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WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

WELL.PRI was delisted on the 27th of February, 2019.

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67 hedge funds and large institutions have $867M invested in Welltower Inc. in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 70 → 67 (-3)

5% less capital invested

Capital invested by funds: $914M → $867M (-$47.2M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
24
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$17.6M
2
GLI
Guardian Life Insurance
New York
+$15.2M
3
AGC
Angelo Gordon & Co
New York
+$11M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$9.92M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
-$101M
2
AA
AQR Arbitrage
Connecticut
-$39.1M
3
State Street
State Street
Massachusetts
-$19.8M
4
SG Americas Securities
SG Americas Securities
New York
-$15.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Waterstone Capital Management
Minnesota
$8.54M -$4.46M -65,000 -32%
VanEck Associates
27
VanEck Associates
New York
$7.55M +$959K +13,965 +14%
BIM
28
BlackRock Investment Management
Delaware
$7.49M – – –
MSL
29
Mackay Shields LLC
New York
$6.55M – – –
SIM
30
SSI Investment Management
California
$6.51M +$93.7K +1,365 +1%
Ameriprise
31
Ameriprise
Minnesota
$6.49M -$6.35M -92,500 -49%
MA
32
MUFG Americas
New York
$5.52M +$5.68M +82,741 New
GF
33
Gabelli Funds
New York
$4.16M +$172K +2,500 +4%
PCM
34
Palisade Capital Management
New Jersey
$4.08M +$1.92M +27,946 +84%
SC
35
Scotia Capital
Ontario, Canada
$3.93M +$3.37M +49,062 +502%
AUIM
36
Aegon USA Investment Management
Iowa
$3.37M – – –
CL
37
CSS LLC
Illinois
$3.32M -$20.4K -297 -0.6%
ADBIC
38
A.D. Beadell Investment Counsel
Wisconsin
$2.75M -$22.3K -325 -0.8%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$2.66M – – –
Macquarie Group
40
Macquarie Group
Australia
$2.5M – – –
EA
41
Emerald Acquisition
Washington
$2.45M +$741K +10,800 +42%
CCM
42
Cutler Capital Management
Massachusetts
$2.09M – – –
BIT
43
BlackRock Institutional Trust
California
$1.91M – – –
LTI
44
Laffer Tengler Investments
Tennessee
$1.86M +$16.6K +242 +0.9%
WIC
45
Woodmont Investment Counsel
Tennessee
$1.72M -$27.5K -400 -2%
SG Americas Securities
46
SG Americas Securities
New York
$1.7M -$15.8M -229,500 -90%
Citigroup
47
Citigroup
New York
$1.66M – – –
CI
48
Conning Inc
Connecticut
$1.56M – – –
PI
49
Putnam Investments
Massachusetts
$1.31M +$65.6K +955 +5%
KeyBank National Association
50
KeyBank National Association
Ohio
$1.13M +$1.24K +18 +0.1%
1
2
3 4

WELL.PRI Hedge Fund Activity: Q3 2016 in Review

67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2016, worth a combined $867M — down 5.2% from $914M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WELL.PRI and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Credit Suisse, adding an estimated $17.6M. The largest seller was Zazove Associates, exiting entirely with an estimated $101M sold.

  • 67 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2016, down from 70 in Q2 2016.
  • Funds reported $867M of Welltower Inc. stock for Q3 2016, down 5.2% quarter-over-quarter.
  • 4 funds opened new Welltower Inc. positions in Q3 2016 and 6 closed out, a net change of -2 holders.
  • The largest Welltower Inc. buyer in Q3 2016 was Credit Suisse, an estimated $17.6M added.
  • The largest Welltower Inc. seller in Q3 2016 was Zazove Associates, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2016.