Bluerock Homes Trust
41 hedge funds and large institutions have $16.4M invested in Bluerock Homes Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.
23% more capital invested
Capital invested by funds: $13.3M → $16.4M (+$3.1M)
0.16% less ownership
Funds ownership: 25.1% → 24.94% (-0.16%)
5% less funds holding
Funds holding: 43 → 41 (-2)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$307K |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$183K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$67.6K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$178K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$175K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$168K |
| 4 |
Millennium Management
New York
|
-$63.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.1K |
BHM Hedge Fund Activity: Q1 2024 in Review
41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2024, worth a combined $16.4M — up 23% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BHM and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $307K. The largest seller was Morgan Stanley, cutting an estimated $178K.
- 41 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2024, down from 43 in Q4 2023.
- Funds reported $16.4M of Bluerock Homes Trust stock for Q1 2024, up 23% quarter-over-quarter.
- 4 funds opened new Bluerock Homes Trust positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest Bluerock Homes Trust buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $307K added.
- The largest Bluerock Homes Trust seller in Q1 2024 was Morgan Stanley, an estimated $178K sold.
Based on aggregated 13F filings for Q1 2024.