Welltower
WELL
556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 208 increasing their positions, 206 reducing their positions, and 44 closing their positions.
98% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 44
84% more call options, than puts
Call options by funds: $54.2M | Put options by funds: $29.4M
8% more funds holding
Funds holding: 515 → 556 (+41)
1% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 206
0.44% less ownership
Funds ownership: 89.72% → 89.28% (-0.44%)
14% less capital invested
Capital invested by funds: $16B → $13.8B (-$2.22B)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.9M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$58.1M |
| 3 |
Barclays
London,
United Kingdom
|
+$56.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$48.5M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$390M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$62.6M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$47.8M |
| 4 |
O
OppenheimerFunds
New York
|
-$45M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$36.4M |
WELL Hedge Fund Activity: Q4 2013 in Review
556 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2013, worth a combined $13.8B — down 14% from $16B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WELL positions and 44 closed out — a net gain of 43 holders — while 208 added to existing stakes and 206 trimmed.
The largest buyer was Vanguard Group, adding an estimated $58.9M. The largest seller was Cohen & Steers, cutting an estimated $390M.
- 556 institutional investors held Welltower (WELL) as of Q4 2013, up from 515 in Q3 2013.
- Funds reported $13.8B of Welltower stock for Q4 2013, down 14% quarter-over-quarter.
- 87 funds opened new Welltower positions in Q4 2013 and 44 closed out, a net change of +43 holders.
- The largest Welltower buyer in Q4 2013 was Vanguard Group, an estimated $58.9M added.
- The largest Welltower seller in Q4 2013 was Cohen & Steers, an estimated $390M sold.
Based on aggregated 13F filings for Q4 2013.