Bluerock Homes Trust
43 hedge funds and large institutions have $17.6M invested in Bluerock Homes Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more capital invested
Capital invested by funds: $16.4M → $17.6M (+$1.2M)
5% more funds holding
Funds holding: 41 → 43 (+2)
0.5% more ownership
Funds ownership: 24.94% → 25.44% (+0.5%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$714K |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$59.7K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$44K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$43.3K |
| 5 |
BlackRock
New York
|
+$9.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$126K |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$27.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.7K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$15.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.83K |
BHM Hedge Fund Activity: Q2 2024 in Review
43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q2 2024, worth a combined $17.6M — up 7.3% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BHM positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $714K. The largest seller was Millennium Management, cutting an estimated $126K.
- 43 institutional investors held Bluerock Homes Trust (BHM) as of Q2 2024, up from 41 in Q1 2024.
- Funds reported $17.6M of Bluerock Homes Trust stock for Q2 2024, up 7.3% quarter-over-quarter.
- 5 funds opened new Bluerock Homes Trust positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Bluerock Homes Trust buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $714K added.
- The largest Bluerock Homes Trust seller in Q2 2024 was Millennium Management, an estimated $126K sold.
Based on aggregated 13F filings for Q2 2024.