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BRT

BRT Apartments
BRT

70 hedge funds and large institutions have $55M invested in BRT Apartments in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more funds holding

Funds holding: 64 → 70 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.33% less ownership

Funds ownership: 32.12% → 30.79% (-1.3%)

9% less capital invested

Capital invested by funds: $60.6M → $55M (-$5.65M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
+$649K
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$529K
3
BlackRock
BlackRock
New York
+$497K
4
OC
Oppenheimer & Close
New York
+$495K
5
CG
Colony Group
Massachusetts
+$342K

Top Sellers

Rank Fund Capital Flow
1
ACM
Ativo Capital Management
Illinois
-$1.19M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.16M
3
LJAC
L.J. Altfest & Co
New York
-$1.05M
4
Deutsche Bank
Deutsche Bank
Germany
-$1M
5
BRF
B. Riley Financial
California
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$309K -$130K -11,356 -30%
SCM
27
Schnieders Capital Management
California
$272K – – –
Wells Fargo
28
Wells Fargo
California
$242K +$225K +19,676 +1,350%
Asset Management One
29
Asset Management One
Japan
$241K +$101K +8,821 +72%
LSC
30
Lesa Sroufe & Co
Washington
$229K – – –
Charles Schwab
31
Charles Schwab
California
$216K – – –
Millennium Management
32
Millennium Management
New York
$205K -$178K -15,512 -46%
RA
33
RMR Advisors
Massachusetts
$205K – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$203K +$30K +2,615 +17%
MAM
35
Martingale Asset Management
Massachusetts
$185K -$321K -28,014 -63%
SO
36
STRS Ohio
Ohio
$178K +$152K +13,234 +551%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$163K +$163K +14,221 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$158K +$13.5K +1,178 +9%
OAM
39
Oxford Asset Management
United Kingdom
$156K -$209K -18,243 -57%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$155K – – –
HW
41
Hancock Whitney
Mississippi
$151K +$151K +13,187 New
TIAAOA
42
Teachers Insurance & Annuity Association of America
New York
$142K +$143K +12,485 New
Deutsche Bank
43
Deutsche Bank
Germany
$139K -$1M -87,302 -88%
TA
44
Teachers Advisors
New York
$135K +$6.33K +552 +5%
SEI Investments
45
SEI Investments
Pennsylvania
$122K – – –
CPA
46
Cowen Prime Advisors
New York
$115K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$104K – – –
Bessemer Group
48
Bessemer Group
New Jersey
$86K -$29.8K -2,600 -26%
FFW
49
Fusion Family Wealth
New York
$83K – – –
Bank of America
50
Bank of America
North Carolina
$73K +$28.6K +2,493 +64%
1
2
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BRT Hedge Fund Activity: Q4 2018 in Review

70 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2018, worth a combined $55M — down 9.3% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRT positions and 6 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $649K. The largest seller was Ativo Capital Management, exiting entirely with an estimated $1.19M sold.

  • 70 institutional investors held BRT Apartments (BRT) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $55M of BRT Apartments stock for Q4 2018, down 9.3% quarter-over-quarter.
  • 12 funds opened new BRT Apartments positions in Q4 2018 and 6 closed out, a net change of +6 holders.
  • The largest BRT Apartments buyer in Q4 2018 was B. Riley Wealth Management, an estimated $649K added.
  • The largest BRT Apartments seller in Q4 2018 was Ativo Capital Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2018.