Welltower
WELL
572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.
203% more call options, than puts
Call options by funds: $141M | Put options by funds: $46.5M
100% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 150
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
7% more capital invested
Capital invested by funds: $17B → $18.1B (+$1.14B)
0.99% more ownership
Funds ownership: 88.74% → 89.73% (+0.99%)
2% less funds holding
Funds holding: 582 → 572 (-10)
19% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$431M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$294M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$225M |
| 4 |
ACM
Adelante Capital Management
Alameda,
California
|
+$110M |
| 5 |
State Street
Boston,
Massachusetts
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
EII Capital Management
New York
|
-$155M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$117M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$116M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$51.4M |
| 5 |
Barclays
London,
United Kingdom
|
-$45.7M |
WELL Hedge Fund Activity: Q3 2014 in Review
572 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2014, worth a combined $18.1B — up 6.7% from $17B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WELL and 29 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 300 added.
The largest buyer was Cohen & Steers, adding an estimated $431M. The largest seller was EII Capital Management, cutting an estimated $155M.
- 572 institutional investors held Welltower (WELL) as of Q3 2014, down from 582 in Q2 2014.
- Funds reported $18.1B of Welltower stock for Q3 2014, up 6.7% quarter-over-quarter.
- 29 funds opened new Welltower positions in Q3 2014 and 36 closed out, a net change of -7 holders.
- The largest Welltower buyer in Q3 2014 was Cohen & Steers, an estimated $431M added.
- The largest Welltower seller in Q3 2014 was EII Capital Management, an estimated $155M sold.
Based on aggregated 13F filings for Q3 2014.