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SRG

Seritage Growth Properties

144 hedge funds and large institutions have $1.76B invested in Seritage Growth Properties in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

35% more capital invested

Capital invested by funds: $1.3B → $1.76B (+$457M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

8% more funds holding

Funds holding: 133144 (+11)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.23% less ownership

Funds ownership: 113.17%110.94% (-2.2%)

63% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $60.2M

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
46
Reduced
41
Closed
17
Calls
$22.2M
Puts
$60.2M
Net Calls
-$37.9M
Net Calls Change
-$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$215M +$146K +3,500 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M -$6.91M -166,167 -4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$181M +$7.66M +184,320 +5%
BlackRock
4
BlackRock
New York
$127M -$1.2M -28,777 -1%
B
5
BloombergSen
Ontario, Canada
$124M +$3.73M +89,639 +3%
ECP
6
Empyrean Capital Partners
California
$98.6M -$8.42M -202,420 -8%
EC
7
EMS Capital
New York
$77.3M +$1.73M +41,725 +2%
EAM
8
Eagle Asset Management
Florida
$66.6M +$6.74M +162,103 +12%
GCM
9
Gates Capital Management
New York
$63.3M +$10.2M +245,093 +21%
State Street
10
State Street
Massachusetts
$57.4M +$10.3M +246,579 +24%
CTA
11
Carillon Tower Advisers
Florida
$52M +$5.69M +136,883 +13%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.9M -$569K -13,683 -1%
Morgan Stanley
13
Morgan Stanley
New York
$32.7M -$3.45M -82,911 -10%
Axa
14
Axa
France
$31.4M -$10.8M -259,461 -27%
Goldman Sachs
15
Goldman Sachs
New York
$30.7M +$5.29M +127,244 +23%
CU
16
CDAM (UK)
United Kingdom
$28.2M -$879K -21,132 -3%
WCM
17
Wallace Capital Management
Texas
$22.2M -$28.7K -691 -0.1%
Northern Trust
18
Northern Trust
Illinois
$21.7M -$356K -8,572 -2%
Charles Schwab
19
Charles Schwab
California
$20M +$1.53M +36,762 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19M +$1.59M +38,253 +10%
RP
21
RBS Partners
Florida
$15.2M
GL
22
Governors Lane
New York
$14.6M -$33.3M -801,877 -71%
ACM
23
Aquamarine Capital Management
New York
$13.3M +$1.5M +36,131 +14%
TAM
24
Third Avenue Management
New York
$12.9M -$590K -14,188 -5%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.6M +$832K +20,000 +8%

SRG Hedge Fund Activity: Q1 2019 in Review

144 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Seritage Growth Properties (SRG) for Q1 2019, worth a combined $1.76B — up 35% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SRG positions and 17 closed out — a net gain of 12 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was Governors Lane, cutting an estimated $33.3M.

  • 144 institutional investors held Seritage Growth Properties (SRG) as of Q1 2019, up from 133 in Q4 2018.
  • Funds reported $1.76B of Seritage Growth Properties stock for Q1 2019, up 35% quarter-over-quarter.
  • 29 funds opened new Seritage Growth Properties positions in Q1 2019 and 17 closed out, a net change of +12 holders.
  • The largest Seritage Growth Properties buyer in Q1 2019 was State Street, an estimated $10.3M added.
  • The largest Seritage Growth Properties seller in Q1 2019 was Governors Lane, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2019.