Bluerock Homes Trust
64 hedge funds and large institutions have $29.6M invested in Bluerock Homes Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 15 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2.24% less ownership
Funds ownership: 41.1% → 38.86% (-2.2%)
11% less funds holding
Funds holding: 72 → 64 (-8)
12% less capital invested
Capital invested by funds: $33.6M → $29.6M (-$4.08M)
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
99% less call options, than puts
Call options by funds: $12K | Put options by funds: $1.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
+$878K |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$375K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$83.7K |
| 4 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$77.3K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$43.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$862K |
| 2 |
Millennium Management
New York
|
-$529K |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$504K |
| 4 |
BlackRock
New York
|
-$493K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$435K |
BHM Hedge Fund Activity: Q1 2023 in Review
64 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2023, worth a combined $29.6M — down 12% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BHM and 7 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 18 added.
The largest buyer was Verition Fund Management, adding an estimated $878K. The largest seller was Goldman Sachs, cutting an estimated $862K.
- 64 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2023, down from 72 in Q4 2022.
- Funds reported $29.6M of Bluerock Homes Trust stock for Q1 2023, down 12% quarter-over-quarter.
- 7 funds opened new Bluerock Homes Trust positions in Q1 2023 and 15 closed out, a net change of -8 holders.
- The largest Bluerock Homes Trust buyer in Q1 2023 was Verition Fund Management, an estimated $878K added.
- The largest Bluerock Homes Trust seller in Q1 2023 was Goldman Sachs, an estimated $862K sold.
Based on aggregated 13F filings for Q1 2023.