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Bluerock Homes Trust
BHM

43 hedge funds and large institutions have $17.6M invested in Bluerock Homes Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $16.4M → $17.6M (+$1.2M)

5% more funds holding

Funds holding: 41 → 43 (+2)

0.5% more ownership

Funds ownership: 24.94% → 25.44% (+0.5%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$714K
2
NWA
Navis Wealth Advisors
New York
+$59.7K
3
AWA
Arkadios Wealth Advisors
Georgia
+$44K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$43.3K
5
BlackRock
BlackRock
New York
+$9.12K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$126K
2
CL
CSS LLC
Illinois
-$27.4K
3
Osaic Holdings
Osaic Holdings
Arizona
-$17.7K
4
Northern Trust
Northern Trust
Illinois
-$15.9K
5
UBS Group
UBS Group
Switzerland
-$6.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Creekmur Asset Management
Illinois
$3.08K +$3K +176 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.75K – – –
PS
28
Principal Securities
Iowa
$2.26K – – –
WIM
29
Westside Investment Management
California
$2.19K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$1.73K – – –
UBS Group
31
UBS Group
Switzerland
$1.72K -$6.83K -400 -80%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$1.62K +$1.59K +93 New
LFG
33
Larson Financial Group
Missouri
$1.57K +$1.54K +90 New
BCMLT
34
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47K – – –
AAP
35
Arax Advisory Partners
Colorado
$1.24K – – –
CAS
36
Coppell Advisory Solutions
Texas
$1.16K +$1.47K +86 New
JP Morgan Chase
37
JP Morgan Chase
New York
$1.13K +$700 +41 +171%
CA
38
Clearstead Advisors
Ohio
$1.12K – – –
C
39
Covestor
United Kingdom
$1K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1K +$222 +13 +33%
CA
41
Continuum Advisory
Idaho
$980 – – –
EWA
42
EverSource Wealth Advisors
Alabama
$709 – – –
Citigroup
43
Citigroup
New York
$315 – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
– -$6.33K -375 Closed
GWP
45
Gen-Wealth Partners
Michigan
– -$1.8K -106 Closed
GI
46
GAMMA Investing
California
– -$85 -5 Closed
1
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BHM Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q2 2024, worth a combined $17.6M — up 7.3% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BHM positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $714K. The largest seller was Millennium Management, cutting an estimated $126K.

  • 43 institutional investors held Bluerock Homes Trust (BHM) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $17.6M of Bluerock Homes Trust stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 5 funds opened new Bluerock Homes Trust positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Bluerock Homes Trust buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $714K added.
  • The largest Bluerock Homes Trust seller in Q2 2024 was Millennium Management, an estimated $126K sold.

Based on aggregated 13F filings for Q2 2024.