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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.31B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$124M |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$118M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$99.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$133M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$111M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$101M |
| 4 |
Bank of New York Mellon
New York
|
-$48.4M |
| 5 |
Millennium Management
New York
|
-$45.1M |
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.