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Acadia Realty Trust
AKR

190 hedge funds and large institutions have $2.49B invested in Acadia Realty Trust in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

14% more funds holding

Funds holding: 167 → 190 (+23)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.01% less ownership

Funds ownership: 108.84% → 108.83% (-0.01%)

4% less capital invested

Capital invested by funds: $2.61B → $2.49B (-$115M)

Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
67
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$17.3M
4
PFC
Phocas Financial Corp
California
+$10.1M
5
Wells Fargo
Wells Fargo
California
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
AAMU
APG Asset Management US
New York
-$48.5M
2
Goldman Sachs
Goldman Sachs
New York
-$30.1M
3
Bank of America
Bank of America
North Carolina
-$13.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.91M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
176
MGO One Seven
Ohio
$5K +$4.72K +165 New
IA
177
IFP Advisors
Florida
$3K – – –
WTB
178
Washington Trust Bank
Washington
$3K – – –
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.92K +102 +510%
ASN
180
Advisory Services Network
Georgia
$2K +$1.6K +56 New
ST
181
Smithfield Trust
Pennsylvania
$2K +$1.72K +60 New
SWP
182
Stratos Wealth Partners
Ohio
$2K +$2K +70 New
PWM
183
Paulson Wealth Management
Illinois
$2K +$2.29K +80 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
185
Quadrant Capital Group
Ohio
$1K – – –
WWMSC
186
Wagner Wealth Management (South Carolina)
South Carolina
$1K – – –
FGC
187
Financial Gravity Companies
Texas
$1K +$1.09K +38 New
Walleye Trading
188
Walleye Trading
New York
$894 +$935K +32,693 New
PCG
189
Private Capital Group
Connecticut
$36 +$37.4K +1,307 New
AAMU
190
APG Asset Management US
New York
– -$48.5M -1,694,000 Closed
NFA
191
Nationwide Fund Advisors
Ohio
– -$6.11M -213,321 Closed
Credit Agricole
192
Credit Agricole
France
– -$1.4M -48,930 Closed
N
193
Natixis
France
– -$368K -12,841 Closed
NMERB
194
New Mexico Educational Retirement Board
New Mexico
– -$326K -11,400 Closed
Squarepoint
195
Squarepoint
New York
– -$217K -7,578 Closed
PP
196
Paloma Partners
Connecticut
– -$213K -7,453 Closed
PCM
197
Penserra Capital Management
California
– -$31K -1,104 Closed
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
– -$3K -102 Closed
LFA
199
Legacy Financial Advisors
Kentucky
– +$400 +14 New
VFA
200
Valeo Financial Advisors
Indiana
– +$457 +16 New
4 5 6 7
8

AKR Hedge Fund Activity: Q4 2017 in Review

190 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Acadia Realty Trust (AKR) for Q4 2017, worth a combined $2.49B — down 4.4% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AKR positions and 9 closed out — a net gain of 24 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was APG Asset Management US, exiting entirely with an estimated $48.5M sold.

  • 190 institutional investors held Acadia Realty Trust (AKR) as of Q4 2017, up from 167 in Q3 2017.
  • Funds reported $2.49B of Acadia Realty Trust stock for Q4 2017, down 4.4% quarter-over-quarter.
  • 33 funds opened new Acadia Realty Trust positions in Q4 2017 and 9 closed out, a net change of +24 holders.
  • The largest Acadia Realty Trust buyer in Q4 2017 was BlackRock, an estimated $24.9M added.
  • The largest Acadia Realty Trust seller in Q4 2017 was APG Asset Management US, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2017.