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BRT

BRT Apartments
BRT

60 hedge funds and large institutions have $59.2M invested in BRT Apartments in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

50% more funds holding

Funds holding: 40 → 60 (+20)

46% more capital invested

Capital invested by funds: $40.5M → $59.2M (+$18.7M)

8.02% more ownership

Funds ownership: 24.35% → 32.37% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
60
Holders Change
+20
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.69M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.82M
4
State Street
State Street
Massachusetts
+$1.48M
5
ADMI
Albert D. Mason Inc
Massachusetts
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.19M
2
Millennium Management
Millennium Management
New York
-$552K
3
TL
TowerView LLC
New York
-$498K
4
BRF
B. Riley Financial
California
-$360K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
26
Municipal Employees' Retirement System of Michigan
Michigan
$360K +$351K +28,254 New
UBS Group
27
UBS Group
Switzerland
$315K +$12K +968 +4%
Millennium Management
28
Millennium Management
New York
$290K -$552K -44,444 -66%
SCM
29
Schnieders Capital Management
California
$285K +$19.9K +1,600 +8%
LSC
30
Lesa Sroufe & Co
Washington
$255K – – –
MC
31
Menta Capital
California
$234K +$228K +18,348 New
RA
32
RMR Advisors
Massachusetts
$228K +$222K +17,887 New
JP Morgan Chase
33
JP Morgan Chase
New York
$218K +$213K +17,143 New
Charles Schwab
34
Charles Schwab
California
$197K +$191K +15,400 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$173K – – –
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$167K – – –
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$161K +$157K +12,639 New
TCIM
38
TIAA CREF Investment Management
New York
$161K +$157K +12,666 New
Goldman Sachs
39
Goldman Sachs
New York
$153K -$132K -10,668 -47%
MCM
40
Matarin Capital Management
New York
$147K +$143K +11,494 New
TA
41
Teachers Advisors
New York
$143K +$139K +11,222 New
CPA
42
Cowen Prime Advisors
New York
$128K -$65.1K -5,248 -34%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$116K +$113K +9,100 New
FFW
44
Fusion Family Wealth
New York
$92K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$79K +$77K +6,200 New
TRCT
46
Tower Research Capital (TRC)
New York
$72K +$24.5K +1,971 +53%
AIG
47
American International Group
New York
$69K +$66.8K +5,380 New
FCMT
48
Founders Capital Management (Texas)
Texas
$32K – – –
SO
49
STRS Ohio
Ohio
$30K +$29.8K +2,400 New
Citigroup
50
Citigroup
New York
$21K +$20.5K +1,655 New
1
2
3

BRT Hedge Fund Activity: Q2 2018 in Review

60 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2018, worth a combined $59.2M — up 46% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BRT positions and 4 closed out — a net gain of 20 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $4.9M. The largest seller was Royce & Associates, exiting entirely with an estimated $1.19M sold.

  • 60 institutional investors held BRT Apartments (BRT) as of Q2 2018, up from 40 in Q1 2018.
  • Funds reported $59.2M of BRT Apartments stock for Q2 2018, up 46% quarter-over-quarter.
  • 24 funds opened new BRT Apartments positions in Q2 2018 and 4 closed out, a net change of +20 holders.
  • The largest BRT Apartments buyer in Q2 2018 was BlackRock, an estimated $4.9M added.
  • The largest BRT Apartments seller in Q2 2018 was Royce & Associates, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.