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BRT

BRT Apartments

75 hedge funds and large institutions have $68.7M invested in BRT Apartments in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $55M → $68.7M (+$13.8M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 7075 (+5)

0.61% more ownership

Funds ownership: 30.79%31.41% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
23
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$98K +$14.7K +1,119 +19%
AIG
52
American International Group
New York
$86K +$3.62K +275 +5%
JP Morgan Chase
53
JP Morgan Chase
New York
$58K +$24.1K +1,831 +79%
Barclays
54
Barclays
United Kingdom
$51K +$45K +3,425 +1,307%
Bank of America
55
Bank of America
North Carolina
$50K -$36.6K -2,780 -43%
RA
56
RMR Advisors
Massachusetts
$47K -$191K -14,533 -81%
SOADOR
57
State of Alaska Department of Revenue
Alaska
$44K +$3.72K +283 +10%
FCMT
58
Founders Capital Management (Texas)
Texas
$35K
Citigroup
59
Citigroup
New York
$34K +$4.42K +336 +16%
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$31K
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$29.7K +$23.7K +1,800 +534%
Daiwa Securities Group
62
Daiwa Securities Group
Japan
$18K
Legal & General Group
63
Legal & General Group
United Kingdom
$17K
Marshall Wace
64
Marshall Wace
United Kingdom
$14K +$13K +988 New
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$10K +$9.79K +745 New
AIP
66
Ameritas Investment Partners
Nebraska
$9K
TRCT
67
Tower Research Capital (TRC)
New York
$8K -$3.8K -289 -35%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$6.73K +$39 +3 +0.6%
HNB
69
Huntington National Bank
Ohio
$6K
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$4K +$3.94K +300 New
AAMU
71
Amundi Asset Management US
Massachusetts
$3K
NFG
72
Next Financial Group
Texas
$2K +$1.97K +150 New
NFH
73
NEXT Financial Holdings
Texas
$2K +$1.97K +150 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1K -$1.16K -88 -65%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1K +$1.31K +100 New

BRT Hedge Fund Activity: Q1 2019 in Review

75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2019, worth a combined $68.7M — up 25% from $55M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $1.14M. The largest seller was Stifel Financial, cutting an estimated $305K.

  • 75 institutional investors held BRT Apartments (BRT) as of Q1 2019, up from 70 in Q4 2018.
  • Funds reported $68.7M of BRT Apartments stock for Q1 2019, up 25% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q1 2019 and 6 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q1 2019 was L.J. Altfest & Co, an estimated $1.14M added.
  • The largest BRT Apartments seller in Q1 2019 was Stifel Financial, an estimated $305K sold.

Based on aggregated 13F filings for Q1 2019.