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BRT

BRT Apartments
BRT

71 hedge funds and large institutions have $62.8M invested in BRT Apartments in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $60.7M → $62.8M (+$2.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.05% less ownership

Funds ownership: 36.8% → 33.76% (-3%)

10% less funds holding

Funds holding: 79 → 71 (-8)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
24
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Close
New York
+$793K
2
State Street
State Street
Massachusetts
+$532K
3
MFP
Michael F. Price
+$451K
4
AAS
Avantax Advisory Services
Texas
+$436K
5
BlackRock
BlackRock
New York
+$314K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$592K
2
N
Nuveen
North Carolina
-$434K
3
RVPG
Relative Value Partners Group
-$431K
4
EI
EAM Investors
California
-$417K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$411K -$86.7K -8,500 -18%
SAM
27
Shell Asset Management
Netherlands
$405K -$4.62K -453 -1%
Goldman Sachs
28
Goldman Sachs
New York
$346K -$187K -18,294 -36%
CG
29
Colony Group
Massachusetts
$323K – – –
Russell Investments Group
30
Russell Investments Group
United Kingdom
$319K – – –
Wells Fargo
31
Wells Fargo
California
$317K +$2.74K +269 +0.9%
Charles Schwab
32
Charles Schwab
California
$284K +$21.1K +2,065 +9%
DCM
33
Dupont Capital Management
Delaware
$279K -$23.5K -2,303 -8%
First Trust Advisors
34
First Trust Advisors
Illinois
$243K +$23.7K +2,321 +12%
Asset Management One
35
Asset Management One
Japan
$220K +$27.2K +2,662 +15%
APG
36
Abacus Planning Group
South Carolina
$216K – – –
LSC
37
Lesa Sroufe & Co
Washington
$216K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$209K -$24.7K -2,425 -11%
Barclays
39
Barclays
United Kingdom
$192K +$23.4K +2,298 +15%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$190K – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$189K -$54.1K -5,300 -23%
SCM
42
Schnieders Capital Management
California
$185K +$4.59K +450 +3%
PPA
43
Parametric Portfolio Associates
Washington
$184K +$59.1K +5,798 +52%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$170K – – –
SO
45
STRS Ohio
Ohio
$166K +$969 +95 +0.6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$162K – – –
HSBC Holdings
47
HSBC Holdings
United Kingdom
$147K +$153 +15 +0.1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$145K +$137K +13,400 New
Bank of America
49
Bank of America
North Carolina
$133K +$52.3K +5,127 +71%
HW
50
Hancock Whitney
Mississippi
$123K +$2.54K +249 +2%
1
2
3 4

BRT Hedge Fund Activity: Q2 2020 in Review

71 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2020, worth a combined $62.8M — up 3.6% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BRT and 7 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 24 added.

The largest buyer was Oppenheimer & Close, adding an estimated $793K. The largest seller was Vanguard Group, cutting an estimated $592K.

  • 71 institutional investors held BRT Apartments (BRT) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $62.8M of BRT Apartments stock for Q2 2020, up 3.6% quarter-over-quarter.
  • 7 funds opened new BRT Apartments positions in Q2 2020 and 14 closed out, a net change of -7 holders.
  • The largest BRT Apartments buyer in Q2 2020 was Oppenheimer & Close, an estimated $793K added.
  • The largest BRT Apartments seller in Q2 2020 was Vanguard Group, an estimated $592K sold.

Based on aggregated 13F filings for Q2 2020.