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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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60 hedge funds and large institutions have $602M invested in Welltower Inc. in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

7% more funds holding

Funds holding: 56 → 60 (+4)

74% less capital invested

Capital invested by funds: $2.28B → $602M (-$1.68B)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
21
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$22.3M
2
KG
Killen Group
Pennsylvania
+$10.3M
3
American Century Companies
American Century Companies
Missouri
+$6.3M
4
AAA
Alpine Associates Advisors
New Jersey
+$5.9M
5
WCM
Waterstone Capital Management
Minnesota
+$4.26M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$18.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$17.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$17.3M
4
OCM
Oaktree Capital Management
California
-$16.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$803K -$756K -13,536 -46%
ECM
52
EII Capital Management
New York
$779K – – –
Neuberger Berman Group
53
Neuberger Berman Group
New York
$650K – – –
BlackRock
54
BlackRock
New York
$555K – – –
KSCM
55
Kamunting Street Capital Management
Florida
$514K – – –
BIT
56
BlackRock Institutional Trust
California
$440K +$101K +1,800 +27%
UOC
57
UBS O'Connor
Illinois
$387K – – –
BCM
58
Basso Capital Management
Connecticut
$360K -$586K -10,490 -60%
SCM
59
Schnieders Capital Management
California
$231K +$251K +4,502 New
U
60
UBS
Switzerland
$26K +$15.7K +281 +127%
AC
61
Alexandria Capital
Virginia
$25K – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.97K – – –
PTC
63
Private Trust Company
Ohio
$5K +$559 +10 +13%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
– -$17.5M -304,374 Closed
AAMU
65
Amundi Asset Management US
Massachusetts
– -$2.88M -50,000 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$134K -2,335 Closed
1 2
3

WELL.PRI Hedge Fund Activity: Q4 2013 in Review

60 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2013, worth a combined $602M — down 74% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WELL.PRI positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $22.3M. The largest seller was Deutsche Bank, cutting an estimated $18.6M.

  • 60 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2013, up from 56 in Q3 2013.
  • Funds reported $602M of Welltower Inc. stock for Q4 2013, down 74% quarter-over-quarter.
  • 7 funds opened new Welltower Inc. positions in Q4 2013 and 3 closed out, a net change of +4 holders.
  • The largest Welltower Inc. buyer in Q4 2013 was TD Asset Management, an estimated $22.3M added.
  • The largest Welltower Inc. seller in Q4 2013 was Deutsche Bank, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2013.