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BRT

BRT Apartments
BRT

72 hedge funds and large institutions have $82M invested in BRT Apartments in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

26% more capital invested

Capital invested by funds: $65M → $82M (+$17M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.67% less ownership

Funds ownership: 32.32% → 31.65% (-0.67%)

1% less funds holding

Funds holding: 73 → 72 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$667K
2
AA
ALPS Advisors
Colorado
+$581K
3
RVPG
Relative Value Partners Group
+$349K
4
JP Morgan Chase
JP Morgan Chase
New York
+$276K
5
RJA
Raymond James & Associates
Florida
+$184K

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$575K
2
WG
Winton Group
United Kingdom
-$479K
3
MAM
Martingale Asset Management
Massachusetts
-$457K
4
Renaissance Technologies
Renaissance Technologies
New York
-$426K
5
Northern Trust
Northern Trust
Illinois
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$667K +49,488 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M -$426K -31,600 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.5M +$57.7K +4,280 +0.7%
OC
4
Oppenheimer & Close
New York
$8.36M +$19.4K +1,440 +0.3%
State Street
5
State Street
Massachusetts
$4.91M +$118K +8,739 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.89M +$76.4K +5,671 +3%
First Manhattan
7
First Manhattan
New York
$2.69M -$23.8K -1,769 -1%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$2.47M +$182K +13,500 +9%
RVPG
9
Relative Value Partners Group
$2.33M +$349K +25,882 +21%
Northern Trust
10
Northern Trust
Illinois
$1.97M -$408K -30,256 -19%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.76M +$164K +12,159 +12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.71M +$175K +13,027 +13%
AAS
13
Avantax Advisory Services
Texas
$1.7M -$289K -21,492 -16%
ADMI
14
Albert D. Mason Inc
Massachusetts
$1.31M -$349K -25,903 -23%
LJAC
15
L.J. Altfest & Co
New York
$1.31M – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$1.05M +$276K +20,519 +42%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$1.04M – – –
N
18
Nuveen
North Carolina
$743K +$7.06K +524 +1%
MFP
19
Michael F. Price
$674K +$1.35K +100 +0.2%
AA
20
ALPS Advisors
Colorado
$656K +$581K +43,148 New
Wells Fargo
21
Wells Fargo
California
$623K +$145K +10,744 +35%
SAM
22
Shell Asset Management
Netherlands
$569K – – –
Goldman Sachs
23
Goldman Sachs
New York
$450K -$12.1K -898 -3%
Morgan Stanley
24
Morgan Stanley
New York
$443K +$65.7K +4,875 +20%
Invesco
25
Invesco
Georgia
$381K -$389K -28,866 -54%
1
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BRT Hedge Fund Activity: Q4 2020 in Review

72 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2020, worth a combined $82M — up 26% from $65M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BRT and 7 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $667K. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $575K sold.

  • 72 institutional investors held BRT Apartments (BRT) as of Q4 2020, down from 73 in Q3 2020.
  • Funds reported $82M of BRT Apartments stock for Q4 2020, up 26% quarter-over-quarter.
  • 7 funds opened new BRT Apartments positions in Q4 2020 and 8 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q4 2020 was BlackRock, an estimated $667K added.
  • The largest BRT Apartments seller in Q4 2020 was Arrowstreet Capital, an estimated $575K sold.

Based on aggregated 13F filings for Q4 2020.