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BRT

BRT Apartments
BRT

86 hedge funds and large institutions have $88.3M invested in BRT Apartments in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $816K | Put options by funds: $132K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 29.37% → 28.25% (-1.1%)

1% less funds holding

Funds holding: 87 → 86 (-1)

13% less capital invested

Capital invested by funds: $101M → $88.3M (-$12.9M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
25
Reduced
31
Closed
7
Calls
$816K
Puts
$132K
Net Calls
+$684K
Net Calls Change
+$303K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$579K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$326K
3
State Street
State Street
Massachusetts
+$206K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$193K
5
OC
Oppenheimer & Close
New York
+$190K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
NCM
Next Capital Management
New York
-$936K
3
Man Group
Man Group
United Kingdom
-$646K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$617K
5
RVPG
Relative Value Partners Group
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$558K -$646K -38,494 -54%
Citadel Advisors
27
Citadel Advisors
Florida
$557K -$140K -8,364 -20%
Charles Schwab
28
Charles Schwab
California
$520K -$30.8K -1,834 -6%
CS
29
Capital Square
Tennessee
$463K -$1.78K -106 -0.4%
SCM
30
Schnieders Capital Management
California
$461K -$62.1K -3,700 -12%
WA
31
Wealth Alliance
New York
$445K +$107K +6,344 +32%
JP Morgan Chase
32
JP Morgan Chase
New York
$413K +$141K +8,416 +52%
Millennium Management
33
Millennium Management
New York
$362K +$1.58K +94 +0.4%
AAS
34
Avantax Advisory Services
Texas
$354K -$160K -9,536 -31%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$348K +$1.29K +77 +0.4%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$344K +$29K +1,726 +9%
GCP
37
GSA Capital Partners
United Kingdom
$330K -$9.42K -561 -3%
APG
38
Abacus Planning Group
South Carolina
$294K – – –
LSC
39
Lesa Sroufe & Co
Washington
$294K – – –
AA
40
ALPS Advisors
Colorado
$273K +$40.9K +2,435 +18%
Bank of America
41
Bank of America
North Carolina
$257K -$130K -7,718 -34%
CCFM
42
Clear Creek Financial Management
Washington
$241K +$3.01K +179 +1%
Asset Management One
43
Asset Management One
Japan
$239K – – –
UBS Group
44
UBS Group
Switzerland
$226K -$45K -2,680 -17%
Nomura Asset Management
45
Nomura Asset Management
Japan
$212K -$1.68K -100 -0.8%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$205K – – –
DA
47
Denali Advisors
California
$181K – – –
AllianceBernstein
48
AllianceBernstein
Tennessee
$175K -$3.69K -220 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$157K -$52.8K -3,141 -25%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$142K – – –
1
2
3 4

BRT Hedge Fund Activity: Q1 2024 in Review

86 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2024, worth a combined $88.3M — down 13% from $101M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BRT and 6 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 25 added.

The largest buyer was Invesco, opening a new position worth an estimated $579K. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 86 institutional investors held BRT Apartments (BRT) as of Q1 2024, down from 87 in Q4 2023.
  • Funds reported $88.3M of BRT Apartments stock for Q1 2024, down 13% quarter-over-quarter.
  • 6 funds opened new BRT Apartments positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q1 2024 was Invesco, an estimated $579K added.
  • The largest BRT Apartments seller in Q1 2024 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2024.