Welltower
WELL
614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 60 closing their positions.
145% more call options, than puts
Call options by funds: $83.1M | Put options by funds: $34M
14% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 222
1.39% less ownership
Funds ownership: 92.91% → 91.52% (-1.4%)
4% less funds holding
Funds holding: 637 → 614 (-23)
16% less capital invested
Capital invested by funds: $24.9B → $20.9B (-$4.03B)
19% less funds holding in top 10
Funds holding in top 10: 26 → 21 (-5)
27% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$344M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$172M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$97.2M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$83.9M |
| 5 |
Morgan Stanley
New York
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$334M |
| 2 |
JP Morgan Chase
New York
|
-$182M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$146M |
| 4 |
Cohen & Steers
New York
|
-$116M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$96.5M |
WELL Hedge Fund Activity: Q2 2015 in Review
614 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2015, worth a combined $20.9B — down 16% from $24.9B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of WELL and 44 opened new positions — a net loss of 16 holders — while 222 trimmed existing stakes and 253 added.
The largest buyer was State Street, adding an estimated $344M. The largest seller was Invesco, cutting an estimated $334M.
- 614 institutional investors held Welltower (WELL) as of Q2 2015, down from 637 in Q1 2015.
- Funds reported $20.9B of Welltower stock for Q2 2015, down 16% quarter-over-quarter.
- 44 funds opened new Welltower positions in Q2 2015 and 60 closed out, a net change of -16 holders.
- The largest Welltower buyer in Q2 2015 was State Street, an estimated $344M added.
- The largest Welltower seller in Q2 2015 was Invesco, an estimated $334M sold.
Based on aggregated 13F filings for Q2 2015.