Welltower
WELL
632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.
218% more call options, than puts
Call options by funds: $103M | Put options by funds: $32.4M
73% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 60
21% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 207
6% more funds holding
Funds holding: 594 → 632 (+38)
2.72% more ownership
Funds ownership: 88.1% → 90.82% (+2.7%)
5% more capital invested
Capital invested by funds: $20.7B → $21.7B (+$943M)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$419M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$201M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$156M |
| 4 |
Bank of New York Mellon
New York
|
+$121M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$526M |
| 2 |
AAMU
APG Asset Management US
New York
|
-$129M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$69.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$69M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$58.1M |
WELL Hedge Fund Activity: Q4 2015 in Review
632 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2015, worth a combined $21.7B — up 4.5% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new WELL positions and 60 closed out — a net gain of 44 holders — while 251 added to existing stakes and 207 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $419M. The largest seller was Cohen & Steers, cutting an estimated $526M.
- 632 institutional investors held Welltower (WELL) as of Q4 2015, up from 594 in Q3 2015.
- Funds reported $21.7B of Welltower stock for Q4 2015, up 4.5% quarter-over-quarter.
- 104 funds opened new Welltower positions in Q4 2015 and 60 closed out, a net change of +44 holders.
- The largest Welltower buyer in Q4 2015 was Deutsche Bank, an estimated $419M added.
- The largest Welltower seller in Q4 2015 was Cohen & Steers, an estimated $526M sold.
Based on aggregated 13F filings for Q4 2015.