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Vornado Realty Trust

450 hedge funds and large institutions have $12.4B invested in Vornado Realty Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 163 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $44.6M | Put options by funds: $30.7M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $11.4B → $12.4B (+$958M)

3% more funds holding

Funds holding: 439450 (+11)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.25% less ownership

Funds ownership: 89.25%88.01% (-1.2%)

16% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 163

Holders
450
Holders Change
+11
Holders Change %
+2.51%
% of All Funds
10.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
137
Reduced
163
Closed
39
Calls
$44.6M
Puts
$30.7M
Net Calls
+$13.9M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B -$102M -1,469,865 -5%
Norges Bank
2
Norges Bank
Norway
$1.26B
BlackRock
3
BlackRock
New York
$1.23B -$8.84M -127,881 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$961M +$201M +2,902,569 +29%
State Street
5
State Street
Massachusetts
$695M -$10.5M -151,480 -2%
Morgan Stanley
6
Morgan Stanley
New York
$520M -$131M -1,901,163 -21%
AAMU
7
APG Asset Management US
New York
$382M
Franklin Resources
8
Franklin Resources
California
$327M +$2.1M +30,376 +0.7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$293M -$2.09M -30,191 -0.8%
LPC
10
Long Pond Capital
New York
$263M -$75.6M -1,093,518 -23%
LIMS
11
Lasalle Investment Management Securities
Maryland
$244M -$11M -158,540 -5%
Northern Trust
12
Northern Trust
Illinois
$211M -$4.43M -63,984 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$195M +$2.61M +37,710 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$175M +$4.56M +65,942 +3%
Invesco
15
Invesco
Georgia
$164M +$7.45M +107,663 +5%
Charles Schwab
16
Charles Schwab
California
$137M +$5.28M +76,405 +4%
Capital World Investors
17
Capital World Investors
California
$133M
Goldman Sachs
18
Goldman Sachs
New York
$127M -$15.3M -221,749 -11%
Cohen & Steers
19
Cohen & Steers
New York
$118M +$66.8M +965,901 +154%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$110M -$3.81M -55,040 -4%
Legal & General Group
21
Legal & General Group
United Kingdom
$108M -$5.54M -80,063 -5%
UBS AM
22
UBS AM
Illinois
$74.3M -$479K -6,920 -0.7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$74.3M -$13M -187,684 -16%
Principal Financial Group
24
Principal Financial Group
Iowa
$69.6M +$1.4M +20,245 +2%
ACM
25
Adelante Capital Management
California
$67.6M -$2.89M -41,727 -4%

VNO Hedge Fund Activity: Q2 2018 in Review

450 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vornado Realty Trust (VNO) for Q2 2018, worth a combined $12.4B — up 8.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VNO positions and 39 closed out — a net gain of 14 holders — while 137 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $201M. The largest seller was Morgan Stanley, cutting an estimated $131M.

  • 450 institutional investors held Vornado Realty Trust (VNO) as of Q2 2018, up from 439 in Q1 2018.
  • Funds reported $12.4B of Vornado Realty Trust stock for Q2 2018, up 8.4% quarter-over-quarter.
  • 53 funds opened new Vornado Realty Trust positions in Q2 2018 and 39 closed out, a net change of +14 holders.
  • The largest Vornado Realty Trust buyer in Q2 2018 was JP Morgan Chase, an estimated $201M added.
  • The largest Vornado Realty Trust seller in Q2 2018 was Morgan Stanley, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2018.