Welltower
WELL
515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.
46% more call options, than puts
Call options by funds: $60.2M | Put options by funds: $41.3M
14% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 188
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
0% more funds holding
Funds holding: 513 → 515 (+2)
1.29% less ownership
Funds ownership: 90.78% → 89.5% (-1.3%)
6% less capital invested
Capital invested by funds: $17.1B → $16B (-$1.1B)
29% less funds holding in top 10
Funds holding in top 10: 24 → 17 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$111M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$72.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$66.1M |
| 4 |
Cohen & Steers
New York
|
+$64.7M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$87.6M |
| 2 |
JP Morgan Chase
New York
|
-$80.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$53.1M |
| 4 |
VAM
Visium Asset Management
New York
|
-$49.8M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$36.6M |
WELL Hedge Fund Activity: Q3 2013 in Review
515 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2013, worth a combined $16B — down 6.4% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WELL positions and 40 closed out — a net gain of 3 holders — while 215 added to existing stakes and 188 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $111M. The largest seller was Citadel Advisors, cutting an estimated $87.6M.
- 515 institutional investors held Welltower (WELL) as of Q3 2013, up from 513 in Q2 2013.
- Funds reported $16B of Welltower stock for Q3 2013, down 6.4% quarter-over-quarter.
- 43 funds opened new Welltower positions in Q3 2013 and 40 closed out, a net change of +3 holders.
- The largest Welltower buyer in Q3 2013 was Epoch Investment Partners, an estimated $111M added.
- The largest Welltower seller in Q3 2013 was Citadel Advisors, an estimated $87.6M sold.
Based on aggregated 13F filings for Q3 2013.