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BRT

BRT Apartments
BRT

26 hedge funds and large institutions have $25.4M invested in BRT Apartments in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

3% more capital invested

Capital invested by funds: $24.6M → $25.4M (+$815K)

0.35% more ownership

Funds ownership: 24.61% → 24.96% (+0.35%)

7% less funds holding

Funds holding: 28 → 26 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
–
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Manhattan
First Manhattan
New York
+$485K
2
GI
Greenwood Investments
Massachusetts
+$180K
3
BFA
BlackRock Fund Advisors
California
+$24.9K
4
RA
Royce & Associates
New York
+$24.3K
5
U
UBS
Switzerland
+$22.7K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$72.4K
2
Renaissance Technologies
Renaissance Technologies
New York
-$39.1K
3
Barclays
Barclays
United Kingdom
-$15.7K
4
Morgan Stanley
Morgan Stanley
New York
-$8.58K
5
BIT
BlackRock Institutional Trust
California
-$1.65K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$7.31M +$180K +24,900 +2%
AF
2
Aegis Financial
Virginia
$4.51M – – –
BIT
3
BlackRock Institutional Trust
California
$2.75M -$1.65K -228 -0.1%
RA
4
Royce & Associates
New York
$2.67M +$24.3K +3,350 +0.9%
First Manhattan
5
First Manhattan
New York
$1.66M +$485K +66,900 +40%
MFP
6
Michael F. Price
$1.2M – – –
TL
7
TowerView LLC
New York
$1.19M – – –
OC
8
Oppenheimer & Close
New York
$1.13M – – –
LJAC
9
L.J. Altfest & Co
New York
$615K – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$442K -$39.1K -5,400 -8%
Northern Trust
11
Northern Trust
Illinois
$380K +$8.48K +1,171 +2%
Morgan Stanley
12
Morgan Stanley
New York
$327K -$8.58K -1,184 -3%
Vanguard Group
13
Vanguard Group
Pennsylvania
$301K – – –
BFA
14
BlackRock Fund Advisors
California
$202K +$24.9K +3,432 +14%
U
15
UBS
Switzerland
$193K +$22.7K +3,132 +13%
LSC
16
Lesa Sroufe & Co
Washington
$143K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$119K +$7 +1 +0%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$102K – – –
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$96K – – –
CPA
20
Cowen Prime Advisors
New York
$70K – – –
BA
21
BlackRock Advisors
Delaware
$26K +$6.4K +883 +32%
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
$1K -$15.7K -2,167 -96%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$86 – – –
1
2

BRT Hedge Fund Activity: Q1 2014 in Review

26 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2014, worth a combined $25.4M — up 3.3% from $24.6M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BRT and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was First Manhattan, adding an estimated $485K. The largest seller was Wells Fargo, exiting entirely with an estimated $72.4K sold.

  • 26 institutional investors held BRT Apartments (BRT) as of Q1 2014, down from 28 in Q4 2013.
  • Funds reported $25.4M of BRT Apartments stock for Q1 2014, up 3.3% quarter-over-quarter.
  • 0 funds opened new BRT Apartments positions in Q1 2014 and 2 closed out, a net change of -2 holders.
  • The largest BRT Apartments buyer in Q1 2014 was First Manhattan, an estimated $485K added.
  • The largest BRT Apartments seller in Q1 2014 was Wells Fargo, an estimated $72.4K sold.

Based on aggregated 13F filings for Q1 2014.