M +37,002 +11%
Wells Fargo
23
Wells Fargo
California
$11.1M +$3.29M +85,016 +33%
RP
24
RBS Partners
Florida
$11M
TAM
25
Third Avenue Management
New York
$9.6M +$145K +3,750 +1%

SRG Hedge Fund Activity: Q4 2018 in Review

133 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Seritage Growth Properties (SRG) for Q4 2018, worth a combined $1.3B — down 26% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SRG and 18 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 50 added.

The largest buyer was Empyrean Capital Partners, adding an estimated $20.4M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 133 institutional investors held Seritage Growth Properties (SRG) as of Q4 2018, down from 136 in Q3 2018.
  • Funds reported $1.3B of Seritage Growth Properties stock for Q4 2018, down 26% quarter-over-quarter.
  • 18 funds opened new Seritage Growth Properties positions in Q4 2018 and 20 closed out, a net change of -2 holders.
  • The largest Seritage Growth Properties buyer in Q4 2018 was Empyrean Capital Partners, an estimated $20.4M added.
  • The largest Seritage Growth Properties seller in Q4 2018 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.