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BRT

BRT Apartments
BRT

25 hedge funds and large institutions have $23.7M invested in BRT Apartments in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $23.2M → $23.7M (+$425K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 23.44% → 23.32% (-0.12%)

4% less funds holding

Funds holding: 26 → 25 (-1)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
5
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Greenwood Investments
Massachusetts
+$112K
2
RA
Royce & Associates
New York
+$108K
3
BFA
BlackRock Fund Advisors
California
+$13.4K
4
U
UBS
Switzerland
+$12K
5
TL
TowerView LLC
New York
+$2.04K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$197K
2
BlackRock
BlackRock
New York
-$147K
3
BIT
BlackRock Institutional Trust
California
-$10.5K
4
AF
Aegis Financial
Virginia
-$5.96K
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$7.17M +$112K +15,675 +2%
AF
2
Aegis Financial
Virginia
$4.53M -$5.96K -831 -0.1%
BIT
3
BlackRock Institutional Trust
California
$2.76M -$10.5K -1,470 -0.4%
RA
4
Royce & Associates
New York
$2.52M +$108K +15,000 +4%
MFP
5
Michael F. Price
$1.21M – – –
TL
6
TowerView LLC
New York
$1.2M +$2.04K +284 +0.2%
OC
7
Oppenheimer & Close
New York
$1.13M – – –
First Manhattan
8
First Manhattan
New York
$608K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$572K -$2.87K -400 -0.5%
Northern Trust
10
Northern Trust
Illinois
$374K -$1.31K -183 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$338K -$22 -3 -0%
Vanguard Group
12
Vanguard Group
Pennsylvania
$302K -$197K -27,420 -39%
U
13
UBS
Switzerland
$183K +$12K +1,667 +7%
BFA
14
BlackRock Fund Advisors
California
$171K +$13.4K +1,872 +8%
LSC
15
Lesa Sroufe & Co
Washington
$143K – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$119K – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$103K – – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$97K – – –
Wells Fargo
19
Wells Fargo
California
$72K – – –
CPA
20
Cowen Prime Advisors
New York
$24K – – –
BA
21
BlackRock Advisors
Delaware
$16K – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$10K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8K – – –
Barclays
24
Barclays
United Kingdom
$7K -$1.19K -166 -14%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 -$1.79K -250 -30%
1
2

BRT Hedge Fund Activity: Q3 2013 in Review

25 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2013, worth a combined $23.7M — up 1.8% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of BRT and 0 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Greenwood Investments, adding an estimated $112K. The largest seller was Vanguard Group, cutting an estimated $197K.

  • 25 institutional investors held BRT Apartments (BRT) as of Q3 2013, down from 26 in Q2 2013.
  • Funds reported $23.7M of BRT Apartments stock for Q3 2013, up 1.8% quarter-over-quarter.
  • 0 funds opened new BRT Apartments positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q3 2013 was Greenwood Investments, an estimated $112K added.
  • The largest BRT Apartments seller in Q3 2013 was Vanguard Group, an estimated $197K sold.

Based on aggregated 13F filings for Q3 2013.