Welltower
WELL
632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.
241% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 29
138% more call options, than puts
Call options by funds: $128M | Put options by funds: $53.7M
50% more funds holding in top 10
Funds holding in top 10: 20 → 30 (+10)
24% more capital invested
Capital invested by funds: $18.1B → $22.5B (+$4.36B)
10% more funds holding
Funds holding: 572 → 632 (+60)
5% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 219
0.94% more ownership
Funds ownership: 89.73% → 90.66% (+0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$257M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 3 |
JP Morgan Chase
New York
|
+$92.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$71.8M |
| 5 |
Renaissance Technologies
New York
|
+$68.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$174M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$129M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$44.7M |
| 4 |
ECM
EII Capital Management
New York
|
-$44.4M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$39.6M |
WELL Hedge Fund Activity: Q4 2014 in Review
632 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2014, worth a combined $22.5B — up 24% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WELL positions and 29 closed out — a net gain of 70 holders — while 230 added to existing stakes and 219 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $257M. The largest seller was Invesco, cutting an estimated $174M.
- 632 institutional investors held Welltower (WELL) as of Q4 2014, up from 572 in Q3 2014.
- Funds reported $22.5B of Welltower stock for Q4 2014, up 24% quarter-over-quarter.
- 99 funds opened new Welltower positions in Q4 2014 and 29 closed out, a net change of +70 holders.
- The largest Welltower buyer in Q4 2014 was Cohen & Steers, an estimated $257M added.
- The largest Welltower seller in Q4 2014 was Invesco, an estimated $174M sold.
Based on aggregated 13F filings for Q4 2014.