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BRT

BRT Apartments
BRT

77 hedge funds and large institutions have $125M invested in BRT Apartments in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $102M → $125M (+$23.2M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.47% less ownership

Funds ownership: 29.04% → 28.57% (-0.47%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
25
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$1.42M
2
AAS
Avantax Advisory Services
Texas
+$445K
3
Charles Schwab
Charles Schwab
California
+$252K
4
LCM
LDR Capital Management
New York
+$247K
5
Citadel Advisors
Citadel Advisors
Florida
+$200K

Top Sellers

Rank Fund Capital Flow
1
OC
Oppenheimer & Close
New York
-$824K
2
Renaissance Technologies
Renaissance Technologies
New York
-$774K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$713K
4
AA
ALPS Advisors
Colorado
-$704K
5
Wells Fargo
Wells Fargo
California
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$170K +$18.3K +913 +15%
Deutsche Bank
52
Deutsche Bank
Germany
$166K +$7.4K +370 +6%
AIG
53
American International Group
New York
$145K -$3.64K -182 -3%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$143K -$10.5K -527 -8%
SOADOR
55
State of Alaska Department of Revenue
Alaska
$138K -$1.5K -75 -1%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$113K +$35.4K +1,772 +61%
Marshall Wace
57
Marshall Wace
United Kingdom
$109K +$91.1K +4,553 New
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$85K – – –
Daiwa Securities Group
59
Daiwa Securities Group
Japan
$79K +$6.06K +303 +10%
SC
60
SouthState Corp
Florida
$72K – – –
Citigroup
61
Citigroup
New York
$70K +$32K +1,601 +120%
Osaic Holdings
62
Osaic Holdings
Arizona
$66K +$9K +450 +20%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$65K -$27.7K -1,384 -33%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$53K – – –
OCM
65
Orion Capital Management
California
$48K – – –
FCMT
66
Founders Capital Management (Texas)
Texas
$36K – – –
Simplex Trading
67
Simplex Trading
Illinois
$36K +$30.3K +1,516 New
Lazard Asset Management
68
Lazard Asset Management
New York
$33K – – –
Legal & General Group
69
Legal & General Group
United Kingdom
$21K – – –
GWS
70
Glassman Wealth Services
Virginia
$20K – – –
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$18.2K -$100 -5 -0.7%
AIP
72
Ameritas Investment Partners
Nebraska
$16K – – –
PK
73
Pflug Koory
Nebraska
$8K – – –
SMG
74
Spectrum Management Group
Indiana
$5K -$3K -150 -43%
US Bancorp
75
US Bancorp
Minnesota
$3K – – –
1 2
3
4

BRT Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2021, worth a combined $125M — up 23% from $102M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BRT positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.42M. The largest seller was Oppenheimer & Close, cutting an estimated $824K.

  • 77 institutional investors held BRT Apartments (BRT) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $125M of BRT Apartments stock for Q4 2021, up 23% quarter-over-quarter.
  • 6 funds opened new BRT Apartments positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q4 2021 was EAM Investors, an estimated $1.42M added.
  • The largest BRT Apartments seller in Q4 2021 was Oppenheimer & Close, an estimated $824K sold.

Based on aggregated 13F filings for Q4 2021.