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BRT

BRT Apartments
BRT

70 hedge funds and large institutions have $55M invested in BRT Apartments in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more funds holding

Funds holding: 64 → 70 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.33% less ownership

Funds ownership: 32.12% → 30.79% (-1.3%)

9% less capital invested

Capital invested by funds: $60.6M → $55M (-$5.65M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
19
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
+$649K
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$529K
3
BlackRock
BlackRock
New York
+$497K
4
OC
Oppenheimer & Close
New York
+$495K
5
CG
Colony Group
Massachusetts
+$342K

Top Sellers

Rank Fund Capital Flow
1
ACM
Ativo Capital Management
Illinois
-$1.19M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.16M
3
LJAC
L.J. Altfest & Co
New York
-$1.05M
4
Deutsche Bank
Deutsche Bank
Germany
-$1M
5
BRF
B. Riley Financial
California
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.8M +$497K +43,368 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$6.63M -$1.16M -101,500 -15%
OC
3
Oppenheimer & Close
New York
$4.98M +$495K +43,166 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.93M +$129K +11,244 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.97M +$65.9K +5,749 +2%
TL
6
TowerView LLC
New York
$2.85M – – –
First Manhattan
7
First Manhattan
New York
$2.41M -$45.8K -4,000 -2%
MFP
8
Michael F. Price
$1.93M – – –
State Street
9
State Street
Massachusetts
$1.82M +$90.1K +7,859 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.58M +$324K +28,275 +26%
Northern Trust
11
Northern Trust
Illinois
$1.48M -$86.4K -7,536 -6%
ADMI
12
Albert D. Mason Inc
Massachusetts
$1.44M -$44K -3,840 -3%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$1.25M +$160K +14,000 +15%
Stifel Financial
14
Stifel Financial
Missouri
$982K – – –
Invesco
15
Invesco
Georgia
$974K -$219K -19,099 -18%
PAM
16
Panagora Asset Management
Massachusetts
$788K +$83.6K +7,294 +12%
BRWM
17
B. Riley Wealth Management
Tennessee
$648K +$649K +56,616 New
SAM
18
Shell Asset Management
Netherlands
$466K -$39K -3,400 -8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$398K +$104K +9,100 +35%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$365K -$267K -23,302 -42%
TCIM
21
TIAA CREF Investment Management
New York
$348K -$5.92K -517 -2%
MERSOM
22
Municipal Employees' Retirement System of Michigan
Michigan
$347K +$348K +30,360 New
MC
23
Menta Capital
California
$345K -$70.4K -6,140 -17%
CG
24
Colony Group
Massachusetts
$341K +$342K +29,833 New
UBS Group
25
UBS Group
Switzerland
$316K +$14.5K +1,262 +5%
1
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BRT Hedge Fund Activity: Q4 2018 in Review

70 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2018, worth a combined $55M — down 9.3% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRT positions and 6 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $649K. The largest seller was Ativo Capital Management, exiting entirely with an estimated $1.19M sold.

  • 70 institutional investors held BRT Apartments (BRT) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $55M of BRT Apartments stock for Q4 2018, down 9.3% quarter-over-quarter.
  • 12 funds opened new BRT Apartments positions in Q4 2018 and 6 closed out, a net change of +6 holders.
  • The largest BRT Apartments buyer in Q4 2018 was B. Riley Wealth Management, an estimated $649K added.
  • The largest BRT Apartments seller in Q4 2018 was Ativo Capital Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2018.