Welltower
WELL
640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.
162% more call options, than puts
Call options by funds: $129M | Put options by funds: $49.2M
27% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 56
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
1% more funds holding
Funds holding: 632 → 640 (+8)
3% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 243
1% more capital invested
Capital invested by funds: $21.7B → $21.9B (+$175M)
0.53% less ownership
Funds ownership: 90.82% → 90.29% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$471M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$223M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$179M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$326M |
| 2 |
Cohen & Steers
New York
|
-$244M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$154M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$121M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$85.2M |
WELL Hedge Fund Activity: Q1 2016 in Review
640 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2016, worth a combined $21.9B — up 0.81% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WELL positions and 56 closed out — a net gain of 15 holders — while 250 added to existing stakes and 243 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $471M. The largest seller was Deutsche Bank, cutting an estimated $326M.
- 640 institutional investors held Welltower (WELL) as of Q1 2016, up from 632 in Q4 2015.
- Funds reported $21.9B of Welltower stock for Q1 2016, up 0.81% quarter-over-quarter.
- 71 funds opened new Welltower positions in Q1 2016 and 56 closed out, a net change of +15 holders.
- The largest Welltower buyer in Q1 2016 was Fidelity Investments, an estimated $471M added.
- The largest Welltower seller in Q1 2016 was Deutsche Bank, an estimated $326M sold.
Based on aggregated 13F filings for Q1 2016.