BRT Apartments
BRT
73 hedge funds and large institutions have $65M invested in BRT Apartments in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 71 → 73 (+2)
4% more capital invested
Capital invested by funds: $62.8M → $65M (+$2.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.44% less ownership
Funds ownership: 33.76% → 32.32% (-1.4%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$697K |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$678K |
| 3 |
RVPG
Relative Value Partners Group
|
+$597K |
| 4 |
B
Bailard
Foster City,
California
|
+$353K |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$931K |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$553K |
| 3 |
BlackRock
New York
|
-$514K |
| 4 |
Renaissance Technologies
New York
|
-$451K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
First Trust Advisors
Wheaton,
Illinois
| – | -$243K | -22,467 | Closed |
|
|
SCM
77
Schnieders Capital Management
Pasadena,
California
| – | -$185K | -17,100 | Closed |
|
|
HW
78
Hancock Whitney
Gulfport,
Mississippi
| – | -$123K | -11,395 | Closed |
|
79
Acadian Asset Management
Boston,
Massachusetts
| – | -$60K | -5,517 | Closed |
|
80
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$233 | +20 | +105% |
|
BRT Hedge Fund Activity: Q3 2020 in Review
73 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2020, worth a combined $65M — up 3.5% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BRT positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $697K. The largest seller was Martingale Asset Management, cutting an estimated $931K.
- 73 institutional investors held BRT Apartments (BRT) as of Q3 2020, up from 71 in Q2 2020.
- Funds reported $65M of BRT Apartments stock for Q3 2020, up 3.5% quarter-over-quarter.
- 9 funds opened new BRT Apartments positions in Q3 2020 and 7 closed out, a net change of +2 holders.
- The largest BRT Apartments buyer in Q3 2020 was Avantax Advisory Services, an estimated $697K added.
- The largest BRT Apartments seller in Q3 2020 was Martingale Asset Management, an estimated $931K sold.
Based on aggregated 13F filings for Q3 2020.