We are live on ! Find out more
BRT

BRT Apartments
BRT

72 hedge funds and large institutions have $82M invested in BRT Apartments in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

26% more capital invested

Capital invested by funds: $65M → $82M (+$17M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.67% less ownership

Funds ownership: 32.32% → 31.65% (-0.67%)

1% less funds holding

Funds holding: 73 → 72 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$667K
2
AA
ALPS Advisors
Colorado
+$581K
3
RVPG
Relative Value Partners Group
+$349K
4
JP Morgan Chase
JP Morgan Chase
New York
+$276K
5
RJA
Raymond James & Associates
Florida
+$184K

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$575K
2
WG
Winton Group
United Kingdom
-$479K
3
MAM
Martingale Asset Management
Massachusetts
-$457K
4
Renaissance Technologies
Renaissance Technologies
New York
-$426K
5
Northern Trust
Northern Trust
Illinois
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$373K +$350 +26 +0.1%
PPA
27
Parametric Portfolio Associates
Washington
$331K -$18.7K -1,391 -6%
Asset Management One
28
Asset Management One
Japan
$308K +$593 +44 +0.2%
APG
29
Abacus Planning Group
South Carolina
$304K – – –
LSC
30
Lesa Sroufe & Co
Washington
$304K – – –
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$300K +$9.34K +693 +4%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$298K +$34.1K +2,535 +15%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$249K +$22.9K +1,700 +12%
BRWM
34
B. Riley Wealth Management
Tennessee
$248K +$9.97K +740 +1%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$242K +$13.3K +987 +7%
SO
36
STRS Ohio
Ohio
$241K -$1.99K -148 -0.9%
Barclays
37
Barclays
United Kingdom
$237K -$20.2K -1,498 -9%
WG
38
Winton Group
United Kingdom
$231K -$479K -35,553 -70%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$209K +$3.6K +267 +2%
RJA
40
Raymond James & Associates
Florida
$207K +$184K +13,627 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$206K -$29.3K -2,172 -14%
Bank of America
42
Bank of America
North Carolina
$201K +$32.6K +2,418 +22%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$195K +$30.3K +2,251 +21%
ZCM
44
Zebra Capital Management
Connecticut
$191K -$7.66K -569 -4%
SCM
45
Schnieders Capital Management
California
$174K +$154K +11,450 New
CAM
46
Concorde Asset Management
Michigan
$170K +$150K +11,158 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$152K -$21.6K -1,600 -14%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$138K – – –
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
$123K -$50.5K -3,750 -32%
Deutsche Bank
50
Deutsche Bank
Germany
$114K +$33K +2,451 +49%
1
2
3 4

BRT Hedge Fund Activity: Q4 2020 in Review

72 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2020, worth a combined $82M — up 26% from $65M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BRT and 7 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $667K. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $575K sold.

  • 72 institutional investors held BRT Apartments (BRT) as of Q4 2020, down from 73 in Q3 2020.
  • Funds reported $82M of BRT Apartments stock for Q4 2020, up 26% quarter-over-quarter.
  • 7 funds opened new BRT Apartments positions in Q4 2020 and 8 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q4 2020 was BlackRock, an estimated $667K added.
  • The largest BRT Apartments seller in Q4 2020 was Arrowstreet Capital, an estimated $575K sold.

Based on aggregated 13F filings for Q4 2020.