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BRT

BRT Apartments
BRT

77 hedge funds and large institutions have $72.9M invested in BRT Apartments in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

5% more funds holding

Funds holding: 73 → 77 (+4)

3% more capital invested

Capital invested by funds: $70.8M → $72.9M (+$2.1M)

0.16% less ownership

Funds ownership: 31.87% → 31.71% (-0.16%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
26
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$977K
2
BlackRock
BlackRock
New York
+$840K
3
Renaissance Technologies
Renaissance Technologies
New York
+$819K
4
WG
Winton Group
United Kingdom
+$502K
5
State Street
State Street
Massachusetts
+$310K

Top Sellers

Rank Fund Capital Flow
1
TL
TowerView LLC
New York
-$1.78M
2
MFP
Michael F. Price
-$1.12M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$823K
4
Stifel Financial
Stifel Financial
Missouri
-$798K
5
UBS Group
UBS Group
Switzerland
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$435K – – –
SCM
27
Schnieders Capital Management
California
$421K +$22.4K +1,600 +6%
First Trust Advisors
28
First Trust Advisors
Illinois
$353K +$82.4K +5,881 +32%
Charles Schwab
29
Charles Schwab
California
$352K – – –
Wells Fargo
30
Wells Fargo
California
$335K +$16.1K +1,148 +5%
APG
31
Abacus Planning Group
South Carolina
$292K – – –
LSC
32
Lesa Sroufe & Co
Washington
$292K – – –
Asset Management One
33
Asset Management One
Japan
$288K – – –
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$266K +$22.4K +1,600 +10%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$257K +$246K +17,560 New
Goldman Sachs
36
Goldman Sachs
New York
$252K +$242K +17,281 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$247K +$19.7K +1,407 +9%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$220K – – –
Russell Investments Group
39
Russell Investments Group
United Kingdom
$208K +$200K +14,287 New
BRWM
40
B. Riley Wealth Management
Tennessee
$202K – – –
SO
41
STRS Ohio
Ohio
$198K -$9.09K -649 -5%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$198K – – –
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$189K +$39.1K +2,793 +27%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$188K +$3.96K +283 +2%
B
45
Bailard
California
$185K -$133K -9,471 -43%
PPA
46
Parametric Portfolio Associates
Washington
$182K +$15.9K +1,136 +10%
HW
47
Hancock Whitney
Mississippi
$177K -$14K -1,000 -8%
Squarepoint
48
Squarepoint
New York
$160K +$154K +11,000 New
SEI Investments
49
SEI Investments
Pennsylvania
$148K – – –
UBS Group
50
UBS Group
Switzerland
$139K -$271K -19,385 -67%
1
2
3 4

BRT Hedge Fund Activity: Q3 2019 in Review

77 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2019, worth a combined $72.9M — up 3% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BRT positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $977K. The largest seller was TowerView LLC, cutting an estimated $1.78M.

  • 77 institutional investors held BRT Apartments (BRT) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $72.9M of BRT Apartments stock for Q3 2019, up 3% quarter-over-quarter.
  • 10 funds opened new BRT Apartments positions in Q3 2019 and 5 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q3 2019 was Vanguard Group, an estimated $977K added.
  • The largest BRT Apartments seller in Q3 2019 was TowerView LLC, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2019.