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BRT

BRT Apartments
BRT

75 hedge funds and large institutions have $68.7M invested in BRT Apartments in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $55M → $68.7M (+$13.8M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 70 → 75 (+5)

0.61% more ownership

Funds ownership: 30.79% → 31.41% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
+$1.14M
2
PAM
Panagora Asset Management
Massachusetts
+$539K
3
BlackRock
BlackRock
New York
+$472K
4
MAM
Martingale Asset Management
Massachusetts
+$354K
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$263K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$305K
2
TL
TowerView LLC
New York
-$262K
3
Millennium Management
Millennium Management
New York
-$205K
4
RA
RMR Advisors
Massachusetts
-$191K
5
Renaissance Technologies
Renaissance Technologies
New York
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$414K – – –
UBS Group
27
UBS Group
Switzerland
$360K -$21.9K -1,666 -6%
Charles Schwab
28
Charles Schwab
California
$309K +$44K +3,343 +18%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$297K -$137K -10,403 -33%
Wells Fargo
30
Wells Fargo
California
$289K -$3.92K -298 -1%
Asset Management One
31
Asset Management One
Japan
$289K -$3.13K -238 -1%
LSC
32
Lesa Sroufe & Co
Washington
$278K – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$253K +$5.75K +437 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$213K +$41.7K +3,174 +26%
Morgan Stanley
35
Morgan Stanley
New York
$212K -$155K -11,813 -44%
SO
36
STRS Ohio
Ohio
$210K -$6.63K -504 -3%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$210K +$17K +1,294 +9%
B
38
Bailard
California
$206K +$195K +14,855 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$199K +$1.97K +150 +1%
BRWM
40
B. Riley Wealth Management
Tennessee
$193K – – –
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$188K – – –
OAM
42
Oxford Asset Management
United Kingdom
$186K -$3.05K -232 -2%
HW
43
Hancock Whitney
Mississippi
$183K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$168K +$159K +12,091 New
PPA
45
Parametric Portfolio Associates
Washington
$167K +$159K +12,059 New
TA
46
Teachers Advisors
New York
$163K – – –
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$141K +$133K +10,150 New
SEI Investments
48
SEI Investments
Pennsylvania
$140K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$126K – – –
Bessemer Group
50
Bessemer Group
New Jersey
$104K – – –
1
2
3 4

BRT Hedge Fund Activity: Q1 2019 in Review

75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2019, worth a combined $68.7M — up 25% from $55M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $1.14M. The largest seller was Stifel Financial, cutting an estimated $305K.

  • 75 institutional investors held BRT Apartments (BRT) as of Q1 2019, up from 70 in Q4 2018.
  • Funds reported $68.7M of BRT Apartments stock for Q1 2019, up 25% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q1 2019 and 6 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q1 2019 was L.J. Altfest & Co, an estimated $1.14M added.
  • The largest BRT Apartments seller in Q1 2019 was Stifel Financial, an estimated $305K sold.

Based on aggregated 13F filings for Q1 2019.