Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
71 hedge funds and large institutions have $794M invested in Welltower Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 67 → 71 (+4)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
8% less capital invested
Capital invested by funds: $867M → $794M (-$73.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$70.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$22.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$20.3M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$11.5M |
| 5 |
AGC
Angelo Gordon & Co
New York
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$29.3M |
| 2 |
GLI
Guardian Life Insurance
New York
|
-$14.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.08M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$4.43M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$3.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLI
76
Guardian Life Insurance
New York
| – | -$14.8M | -222,000 | Closed |
|
|
SC
77
Scotia Capital
Toronto,
Ontario, Canada
| – | -$3.93M | -58,832 | Closed |
|
|
FTUS
78
Flow Traders U.S.
New York
| – | -$18K | -266 | Closed |
|
79
Creative Planning
Overland Park,
Kansas
| – | -$2K | -35 | Closed |
|
WELL.PRI Hedge Fund Activity: Q4 2016 in Review
71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2016, worth a combined $794M — down 8.5% from $867M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Zazove Associates, opening a new position worth an estimated $70.9M. The largest seller was Allianz Asset Management, cutting an estimated $29.3M.
- 71 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2016, up from 67 in Q3 2016.
- Funds reported $794M of Welltower Inc. stock for Q4 2016, down 8.5% quarter-over-quarter.
- 10 funds opened new Welltower Inc. positions in Q4 2016 and 4 closed out, a net change of +6 holders.
- The largest Welltower Inc. buyer in Q4 2016 was Zazove Associates, an estimated $70.9M added.
- The largest Welltower Inc. seller in Q4 2016 was Allianz Asset Management, an estimated $29.3M sold.
Based on aggregated 13F filings for Q4 2016.