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Welltower
WELL

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

35% more call options, than puts

Call options by funds: $94M | Put options by funds: $69.7M

31% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 232

7% more capital invested

Capital invested by funds: $21B → $22.6B (+$1.52B)

2% more funds holding

Funds holding: 695 → 711 (+16)

1.05% more ownership

Funds ownership: 86.67% → 87.72% (+1%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
711
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
80
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.31B
2
Invesco
Invesco
Georgia
+$124M
3
ACI
AMP Capital Investors
Australia
+$118M
4
Deutsche Bank
Deutsche Bank
Germany
+$99.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$133M
2
N
Nuveen
North Carolina
-$111M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$101M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.4M
5
Millennium Management
Millennium Management
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Bruderman Asset Management
New York
– -$67K -1,000 Closed
Simplex Trading
752
Simplex Trading
Illinois
– -$65.9K -977 Closed
CG
753
Cutler Group
California
– -$59.2K -877 Closed
MCM
754
Manchester Capital Management
Vermont
– -$50K -750 Closed
MBT
755
Montecito Bank & Trust
California
– -$35K -520 Closed
PFS
756
Physicians Financial Services
North Carolina
– -$27K -350 Closed
HR
757
Howe & Rusling
New York
– -$21K -311 Closed
AWM
758
Avior Wealth Management
Nebraska
– -$20K -300 Closed
EARNEST Partners
759
EARNEST Partners
Georgia
– -$13K -191 Closed
OC
760
Oakworth Capital
Alabama
– -$8K -133 Closed
IWA
761
IBEX Wealth Advisors
New Jersey
– -$7K -101 Closed
IIC
762
Integrated Investment Consultants
Michigan
– -$7K -100 Closed
PSW
763
Portfolio Strategies (Washington)
Washington
– -$7K -100 Closed
ACM
764
Armbruster Capital Management
New York
– -$5K -80 Closed
AW
765
Alpha Windward
Massachusetts
– -$5K -75 Closed
JIR
766
James Investment Research
Ohio
– -$3K -47 Closed
OFW
767
Omnia Family Wealth
Florida
– -$2K -30 Closed
BCMIO
768
Beacon Capital Management Inc (Ohio)
Ohio
– +$67 +1 New
27 28 29 30
31

WELL Hedge Fund Activity: Q1 2017 in Review

711 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2017, worth a combined $22.6B — up 7.2% from $21B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WELL positions and 53 closed out — a net gain of 27 holders — while 305 added to existing stakes and 232 trimmed.

The largest buyer was BlackRock, adding an estimated $2.31B. The largest seller was JP Morgan Chase, cutting an estimated $133M.

  • 711 institutional investors held Welltower (WELL) as of Q1 2017, up from 695 in Q4 2016.
  • Funds reported $22.6B of Welltower stock for Q1 2017, up 7.2% quarter-over-quarter.
  • 80 funds opened new Welltower positions in Q1 2017 and 53 closed out, a net change of +27 holders.
  • The largest Welltower buyer in Q1 2017 was BlackRock, an estimated $2.31B added.
  • The largest Welltower seller in Q1 2017 was JP Morgan Chase, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.