Welltower
WELL
694 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 270 increasing their positions, 229 reducing their positions, and 72 closing their positions.
40% more call options, than puts
Call options by funds: $146M | Put options by funds: $104M
36% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 72
18% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 229
2% more funds holding
Funds holding: 681 → 694 (+13)
1.1% less ownership
Funds ownership: 87.77% → 86.67% (-1.1%)
10% less capital invested
Capital invested by funds: $23.5B → $21B (-$2.45B)
42% less funds holding in top 10
Funds holding in top 10: 24 → 14 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$211M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$173M |
| 3 |
Goldman Sachs
New York
|
+$143M |
| 4 |
Morgan Stanley
New York
|
+$78.8M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$186M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$97.3M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$82.1M |
| 4 |
Bank of New York Mellon
New York
|
-$71.9M |
| 5 |
JP Morgan Chase
New York
|
-$71.2M |
WELL Hedge Fund Activity: Q4 2016 in Review
694 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2016, worth a combined $21B — down 10% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new WELL positions and 72 closed out — a net gain of 26 holders — while 270 added to existing stakes and 229 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $211M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $186M.
- 694 institutional investors held Welltower (WELL) as of Q4 2016, up from 681 in Q3 2016.
- Funds reported $21B of Welltower stock for Q4 2016, down 10% quarter-over-quarter.
- 98 funds opened new Welltower positions in Q4 2016 and 72 closed out, a net change of +26 holders.
- The largest Welltower buyer in Q4 2016 was Deutsche Bank, an estimated $211M added.
- The largest Welltower seller in Q4 2016 was CBRE Investment Management Listed Real Assets, an estimated $186M sold.
Based on aggregated 13F filings for Q4 2016.