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BRT

BRT Apartments

73 hedge funds and large institutions have $65M invested in BRT Apartments in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 7173 (+2)

4% more capital invested

Capital invested by funds: $62.8M → $65M (+$2.21M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.44% less ownership

Funds ownership: 33.76%32.32% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.6M -$514K -44,216 -4%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.41M -$451K -38,800 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.31M -$237K -20,420 -3%
OC
4
Oppenheimer & Close
New York
$6.46M -$84.4K -7,255 -1%
State Street
5
State Street
Massachusetts
$3.72M -$262K -22,504 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.17M +$4.63K +398 +0.2%
First Manhattan
7
First Manhattan
New York
$2.1M -$144K -12,370 -6%
Northern Trust
8
Northern Trust
Illinois
$1.88M +$9.07K +780 +0.5%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$1.75M +$116K +10,000 +7%
AAS
10
Avantax Advisory Services
Texas
$1.56M +$697K +59,935 +82%
RVPG
11
Relative Value Partners Group
$1.51M +$597K +51,337 +69%
ADMI
12
Albert D. Mason Inc
Massachusetts
$1.32M +$4.19K +360 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.23M +$108K +9,323 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.17M -$9.37K -806 -0.8%
LJAC
15
L.J. Altfest & Co
New York
$1.02M
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$841K +$16.3K +1,403 +2%
Invesco
17
Invesco
Georgia
$636K -$193K -16,570 -23%
WG
18
Winton Group
United Kingdom
$598K -$205K -17,657 -26%
JP Morgan Chase
19
JP Morgan Chase
New York
$576K -$209K -17,948 -27%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$575K -$321K -27,650 -36%
N
21
Nuveen
North Carolina
$569K -$42.5K -3,655 -7%
MFP
22
Michael F. Price
$521K
MAM
23
Martingale Asset Management
Massachusetts
$457K -$931K -80,100 -67%
SAM
24
Shell Asset Management
Netherlands
$441K
Goldman Sachs
25
Goldman Sachs
New York
$360K -$17K -1,459 -5%

BRT Hedge Fund Activity: Q3 2020 in Review

73 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2020, worth a combined $65M — up 3.5% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRT positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $697K. The largest seller was Martingale Asset Management, cutting an estimated $931K.

  • 73 institutional investors held BRT Apartments (BRT) as of Q3 2020, up from 71 in Q2 2020.
  • Funds reported $65M of BRT Apartments stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 9 funds opened new BRT Apartments positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q3 2020 was Avantax Advisory Services, an estimated $697K added.
  • The largest BRT Apartments seller in Q3 2020 was Martingale Asset Management, an estimated $931K sold.

Based on aggregated 13F filings for Q3 2020.