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BRT

BRT Apartments
BRT

75 hedge funds and large institutions have $68.7M invested in BRT Apartments in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $55M → $68.7M (+$13.8M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

7% more funds holding

Funds holding: 70 → 75 (+5)

0.61% more ownership

Funds ownership: 30.79% → 31.41% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
+$1.14M
2
PAM
Panagora Asset Management
Massachusetts
+$539K
3
BlackRock
BlackRock
New York
+$472K
4
MAM
Martingale Asset Management
Massachusetts
+$354K
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$263K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$305K
2
TL
TowerView LLC
New York
-$262K
3
Millennium Management
Millennium Management
New York
-$205K
4
RA
RMR Advisors
Massachusetts
-$191K
5
Renaissance Technologies
Renaissance Technologies
New York
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$12.4M +$472K +35,933 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$7.85M -$188K -14,300 -2%
OC
3
Oppenheimer & Close
New York
$6M -$39K -2,965 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.96M -$21.6K -1,643 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.7M +$88.3K +6,719 +3%
TL
6
TowerView LLC
New York
$3.18M -$262K -19,890 -8%
First Manhattan
7
First Manhattan
New York
$2.87M -$55.2K -4,200 -2%
MFP
8
Michael F. Price
$2.34M – – –
State Street
9
State Street
Massachusetts
$2.03M -$162K -12,359 -8%
Northern Trust
10
Northern Trust
Illinois
$1.89M +$93.9K +7,138 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.83M -$72.3K -5,499 -4%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$1.79M +$263K +20,000 +18%
ADMI
13
Albert D. Mason Inc
Massachusetts
$1.79M +$42.8K +3,255 +3%
PAM
14
Panagora Asset Management
Massachusetts
$1.52M +$539K +41,003 +60%
Invesco
15
Invesco
Georgia
$1.25M +$68.2K +5,184 +6%
LJAC
16
L.J. Altfest & Co
New York
$1.21M +$1.14M +86,905 New
Stifel Financial
17
Stifel Financial
Missouri
$881K -$305K -23,200 -27%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$640K – – –
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$616K +$126K +9,594 +28%
MAM
20
Martingale Asset Management
Massachusetts
$598K +$354K +26,907 +167%
SAM
21
Shell Asset Management
Netherlands
$565K – – –
SCM
22
Schnieders Capital Management
California
$433K +$97.3K +7,400 +31%
TCIM
23
TIAA CREF Investment Management
New York
$422K – – –
MERSOM
24
Municipal Employees' Retirement System of Michigan
Michigan
$421K – – –
MC
25
Menta Capital
California
$414K -$4.81K -366 -1%
1
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BRT Hedge Fund Activity: Q1 2019 in Review

75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2019, worth a combined $68.7M — up 25% from $55M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $1.14M. The largest seller was Stifel Financial, cutting an estimated $305K.

  • 75 institutional investors held BRT Apartments (BRT) as of Q1 2019, up from 70 in Q4 2018.
  • Funds reported $68.7M of BRT Apartments stock for Q1 2019, up 25% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q1 2019 and 6 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q1 2019 was L.J. Altfest & Co, an estimated $1.14M added.
  • The largest BRT Apartments seller in Q1 2019 was Stifel Financial, an estimated $305K sold.

Based on aggregated 13F filings for Q1 2019.