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BRT

BRT Apartments
BRT

73 hedge funds and large institutions have $70.8M invested in BRT Apartments in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $68.7M → $70.8M (+$2.07M)

0.46% more ownership

Funds ownership: 31.41% → 31.87% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less funds holding

Funds holding: 75 → 73 (-2)

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
25
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$802K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$522K
3
Millennium Management
Millennium Management
New York
+$481K
4
BlackRock
BlackRock
New York
+$288K
5
APG
Abacus Planning Group
South Carolina
+$273K

Top Sellers

Rank Fund Capital Flow
1
TL
TowerView LLC
New York
-$665K
2
MFP
Michael F. Price
-$323K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$297K
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$273K
5
Invesco
Invesco
Georgia
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$409K +$40.7K +2,984 +12%
MC
27
Menta Capital
California
$408K -$12.8K -936 -3%
SCM
28
Schnieders Capital Management
California
$385K -$54.6K -4,000 -13%
Charles Schwab
29
Charles Schwab
California
$341K +$25.9K +1,897 +9%
Morgan Stanley
30
Morgan Stanley
New York
$326K +$107K +7,841 +51%
B
31
Bailard
California
$313K +$99.6K +7,300 +49%
Wells Fargo
32
Wells Fargo
California
$308K +$13.3K +971 +5%
LSC
33
Lesa Sroufe & Co
Washington
$283K – – –
APG
34
Abacus Planning Group
South Carolina
$283K +$273K +20,000 New
Asset Management One
35
Asset Management One
Japan
$279K -$13.7K -1,005 -5%
First Trust Advisors
36
First Trust Advisors
Illinois
$259K +$1.32K +97 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$236K +$89.1K +6,525 +64%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$220K +$16.1K +1,181 +8%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$214K – – –
SO
40
STRS Ohio
Ohio
$201K -$11.4K -837 -6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$191K – – –
HW
42
Hancock Whitney
Mississippi
$185K -$1.08K -79 -0.6%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$178K +$172K +12,608 New
SG Americas Securities
44
SG Americas Securities
New York
$171K +$165K +12,082 New
PPA
45
Parametric Portfolio Associates
Washington
$161K -$9.4K -689 -6%
OAM
46
Oxford Asset Management
United Kingdom
$154K -$34.7K -2,539 -19%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$151K -$19K -1,391 -12%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$144K +$139K +10,171 New
SEI Investments
49
SEI Investments
Pennsylvania
$143K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$129K – – –
1
2
3 4

BRT Hedge Fund Activity: Q2 2019 in Review

73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2019, worth a combined $70.8M — up 3% from $68.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BRT positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $802K. The largest seller was TowerView LLC, cutting an estimated $665K.

  • 73 institutional investors held BRT Apartments (BRT) as of Q2 2019, down from 75 in Q1 2019.
  • Funds reported $70.8M of BRT Apartments stock for Q2 2019, up 3% quarter-over-quarter.
  • 8 funds opened new BRT Apartments positions in Q2 2019 and 7 closed out, a net change of +1 holder.
  • The largest BRT Apartments buyer in Q2 2019 was Nuveen, an estimated $802K added.
  • The largest BRT Apartments seller in Q2 2019 was TowerView LLC, an estimated $665K sold.

Based on aggregated 13F filings for Q2 2019.