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BRT

BRT Apartments
BRT

73 hedge funds and large institutions have $65M invested in BRT Apartments in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 71 → 73 (+2)

4% more capital invested

Capital invested by funds: $62.8M → $65M (+$2.21M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.44% less ownership

Funds ownership: 33.76% → 32.32% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$697K
2
BRWM
B. Riley Wealth Management
Tennessee
+$678K
3
RVPG
Relative Value Partners Group
+$597K
4
B
Bailard
California
+$353K
5
VFP
Verus Financial Partners
Virginia
+$233K

Top Sellers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
-$931K
2
PAM
Panagora Asset Management
Massachusetts
-$553K
3
BlackRock
BlackRock
New York
-$514K
4
Renaissance Technologies
Renaissance Technologies
New York
-$451K
5
Bessemer Group
Bessemer Group
New Jersey
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Bailard
California
$358K +$353K +30,353 New
Wells Fargo
27
Wells Fargo
California
$357K +$11.4K +983 +3%
Charles Schwab
28
Charles Schwab
California
$289K -$19.6K -1,682 -6%
Morgan Stanley
29
Morgan Stanley
New York
$286K -$319K -27,407 -53%
PPA
30
Parametric Portfolio Associates
Washington
$273K +$72.2K +6,208 +37%
Asset Management One
31
Asset Management One
Japan
$244K +$4.76K +409 +2%
APG
32
Abacus Planning Group
South Carolina
$236K – – –
LSC
33
Lesa Sroufe & Co
Washington
$236K – – –
VFP
34
Verus Financial Partners
Virginia
$236K +$233K +20,000 New
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$224K +$17.2K +1,476 +8%
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$210K +$207K +17,846 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$201K -$144K -12,415 -42%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$201K -$26.3K -2,263 -12%
Barclays
39
Barclays
United Kingdom
$201K -$7.71K -663 -4%
SO
40
STRS Ohio
Ohio
$188K +$7.86K +676 +4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$185K – – –
BRWM
42
B. Riley Wealth Management
Tennessee
$183K +$678K +58,291 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$176K – – –
PAM
44
Panagora Asset Management
Massachusetts
$174K -$553K -47,542 -76%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$173K +$171K +14,700 New
HSBC Holdings
46
HSBC Holdings
United Kingdom
$162K -$174 -15 -0.1%
ZCM
47
Zebra Capital Management
Connecticut
$155K +$153K +13,134 New
TRCT
48
Tower Research Capital (TRC)
New York
$151K +$115K +9,909 +344%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$141K -$64K -5,500 -31%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$139K +$73.8K +6,349 +116%
1
2
3 4

BRT Hedge Fund Activity: Q3 2020 in Review

73 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2020, worth a combined $65M — up 3.5% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRT positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $697K. The largest seller was Martingale Asset Management, cutting an estimated $931K.

  • 73 institutional investors held BRT Apartments (BRT) as of Q3 2020, up from 71 in Q2 2020.
  • Funds reported $65M of BRT Apartments stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 9 funds opened new BRT Apartments positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q3 2020 was Avantax Advisory Services, an estimated $697K added.
  • The largest BRT Apartments seller in Q3 2020 was Martingale Asset Management, an estimated $931K sold.

Based on aggregated 13F filings for Q3 2020.