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Bluerock Homes Trust
BHM

73 hedge funds and large institutions have $33.6M invested in Bluerock Homes Trust in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,221% more capital invested

Capital invested by funds: $326K → $33.6M (+$33.3M)

6,900% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 1

1,725% more funds holding

Funds holding: 4 → 73 (+69)

42.23% more ownership

Funds ownership: 0% → 42.23% (+42%)

100% less call options, than puts

Call options by funds: $26K | Put options by funds: $5.38M

Holders
73
Holders Change
+69
Holders Change %
+1,725%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
70
Increased
2
Reduced
–
Closed
1
Calls
$26K
Puts
$5.38M
Net Calls
-$5.35M
Net Calls Change
-$5.12M

Top Buyers

Rank Fund Capital Flow
1
QOP
Quinn Opportunity Partners
Virginia
+$7.47M
2
BlackRock
BlackRock
New York
+$6.06M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.17M
4
Millennium Management
Millennium Management
New York
+$2.25M
5
State Street
State Street
Massachusetts
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
UFM
Ursa Fund Management
California
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$9.76K +$10.7K +458 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$9K +$9.91K +424 New
Legal & General Group
53
Legal & General Group
United Kingdom
$8.58K +$8.39K +359 +835%
ASN
54
Advisory Services Network
Georgia
$7.46K +$8.18K +350 New
SAM
55
Shell Asset Management
Netherlands
$7K +$7.85K +336 New
AIP
56
Ameritas Investment Partners
Nebraska
$5.88K +$6.26K +268 New
CWM
57
Cedar Wealth Management
California
$3.5K +$3.83K +164 New
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$2.52K +$2.76K +118 New
BCMLT
59
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K +$1.96K +84 New
AAP
60
Arax Advisory Partners
Colorado
$1.51K +$1.66K +71 New
AssetMark Inc
61
AssetMark Inc
California
$1.49K +$1.64K +70 New
AWM
62
Accel Wealth Management
Iowa
$1.43K +$1.57K +67 New
US Bancorp
63
US Bancorp
Minnesota
$1.41K +$1.54K +66 New
EE
64
EWG Elevate
California
$1.32K +$1.45K +62 New
Citigroup
65
Citigroup
New York
$1.02K +$1.12K +48 New
FIA
66
FNY Investment Advisers
New York
$1K +$2.17K +93 New
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$928 +$1.02M +43,517 New
S
68
SignatureFD
Georgia
$852 +$935 +40 New
QCG
69
Quadrant Capital Group
Ohio
$788 +$865 +37 New
FWM
70
Focused Wealth Management
New York
$639 +$701 +30 New
TWA
71
TCI Wealth Advisors
Arizona
$490 +$538 +23 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$21 +$23 +1 New
UFM
73
Ursa Fund Management
California
– -$201K -9,920 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
– +$701 +30 New
1 2
3

BHM Hedge Fund Activity: Q4 2022 in Review

73 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2022, worth a combined $33.6M — up 10,221% from $326K a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BHM positions and 1 closed out — a net gain of 69 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Quinn Opportunity Partners, opening a new position worth an estimated $7.47M. The largest seller was Ursa Fund Management, exiting entirely with an estimated $201K sold.

  • 73 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2022, up from 4 in Q3 2022.
  • Funds reported $33.6M of Bluerock Homes Trust stock for Q4 2022, up 10,221% quarter-over-quarter.
  • 70 funds opened new Bluerock Homes Trust positions in Q4 2022 and 1 closed out, a net change of +69 holders.
  • The largest Bluerock Homes Trust buyer in Q4 2022 was Quinn Opportunity Partners, an estimated $7.47M added.
  • The largest Bluerock Homes Trust seller in Q4 2022 was Ursa Fund Management, an estimated $201K sold.

Based on aggregated 13F filings for Q4 2022.