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BRT

BRT Apartments
BRT

87 hedge funds and large institutions have $101M invested in BRT Apartments in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more call options, than puts

Call options by funds: $433K | Put options by funds: $52K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $92.5M → $101M (+$8.66M)

1.29% more ownership

Funds ownership: 28.08% → 29.37% (+1.3%)

1% more funds holding

Funds holding: 86 → 87 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
28
Reduced
27
Closed
7
Calls
$433K
Puts
$52K
Net Calls
+$381K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
Man Group
Man Group
United Kingdom
+$1.27M
3
BlackRock
BlackRock
New York
+$923K
4
Citadel Advisors
Citadel Advisors
Florida
+$522K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$480K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$858K
2
Charles Schwab
Charles Schwab
California
-$674K
3
AQR Capital Management
AQR Capital Management
Connecticut
-$666K
4
RVPG
Relative Value Partners Group
-$481K
5
AC
Anson Capital
Georgia
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$17.9K -$9.04K -511 -35%
GC
77
Globeflex Capital
California
$17.4K – – –
GWS
78
Glassman Wealth Services
Virginia
$15.8K – – –
PK
79
Pflug Koory
Nebraska
$6.32K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$6K +$849 +48 +17%
Group One Trading
81
Group One Trading
Illinois
$3.72K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$3.29K +$725 +41 +30%
Canada Life
83
Canada Life
Manitoba, Canada
$2K -$177 -10 -8%
US Bancorp
84
US Bancorp
Minnesota
$1.95K – – –
PWMG
85
Private Wealth Management Group
New Jersey
$1.1K +$1.04K +59 New
PS
86
Principal Securities
Iowa
$781 +$743 +42 New
GI
87
GAMMA Investing
California
$302 +$318 +18 New
AC
88
Anson Capital
Georgia
– -$319K -18,448 Closed
KOC
89
Koss-Olinger Consulting
Florida
– -$252K -14,591 Closed
B
90
Bailard
California
– -$251K -14,540 Closed
DWA
91
Dorsey Wright & Associates
California
– -$20.8K -1,204 Closed
SS
92
Sunbelt Securities
Texas
– -$3.45K -200 Closed
PCM
93
Penserra Capital Management
California
– -$3K -192 Closed
QCG
94
Quadrant Capital Group
Ohio
– -$657 -38 Closed
1 2 3
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BRT Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2023, worth a combined $101M — up 9.4% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRT positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Millennium Management, cutting an estimated $858K.

  • 87 institutional investors held BRT Apartments (BRT) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $101M of BRT Apartments stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 9 funds opened new BRT Apartments positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q4 2023 was Morgan Stanley, an estimated $1.49M added.
  • The largest BRT Apartments seller in Q4 2023 was Millennium Management, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2023.