Welltower
WELL
637 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.
105% more call options, than puts
Call options by funds: $70.2M | Put options by funds: $34.2M
48% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 198
28% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 54
11% more capital invested
Capital invested by funds: $22.5B → $24.9B (+$2.38B)
2.25% more ownership
Funds ownership: 90.66% → 92.91% (+2.2%)
1% more funds holding
Funds holding: 632 → 637 (+5)
13% less funds holding in top 10
Funds holding in top 10: 30 → 26 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$436M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$127M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$105M |
| 4 |
JP Morgan Chase
New York
|
+$98.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$37.9M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$26.8M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$24.7M |
| 4 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$20.7M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$17M |
WELL Hedge Fund Activity: Q1 2015 in Review
637 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2015, worth a combined $24.9B — up 11% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WELL positions and 54 closed out — a net gain of 15 holders — while 294 added to existing stakes and 198 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $436M. The largest seller was Shinko Asset Management Company, cutting an estimated $37.9M.
- 637 institutional investors held Welltower (WELL) as of Q1 2015, up from 632 in Q4 2014.
- Funds reported $24.9B of Welltower stock for Q1 2015, up 11% quarter-over-quarter.
- 69 funds opened new Welltower positions in Q1 2015 and 54 closed out, a net change of +15 holders.
- The largest Welltower buyer in Q1 2015 was Cohen & Steers, an estimated $436M added.
- The largest Welltower seller in Q1 2015 was Shinko Asset Management Company, an estimated $37.9M sold.
Based on aggregated 13F filings for Q1 2015.