Welltower
WELL
670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 284 increasing their positions, 209 reducing their positions, and 47 closing their positions.
110% more call options, than puts
Call options by funds: $143M | Put options by funds: $68.4M
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
36% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 209
25% more funds holding in top 10
Funds holding in top 10: 24 → 30 (+6)
9% more capital invested
Capital invested by funds: $22.3B → $24.2B (+$1.91B)
5% more funds holding
Funds holding: 640 → 670 (+30)
1.22% less ownership
Funds ownership: 90.29% → 89.07% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$244M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$178M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$152M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$56.6M |
| 5 |
TA
Teachers Advisors
New York
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$331M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$304M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$246M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$94.2M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$76.3M |
WELL Hedge Fund Activity: Q2 2016 in Review
670 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2016, worth a combined $24.2B — up 8.6% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WELL positions and 47 closed out — a net gain of 40 holders — while 284 added to existing stakes and 209 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $244M. The largest seller was Cohen & Steers, cutting an estimated $331M.
- 670 institutional investors held Welltower (WELL) as of Q2 2016, up from 640 in Q1 2016.
- Funds reported $24.2B of Welltower stock for Q2 2016, up 8.6% quarter-over-quarter.
- 87 funds opened new Welltower positions in Q2 2016 and 47 closed out, a net change of +40 holders.
- The largest Welltower buyer in Q2 2016 was Fidelity Investments, an estimated $244M added.
- The largest Welltower seller in Q2 2016 was Cohen & Steers, an estimated $331M sold.
Based on aggregated 13F filings for Q2 2016.