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BRT

BRT Apartments
BRT

82 hedge funds and large institutions have $91.8M invested in BRT Apartments in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

26% more capital invested

Capital invested by funds: $72.9M → $91.8M (+$18.9M)

6% more funds holding

Funds holding: 77 → 82 (+5)

1.92% more ownership

Funds ownership: 31.71% → 33.63% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
42
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.45M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.11M
3
EI
EAM Investors
California
+$891K
4
MAM
Martingale Asset Management
Massachusetts
+$683K
5
Millennium Management
Millennium Management
New York
+$583K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$948K
2
TL
TowerView LLC
New York
-$775K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$447K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$257K
5
B
Bailard
California
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$533K +$141K +8,398 +37%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$530K +$286K +17,000 +119%
CG
28
Colony Group
Massachusetts
$506K – – –
WG
29
Winton Group
United Kingdom
$472K -$135K -8,036 -22%
RVPG
30
Relative Value Partners Group
$470K +$460K +27,358 New
SCM
31
Schnieders Capital Management
California
$461K -$28.6K -1,700 -6%
First Trust Advisors
32
First Trust Advisors
Illinois
$413K +$2.91K +173 +0.7%
Charles Schwab
33
Charles Schwab
California
$409K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$402K +$307K +18,221 +333%
APG
35
Abacus Planning Group
South Carolina
$339K – – –
LSC
36
Lesa Sroufe & Co
Washington
$339K – – –
Asset Management One
37
Asset Management One
Japan
$335K -$84 -5 -0%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$329K +$18.5K +1,100 +6%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$303K +$83.5K +4,962 +38%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$298K +$77K +4,580 +35%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$291K +$3.04K +181 +1%
Barclays
42
Barclays
United Kingdom
$282K +$197K +11,710 +236%
PPA
43
Parametric Portfolio Associates
Washington
$271K +$57.9K +3,441 +28%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$267K +$36.5K +2,172 +16%
Squarepoint
45
Squarepoint
New York
$264K +$77K +4,577 +42%
SPC
46
Sigma Planning Corp
Michigan
$259K +$257K +15,287 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$251K -$5.48K -326 -2%
BRWM
48
B. Riley Wealth Management
Tennessee
$236K – – –
UBS Group
49
UBS Group
Switzerland
$236K +$74K +4,398 +46%
SO
50
STRS Ohio
Ohio
$234K +$2.62K +156 +1%
1
2
3 4

BRT Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2019, worth a combined $91.8M — up 26% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BRT positions and 5 closed out — a net gain of 5 holders — while 42 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.45M. The largest seller was Michael F. Price, exiting entirely with an estimated $948K sold.

  • 82 institutional investors held BRT Apartments (BRT) as of Q4 2019, up from 77 in Q3 2019.
  • Funds reported $91.8M of BRT Apartments stock for Q4 2019, up 26% quarter-over-quarter.
  • 10 funds opened new BRT Apartments positions in Q4 2019 and 5 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q4 2019 was Vanguard Group, an estimated $1.45M added.
  • The largest BRT Apartments seller in Q4 2019 was Michael F. Price, an estimated $948K sold.

Based on aggregated 13F filings for Q4 2019.