We are live on ! Find out more
BRT

BRT Apartments
BRT

26 hedge funds and large institutions have $23.6M invested in BRT Apartments in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.55% less ownership

Funds ownership: 26.17% → 23.63% (-2.5%)

7% less funds holding

Funds holding: 28 → 26 (-2)

16% less capital invested

Capital invested by funds: $28.1M → $23.6M (-$4.49M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.2M
2
GI
Greenwood Investments
Massachusetts
+$709K
3
CPA
Cowen Prime Advisors
New York
+$43.5K
4
Renaissance Technologies
Renaissance Technologies
New York
+$41.7K
5
TL
TowerView LLC
New York
+$37K

Top Sellers

1
AF
Aegis Financial
Virginia
-$4.74M
2
Morgan Stanley
Morgan Stanley
New York
-$119K
3
BIT
BlackRock Institutional Trust
California
-$10.1K
4
RA
Royce & Associates
New York
-$6.46K
5
First Manhattan
First Manhattan
New York
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$7.85M +$709K +98,675 +10%
BIT
2
BlackRock Institutional Trust
California
$2.69M -$10.1K -1,411 -0.4%
RA
3
Royce & Associates
New York
$2.61M -$6.46K -900 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.47M +$1.2M +167,113 +89%
First Manhattan
5
First Manhattan
New York
$1.69M -$2.87K -400 -0.2%
TL
6
TowerView LLC
New York
$1.2M +$37K +5,159 +3%
MFP
7
Michael F. Price
$1.18M – – –
OC
8
Oppenheimer & Close
New York
$1.1M – – –
LJAC
9
L.J. Altfest & Co
New York
$605K – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$468K +$41.7K +5,800 +9%
Northern Trust
11
Northern Trust
Illinois
$371K -$1.04K -145 -0.3%
UBS Group
12
UBS Group
Switzerland
$249K +$256K +35,698 New
BFA
13
BlackRock Fund Advisors
California
$205K +$15K +2,088 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$172K – – –
Morgan Stanley
15
Morgan Stanley
New York
$169K -$119K -16,600 -41%
LSC
16
Lesa Sroufe & Co
Washington
$140K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$116K – – –
CPA
18
Cowen Prime Advisors
New York
$112K +$43.5K +6,059 +61%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$95K – – –
BA
20
BlackRock Advisors
Delaware
$25K – – –
Deutsche Bank
21
Deutsche Bank
Germany
$25K – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$10K – – –
BIM
23
BlackRock Investment Management
Delaware
$8K – – –
Wells Fargo
24
Wells Fargo
California
$7K -$7 -1 -0.1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$7K – – –
1
2

BRT Hedge Fund Activity: Q4 2014 in Review

26 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2014, worth a combined $23.6M — down 16% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BRT and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $1.2M. The largest seller was Aegis Financial, exiting entirely with an estimated $4.74M sold.

  • 26 institutional investors held BRT Apartments (BRT) as of Q4 2014, down from 28 in Q3 2014.
  • Funds reported $23.6M of BRT Apartments stock for Q4 2014, down 16% quarter-over-quarter.
  • 1 fund opened new BRT Apartments positions in Q4 2014 and 2 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q4 2014 was Vanguard Group, an estimated $1.2M added.
  • The largest BRT Apartments seller in Q4 2014 was Aegis Financial, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2014.