Bluerock Homes Trust
41 hedge funds and large institutions have $12.7M invested in Bluerock Homes Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 14 closing their positions.
5.38% less ownership
Funds ownership: 31.42% → 26.04% (-5.4%)
21% less funds holding
Funds holding: 52 → 41 (-11)
33% less capital invested
Capital invested by funds: $19.1M → $12.7M (-$6.37M)
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
79% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.1K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.7K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$16.1K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.27K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$1.54M |
| 2 |
Jane Street
New York
|
-$379K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$228K |
| 4 |
AFAS
Acorn Financial Advisory Services
Reston,
Virginia
|
-$178K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$726 | -45 | Closed |
|
52
New York State Common Retirement Fund
Albany,
New York
| – | -$559 | -35 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$97 | -6 | Closed |
|
54
Russell Investments Group
London,
United Kingdom
| – | -$32 | -2 | Closed |
|
BHM Hedge Fund Activity: Q3 2023 in Review
41 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q3 2023, worth a combined $12.7M — down 33% from $19.1M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BHM and 3 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 6 added.
The largest buyer was Vanguard Group, adding an estimated $47.1K. The largest seller was Verition Fund Management, exiting entirely with an estimated $1.54M sold.
- 41 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2023, down from 52 in Q2 2023.
- Funds reported $12.7M of Bluerock Homes Trust stock for Q3 2023, down 33% quarter-over-quarter.
- 3 funds opened new Bluerock Homes Trust positions in Q3 2023 and 14 closed out, a net change of -11 holders.
- The largest Bluerock Homes Trust buyer in Q3 2023 was Vanguard Group, an estimated $47.1K added.
- The largest Bluerock Homes Trust seller in Q3 2023 was Verition Fund Management, an estimated $1.54M sold.
Based on aggregated 13F filings for Q3 2023.