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BRT

BRT Apartments

98 hedge funds and large institutions have $109M invested in BRT Apartments in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,374% more call options, than puts

Call options by funds: $3.79M | Put options by funds: $257K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

9% more funds holding

Funds holding: 9098 (+8)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 29.74%29.71% (-0.03%)

4% less capital invested

Capital invested by funds: $114M → $109M (-$5.08M)

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
29
Closed
9
Calls
$3.79M
Puts
$257K
Net Calls
+$3.53M
Net Calls Change
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$674K -$1.57M -76,505 -69%
SCM
27
Schnieders Capital Management
California
$664K -$9.23K -450 -1%
N
28
Nuveen
North Carolina
$622K -$616K -30,028 -49%
GC
29
Globeflex Capital
California
$455K
B
30
Bailard
California
$440K +$460K +22,427 New
AA
31
ALPS Advisors
Colorado
$440K +$460K +22,410 New
Asset Management One
32
Asset Management One
Japan
$407K +$21.2K +1,031 +5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$402K +$5.25K +256 +1%
Invesco
34
Invesco
Georgia
$391K +$48.3K +2,354 +13%
GCP
35
GSA Capital Partners
United Kingdom
$350K +$366K +17,827 New
VOYA Investment Management
36
VOYA Investment Management
Georgia
$350K +$365K +17,805 New
Citadel Advisors
37
Citadel Advisors
Florida
$347K -$157K -7,642 -30%
LSC
38
Lesa Sroufe & Co
Washington
$344K
APG
39
Abacus Planning Group
South Carolina
$344K
WA
40
Wealth Alliance
New York
$305K +$1.68K +82 +0.5%
Man Group
41
Man Group
United Kingdom
$279K +$292K +14,230 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$269K +$18.5K +903 +7%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$263K -$154K -7,500 -36%
Bank of America
44
Bank of America
North Carolina
$258K +$200K +9,725 +284%
VWA
45
Visionary Wealth Advisors
Illinois
$257K +$13.9K +675 +5%
JP Morgan Chase
46
JP Morgan Chase
New York
$253K +$119K +5,795 +82%
BCM
47
BTC Capital Management
Iowa
$253K +$3.39K +165 +1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$249K +$1.42K +69 +0.5%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$243K
Marshall Wace
50
Marshall Wace
United Kingdom
$237K -$60K -2,924 -20%

BRT Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2022, worth a combined $109M — down 4.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BRT positions and 9 closed out — a net gain of 8 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.41M. The largest seller was Hillsdale Investment Management, cutting an estimated $2.39M.

  • 98 institutional investors held BRT Apartments (BRT) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $109M of BRT Apartments stock for Q4 2022, down 4.5% quarter-over-quarter.
  • 17 funds opened new BRT Apartments positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest BRT Apartments buyer in Q4 2022 was Boston Partners, an estimated $2.41M added.
  • The largest BRT Apartments seller in Q4 2022 was Hillsdale Investment Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2022.