BRT Apartments
BRT
86 hedge funds and large institutions have $113M invested in BRT Apartments in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 20 closing their positions.
117% more call options, than puts
Call options by funds: $723K | Put options by funds: $333K
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
4% more capital invested
Capital invested by funds: $109M → $113M (+$3.99M)
0.31% more ownership
Funds ownership: 29.71% → 30.02% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 98 → 86 (-12)
60% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$6.33M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.86M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.26M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$1.17M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.02M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 3 |
Renaissance Technologies
New York
|
-$830K |
| 4 |
First Manhattan
New York
|
-$764K |
| 5 |
Goldman Sachs
New York
|
-$711K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Acadian Asset Management
Boston,
Massachusetts
| – | -$177K | -9,042 | Closed |
|
|
FIA
102
FNY Investment Advisers
New York
| – | -$136K | -6,965 | Closed |
|
|
QT
103
Quantbot Technologies
New York
| – | -$32.9K | -1,675 | Closed |
|
|
MCC
104
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9.82K | -500 | Closed |
|
|
AF
105
Allworth Financial
Folsom,
California
| – | -$452 | -23 | Closed |
|
|
LC
106
Lindbrook Capital
Calabasas,
California
| – | -$275 | -14 | Closed |
|
BRT Hedge Fund Activity: Q1 2023 in Review
86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2023, worth a combined $113M — up 3.7% from $109M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of BRT and 8 opened new positions — a net loss of 12 holders — while 25 trimmed existing stakes and 33 added.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $6.33M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.02M sold.
- 86 institutional investors held BRT Apartments (BRT) as of Q1 2023, down from 98 in Q4 2022.
- Funds reported $113M of BRT Apartments stock for Q1 2023, up 3.7% quarter-over-quarter.
- 8 funds opened new BRT Apartments positions in Q1 2023 and 20 closed out, a net change of -12 holders.
- The largest BRT Apartments buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $6.33M added.
- The largest BRT Apartments seller in Q1 2023 was Hillsdale Investment Management, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2023.