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BRT

BRT Apartments
BRT

24 hedge funds and large institutions have $33.1M invested in BRT Apartments in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $23.4M → $33.1M (+$9.72M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.26% more ownership

Funds ownership: 21.78% → 22.04% (+0.26%)

0% more funds holding

Funds holding: 24 → 24 (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: 3 | Existing positions closed: 3

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Close
New York
+$603K
2
Renaissance Technologies
Renaissance Technologies
New York
+$144K
3
Deutsche Bank
Deutsche Bank
Germany
+$94.2K
4
Stifel Financial
Stifel Financial
Missouri
+$85.8K
5
TL
TowerView LLC
New York
+$47.3K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$372K
2
BCM
Bridgeway Capital Management
Texas
-$182K
3
UBS Group
UBS Group
Switzerland
-$113K
4
Northern Trust
Northern Trust
Illinois
-$18.4K
5
BlackRock
BlackRock
New York
-$12.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1
TowerView LLC
New York
$9.06M +$47.3K +5,641 +0.7%
BlackRock
2
BlackRock
New York
$4.44M -$12.3K -1,462 -0.4%
RA
3
Royce & Associates
New York
$4.16M -$372K -44,402 -10%
First Manhattan
4
First Manhattan
New York
$2.96M +$29.8K +3,550 +1%
OC
5
Oppenheimer & Close
New York
$2.78M +$603K +71,924 +38%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.23M – – –
MFP
7
Michael F. Price
$1.8M – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$1.48M +$144K +17,200 +14%
BRF
9
B. Riley Financial
California
$939K +$42.9K +5,119 +6%
LJAC
10
L.J. Altfest & Co
New York
$929K – – –
Northern Trust
11
Northern Trust
Illinois
$562K -$18.4K -2,200 -4%
Vanguard Group
12
Vanguard Group
Pennsylvania
$398K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$290K – – –
UBS Group
14
UBS Group
Switzerland
$255K -$113K -13,447 -36%
LSC
15
Lesa Sroufe & Co
Washington
$214K – – –
CPA
16
Cowen Prime Advisors
New York
$172K – – –
Deutsche Bank
17
Deutsche Bank
Germany
$161K +$94.2K +11,245 +296%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$145K – – –
Stifel Financial
19
Stifel Financial
Missouri
$108K +$85.8K +10,237 New
TRCT
20
Tower Research Capital (TRC)
New York
$28K +$21.6K +2,575 New
FCMT
21
Founders Capital Management (Texas)
Texas
$21K – – –
IA
22
IFP Advisors
Florida
$3K – – –
BCM
23
Bridgeway Capital Management
Texas
– -$182K -23,100 Closed
FFW
24
Fusion Family Wealth
New York
– -$1K -7,250 Closed
Creative Planning
25
Creative Planning
Kansas
– -$12K -1,543 Closed
1
2

BRT Hedge Fund Activity: Q3 2017 in Review

24 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2017, worth a combined $33.1M — up 41% from $23.4M a quarter earlier.

Fund positioning in BRT was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Oppenheimer & Close, adding an estimated $603K. The largest seller was Royce & Associates, cutting an estimated $372K.

  • 24 institutional investors held BRT Apartments (BRT) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $33.1M of BRT Apartments stock for Q3 2017, up 41% quarter-over-quarter.
  • 3 funds opened new BRT Apartments positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest BRT Apartments buyer in Q3 2017 was Oppenheimer & Close, an estimated $603K added.
  • The largest BRT Apartments seller in Q3 2017 was Royce & Associates, an estimated $372K sold.

Based on aggregated 13F filings for Q3 2017.