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BRT

BRT Apartments
BRT

28 hedge funds and large institutions have $28.1M invested in BRT Apartments in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

6% more capital invested

Capital invested by funds: $26.4M → $28.1M (+$1.62M)

1.11% more ownership

Funds ownership: 25.06% → 26.17% (+1.1%)

0% more funds holding

Funds holding: 28 → 28 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
28
Holders Change
–
Holders Change %
0%
% 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
2
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.05M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$74.9K
3
CPA
Cowen Prime Advisors
New York
+$72.6K
4
Renaissance Technologies
Renaissance Technologies
New York
+$16.7K
5
BIT
BlackRock Institutional Trust
California
+$8.46K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.2K
2
RA
Royce & Associates
New York
-$15.3K
3
BFA
BlackRock Fund Advisors
California
-$14.4K
4
U
UBS
Switzerland
-$13.3K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$7.69M – – –
AF
2
Aegis Financial
Virginia
$4.74M – – –
BIT
3
BlackRock Institutional Trust
California
$2.9M +$8.46K +1,162 +0.3%
RA
4
Royce & Associates
New York
$2.81M -$15.3K -2,100 -0.6%
First Manhattan
5
First Manhattan
New York
$1.82M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.4M +$1.05M +144,796 +343%
MFP
7
Michael F. Price
$1.26M – – –
TL
8
TowerView LLC
New York
$1.25M – – –
OC
9
Oppenheimer & Close
New York
$1.19M – – –
LJAC
10
L.J. Altfest & Co
New York
$649K – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$459K +$16.7K +2,300 +4%
Northern Trust
12
Northern Trust
Illinois
$400K +$400 +55 +0.1%
Morgan Stanley
13
Morgan Stanley
New York
$305K -$18.2K -2,500 -6%
U
14
UBS
Switzerland
$253K -$13.3K -1,820 -5%
BFA
15
BlackRock Fund Advisors
California
$204K -$14.4K -1,972 -7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$184K +$74.9K +10,288 +72%
LSC
17
Lesa Sroufe & Co
Washington
$150K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$125K – – –
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$102K – – –
CPA
20
Cowen Prime Advisors
New York
$75K +$72.6K +9,966 New
BA
21
BlackRock Advisors
Delaware
$27K – – –
Deutsche Bank
22
Deutsche Bank
Germany
$27K – – –
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11K – – –
BIM
24
BlackRock Investment Management
Delaware
$9K +$2.48K +341 +40%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$8K – – –
1
2

BRT Hedge Fund Activity: Q3 2014 in Review

28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2014, worth a combined $28.1M — up 6.1% from $26.4M a quarter earlier.

Fund positioning in BRT was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.05M. The largest seller was Morgan Stanley, cutting an estimated $18.2K.

  • 28 institutional investors held BRT Apartments (BRT) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $28.1M of BRT Apartments stock for Q3 2014, up 6.1% quarter-over-quarter.
  • 2 funds opened new BRT Apartments positions in Q3 2014 and 2 closed out, a net change of 0 holders.
  • The largest BRT Apartments buyer in Q3 2014 was Vanguard Group, an estimated $1.05M added.
  • The largest BRT Apartments seller in Q3 2014 was Morgan Stanley, an estimated $18.2K sold.

Based on aggregated 13F filings for Q3 2014.