Bluerock Residential Growth REIT, Inc.
BRG
BRG was delisted on the 5th of October, 2022.
101 hedge funds and large institutions have $117M invested in Bluerock Residential Growth REIT, Inc. in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 28
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $102M → $117M (+$15.6M)
4% more funds holding
Funds holding: 97 → 101 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.1M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.71M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.02M |
| 5 |
Morgan Stanley
New York
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$2.03M |
| 2 |
MNG
Manning & Napier Group
Fairport,
New York
|
-$1.76M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$707K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$602K |
| 5 |
JP Morgan Chase
New York
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
101
IndexIQ Advisors
New York
| – | -$207K | -21,082 | Closed |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$108K | -11,070 | Closed |
|
103
Squarepoint
New York
| – | -$99K | -10,100 | Closed |
|
|
CFIA
104
Cantor Fitzgerald Investment Advisors
New York
| – | -$98K | -10,000 | Closed |
|
|
CPIG
105
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$82K | -8,700 | Closed |
|
|
TRCT
106
Tower Research Capital (TRC)
New York
| – | -$1K | -89 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | -4% |
|
|
WAM
108
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$231 | +25 | New |
|
|
VCM
109
Versant Capital Management
Phoenix,
Arizona
| – | +$295 | +32 | New |
|
|
MOS
110
MGO One Seven
Beachwood,
Ohio
| – | +$619 | +67 | New |
|
BRG Hedge Fund Activity: Q4 2018 in Review
101 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bluerock Residential Growth REIT, Inc. (BRG) for Q4 2018, worth a combined $117M — up 15% from $102M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BRG positions and 9 closed out — a net gain of 4 holders — while 42 added to existing stakes and 28 trimmed.
The largest buyer was Invesco, adding an estimated $10.1M. The largest seller was Highland Capital Management (Texas), cutting an estimated $2.03M.
- 101 institutional investors held Bluerock Residential Growth REIT, Inc. (BRG) as of Q4 2018, up from 97 in Q3 2018.
- Funds reported $117M of Bluerock Residential Growth REIT, Inc. stock for Q4 2018, up 15% quarter-over-quarter.
- 13 funds opened new Bluerock Residential Growth REIT, Inc. positions in Q4 2018 and 9 closed out, a net change of +4 holders.
- The largest Bluerock Residential Growth REIT, Inc. buyer in Q4 2018 was Invesco, an estimated $10.1M added.
- The largest Bluerock Residential Growth REIT, Inc. seller in Q4 2018 was Highland Capital Management (Texas), an estimated $2.03M sold.
Based on aggregated 13F filings for Q4 2018.