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BRT

BRT Apartments

71 hedge funds and large institutions have $62.8M invested in BRT Apartments in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $60.7M → $62.8M (+$2.16M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.05% less ownership

Funds ownership: 36.8%33.76% (-3%)

10% less funds holding

Funds holding: 7971 (-8)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.1M +$314K +30,835 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.15M -$206K -20,200 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.94M -$592K -58,048 -8%
OC
4
Oppenheimer & Close
New York
$6.01M +$793K +77,754 +16%
State Street
5
State Street
Massachusetts
$3.67M +$532K +52,150 +19%
First Manhattan
6
First Manhattan
New York
$2.07M -$285K -27,900 -13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.99M -$244K -23,971 -12%
Northern Trust
8
Northern Trust
Illinois
$1.72M -$64K -6,279 -4%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$1.5M +$204K +20,000 +17%
MAM
10
Martingale Asset Management
Massachusetts
$1.29M -$103K -10,113 -8%
ADMI
11
Albert D. Mason Inc
Massachusetts
$1.21M +$6.88K +675 +0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.09M -$46.4K -4,551 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.02M +$95K +9,317 +11%
LJAC
14
L.J. Altfest & Co
New York
$934K
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$827K -$35.7K -3,500 -4%
RVPG
16
Relative Value Partners Group
$818K -$431K -42,260 -36%
AAS
17
Avantax Advisory Services
Texas
$785K +$436K +42,739 +142%
Invesco
18
Invesco
Georgia
$764K -$6.92K -679 -1%
WG
19
Winton Group
United Kingdom
$740K +$275K +26,925 +65%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$724K
JP Morgan Chase
21
JP Morgan Chase
New York
$718K -$145K -14,187 -18%
PAM
22
Panagora Asset Management
Massachusetts
$674K -$7.97K -781 -1%
N
23
Nuveen
North Carolina
$562K -$434K -42,583 -45%
Morgan Stanley
24
Morgan Stanley
New York
$559K +$84.8K +8,314 +19%
MFP
25
Michael F. Price
$478K +$451K +44,217 New

BRT Hedge Fund Activity: Q2 2020 in Review

71 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2020, worth a combined $62.8M — up 3.6% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BRT and 7 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 24 added.

The largest buyer was Oppenheimer & Close, adding an estimated $793K. The largest seller was Vanguard Group, cutting an estimated $592K.

  • 71 institutional investors held BRT Apartments (BRT) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $62.8M of BRT Apartments stock for Q2 2020, up 3.6% quarter-over-quarter.
  • 7 funds opened new BRT Apartments positions in Q2 2020 and 14 closed out, a net change of -7 holders.
  • The largest BRT Apartments buyer in Q2 2020 was Oppenheimer & Close, an estimated $793K added.
  • The largest BRT Apartments seller in Q2 2020 was Vanguard Group, an estimated $592K sold.

Based on aggregated 13F filings for Q2 2020.