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BRT

BRT Apartments

60 hedge funds and large institutions have $59.2M invested in BRT Apartments in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

50% more funds holding

Funds holding: 4060 (+20)

46% more capital invested

Capital invested by funds: $40.5M → $59.2M (+$18.7M)

8.02% more ownership

Funds ownership: 24.35%32.37% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+20
Holders Change %
+50%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
19
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.2M +$4.9M +394,651 +97%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.4M +$1.82M +147,000 +41%
TL
3
TowerView LLC
New York
$5.23M -$498K -40,104 -9%
OC
4
Oppenheimer & Close
New York
$5.22M +$9.03K +727 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.24M +$2.69M +216,644 +188%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.93M +$265K +21,318 +10%
First Manhattan
7
First Manhattan
New York
$2.79M -$121K -9,775 -4%
MFP
8
Michael F. Price
$2.15M
Northern Trust
9
Northern Trust
Illinois
$1.6M +$849K +68,420 +119%
State Street
10
State Street
Massachusetts
$1.52M +$1.48M +119,091 New
ADMI
11
Albert D. Mason Inc
Massachusetts
$1.47M +$1.17M +94,465 +463%
Deutsche Bank
12
Deutsche Bank
Germany
$1.32M +$295K +23,736 +30%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$1.2M -$251K -20,208 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.2M +$260K +20,949 +29%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$1.19M +$782K +63,000 +210%
LJAC
16
L.J. Altfest & Co
New York
$1.11M +$732 +59 +0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$825K +$96.1K +7,742 +14%
Morgan Stanley
18
Morgan Stanley
New York
$725K +$289K +23,256 +69%
BRF
19
B. Riley Financial
California
$722K -$360K -29,011 -34%
EI
20
EAM Investors
California
$641K
Stifel Financial
21
Stifel Financial
Missouri
$635K +$12.4K +1,000 +2%
Invesco
22
Invesco
Georgia
$533K +$366K +29,487 +238%
OAM
23
Oxford Asset Management
United Kingdom
$424K +$401K +32,287 New
MAM
24
Martingale Asset Management
Massachusetts
$381K +$370K +29,827 New
Bank of America
25
Bank of America
North Carolina
$374K +$355K +28,585 +3,927%

BRT Hedge Fund Activity: Q2 2018 in Review

60 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2018, worth a combined $59.2M — up 46% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BRT positions and 4 closed out — a net gain of 20 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $4.9M. The largest seller was Royce & Associates, exiting entirely with an estimated $1.19M sold.

  • 60 institutional investors held BRT Apartments (BRT) as of Q2 2018, up from 40 in Q1 2018.
  • Funds reported $59.2M of BRT Apartments stock for Q2 2018, up 46% quarter-over-quarter.
  • 24 funds opened new BRT Apartments positions in Q2 2018 and 4 closed out, a net change of +20 holders.
  • The largest BRT Apartments buyer in Q2 2018 was BlackRock, an estimated $4.9M added.
  • The largest BRT Apartments seller in Q2 2018 was Royce & Associates, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2018.