Welltower
WELL
535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.
165% more call options, than puts
Call options by funds: $59.9M | Put options by funds: $22.6M
16% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 198
11% more capital invested
Capital invested by funds: $13.8B → $15.3B (+$1.52B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
1.36% less ownership
Funds ownership: 89.28% → 87.92% (-1.4%)
4% less funds holding
Funds holding: 556 → 535 (-21)
28% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$70.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.6M |
| 4 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$45.9M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$88M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$67.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$49.6M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$29.9M |
| 5 |
Goldman Sachs
New York
|
-$28.6M |
WELL Hedge Fund Activity: Q1 2014 in Review
535 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2014, worth a combined $15.3B — up 11% from $13.8B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of WELL and 42 opened new positions — a net loss of 16 holders — while 198 trimmed existing stakes and 229 added.
The largest buyer was Vanguard Group, adding an estimated $97.4M. The largest seller was Capital World Investors, cutting an estimated $88M.
- 535 institutional investors held Welltower (WELL) as of Q1 2014, down from 556 in Q4 2013.
- Funds reported $15.3B of Welltower stock for Q1 2014, up 11% quarter-over-quarter.
- 42 funds opened new Welltower positions in Q1 2014 and 58 closed out, a net change of -16 holders.
- The largest Welltower buyer in Q1 2014 was Vanguard Group, an estimated $97.4M added.
- The largest Welltower seller in Q1 2014 was Capital World Investors, an estimated $88M sold.
Based on aggregated 13F filings for Q1 2014.