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Vornado Realty Trust

377 hedge funds and large institutions have $15.7B invested in Vornado Realty Trust in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 156 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

11% more capital invested

Capital invested by funds: $14.2B → $15.7B (+$1.58B)

6.27% more ownership

Funds ownership: 123.39%129.66% (+6.3%)

6% more funds holding

Funds holding: 355377 (+22)

5% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $57.6M

22% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 156

Holders
377
Holders Change
+22
Holders Change %
+6.2%
% of All Funds
10.94%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
45
Increased
122
Reduced
156
Closed
23
Calls
$54.6M
Puts
$57.6M
Net Calls
-$2.95M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$20.2M +311,641 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.5B +$36.8M +568,757 +3%
Morgan Stanley
3
Morgan Stanley
New York
$692M -$7.5M -115,803 -1%
State Street
4
State Street
Massachusetts
$687M +$22.4M +345,715 +3%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$631M +$4.98M +76,947 +0.8%
DCMA
6
Daiwa Capital Markets America
New York
$631M +$629M +9,720,923 New
AAMU
7
APG Asset Management US
New York
$613M +$41.6M +642,669 +7%
BIT
8
BlackRock Institutional Trust
California
$590M +$15.6M +241,186 +3%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$440M +$3.51M +54,150 +0.8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$432M -$4.94M -76,216 -1%
BFA
11
BlackRock Fund Advisors
California
$412M -$19.5M -301,687 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$383M -$8.18M -126,291 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$309M +$2.48M +38,347 +0.8%
Invesco
14
Invesco
Georgia
$290M +$3.7M +57,097 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$288M -$1.1M -17,063 -0.4%
PI
16
PGGM Investments
Netherlands
$266M
SAMC
17
Shinko Asset Management Company
Japan
$259M -$514K -7,940 -0.2%
Northern Trust
18
Northern Trust
Illinois
$237M +$5.76M +88,951 +2%
LIMS
19
Lasalle Investment Management Securities
Maryland
$193M -$108M -1,666,110 -36%
BG
20
BlackRock Group
United Kingdom
$168M -$8.29M -128,084 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$167M +$4.96M +76,642 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$167M +$6.52M +100,703 +4%
ECM
23
EII Capital Management
New York
$162M +$51M +787,169 +46%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$157M +$30.6M +471,883 +24%
N
25
Nuveen
North Carolina
$139M +$67.4M +1,041,402 +94%

VNO Hedge Fund Activity: Q4 2013 in Review

377 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vornado Realty Trust (VNO) for Q4 2013, worth a combined $15.7B — up 11% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VNO positions and 23 closed out — a net gain of 22 holders — while 122 added to existing stakes and 156 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $109M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $108M.

  • 377 institutional investors held Vornado Realty Trust (VNO) as of Q4 2013, up from 355 in Q3 2013.
  • Funds reported $15.7B of Vornado Realty Trust stock for Q4 2013, up 11% quarter-over-quarter.
  • 45 funds opened new Vornado Realty Trust positions in Q4 2013 and 23 closed out, a net change of +22 holders.
  • The largest Vornado Realty Trust buyer in Q4 2013 was Wellington Management Group, an estimated $109M added.
  • The largest Vornado Realty Trust seller in Q4 2013 was Lasalle Investment Management Securities, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2013.