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BRT

BRT Apartments
BRT

25 hedge funds and large institutions have $25.1M invested in BRT Apartments in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $23.6M → $25.1M (+$1.53M)

1.32% more ownership

Funds ownership: 23.63% → 24.95% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 26 → 25 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.29M
2
GI
Greenwood Investments
Massachusetts
+$253K
3
AF
Aegis Financial
Virginia
+$139K
4
TL
TowerView LLC
New York
+$117K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1K

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$605K
2
Morgan Stanley
Morgan Stanley
New York
-$151K
3
First Manhattan
First Manhattan
New York
-$26.4K
4
Deutsche Bank
Deutsche Bank
Germany
-$25.6K
5
BFA
BlackRock Fund Advisors
California
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Greenwood Investments
Massachusetts
$8.28M +$253K +36,000 +3%
BIT
2
BlackRock Institutional Trust
California
$2.75M +$3.44K +489 +0.1%
RA
3
Royce & Associates
New York
$2.66M -$9.85K -1,400 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54M +$14.1K +2,000 +0.6%
First Manhattan
5
First Manhattan
New York
$1.71M -$26.4K -3,750 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.49M +$1.29M +183,596 +745%
TL
7
TowerView LLC
New York
$1.35M +$117K +16,580 +10%
MFP
8
Michael F. Price
$1.2M – – –
OC
9
Oppenheimer & Close
New York
$1.13M – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$484K +$4.92K +700 +1%
Northern Trust
11
Northern Trust
Illinois
$386K +$6.53K +928 +2%
UBS Group
12
UBS Group
Switzerland
$243K -$11.6K -1,651 -5%
BFA
13
BlackRock Fund Advisors
California
$196K -$13.1K -1,856 -6%
LSC
14
Lesa Sroufe & Co
Washington
$143K – – –
AF
15
Aegis Financial
Virginia
$141K +$139K +19,745 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$119K – – –
CPA
17
Cowen Prime Advisors
New York
$114K – – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$95K – – –
BA
19
BlackRock Advisors
Delaware
$26K – – –
Morgan Stanley
20
Morgan Stanley
New York
$19K -$151K -21,432 -89%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$10K – – –
BIM
22
BlackRock Investment Management
Delaware
$9K – – –
Wells Fargo
23
Wells Fargo
California
$7K +$7 +1 +0.1%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 – – –
LJAC
25
L.J. Altfest & Co
New York
– -$605K -86,681 Closed
1
2

BRT Hedge Fund Activity: Q1 2015 in Review

25 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2015, worth a combined $25.1M — up 6.5% from $23.6M 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 8 added.

The largest buyer was Geode Capital Management, adding an estimated $1.29M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $605K sold.

  • 25 institutional investors held BRT Apartments (BRT) as of Q1 2015, down from 26 in Q4 2014.
  • Funds reported $25.1M of BRT Apartments stock for Q1 2015, up 6.5% quarter-over-quarter.
  • 1 fund opened new BRT Apartments positions in Q1 2015 and 2 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q1 2015 was Geode Capital Management, an estimated $1.29M added.
  • The largest BRT Apartments seller in Q1 2015 was L.J. Altfest & Co, an estimated $605K sold.

Based on aggregated 13F filings for Q1 2015.