Bluerock Homes Trust
43 hedge funds and large institutions have $13.5M invested in Bluerock Homes Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5% more funds holding
Funds holding: 41 → 43 (+2)
3% more capital invested
Capital invested by funds: $13M → $13.5M (+$453K)
1.16% less ownership
Funds ownership: 26.04% → 24.87% (-1.2%)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$520K |
| 2 |
Renaissance Technologies
New York
|
+$260K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$214K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$175K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Water Island Capital
New York
|
-$499K |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$465K |
| 3 |
Millennium Management
New York
|
-$318K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$219K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$145K |
BHM Hedge Fund Activity: Q4 2023 in Review
43 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2023, worth a combined $13.5M — up 3.5% from $13M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BHM positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $520K. The largest seller was Water Island Capital, exiting entirely with an estimated $499K sold.
- 43 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $13.5M of Bluerock Homes Trust stock for Q4 2023, up 3.5% quarter-over-quarter.
- 7 funds opened new Bluerock Homes Trust positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Bluerock Homes Trust buyer in Q4 2023 was Arkadios Wealth Advisors, an estimated $520K added.
- The largest Bluerock Homes Trust seller in Q4 2023 was Water Island Capital, an estimated $499K sold.
Based on aggregated 13F filings for Q4 2023.