Welltower
WELL
582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.
255% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 20
111% more call options, than puts
Call options by funds: $49.8M | Put options by funds: $23.6M
57% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 164
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
11% more capital invested
Capital invested by funds: $15.3B → $17B (+$1.63B)
9% more funds holding
Funds holding: 535 → 582 (+47)
0.82% more ownership
Funds ownership: 87.92% → 88.74% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$248M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$143M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$134M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$104M |
| 5 |
Bank of New York Mellon
New York
|
+$94.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$211M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$84.6M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$73.4M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$70.3M |
| 5 |
Cohen & Steers
New York
|
-$63M |
WELL Hedge Fund Activity: Q2 2014 in Review
582 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2014, worth a combined $17B — up 11% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WELL positions and 20 closed out — a net gain of 51 holders — while 258 added to existing stakes and 164 trimmed.
The largest buyer was PGGM Investments, adding an estimated $248M. The largest seller was Capital World Investors, cutting an estimated $211M.
- 582 institutional investors held Welltower (WELL) as of Q2 2014, up from 535 in Q1 2014.
- Funds reported $17B of Welltower stock for Q2 2014, up 11% quarter-over-quarter.
- 71 funds opened new Welltower positions in Q2 2014 and 20 closed out, a net change of +51 holders.
- The largest Welltower buyer in Q2 2014 was PGGM Investments, an estimated $248M added.
- The largest Welltower seller in Q2 2014 was Capital World Investors, an estimated $211M sold.
Based on aggregated 13F filings for Q2 2014.