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BRT

BRT Apartments

84 hedge funds and large institutions have $118M invested in BRT Apartments in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $318K

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

0.66% more ownership

Funds ownership: 28.87%29.52% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 8784 (-3)

8% less capital invested

Capital invested by funds: $128M → $118M (-$10.1M)

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
33
Reduced
30
Closed
6
Calls
$3.71M
Puts
$318K
Net Calls
+$3.39M
Net Calls Change
-$222K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.2M +$247K +11,228 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$13M +$126K +5,700 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.8M +$1.31M +59,439 +11%
OC
4
Oppenheimer & Close
New York
$7.76M -$2.07M -93,755 -21%
AAS
5
Avantax Advisory Services
Texas
$5.06M +$576K +26,160 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.79M +$118K +5,368 +2%
State Street
7
State Street
Massachusetts
$4.4M +$203K +9,215 +5%
RVPG
8
Relative Value Partners Group
$4.1M +$310K +14,056 +8%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$3.5M +$3.59M +162,889 New
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$3.49M
Charles Schwab
11
Charles Schwab
California
$3.22M +$1.13M +51,136 +52%
First Manhattan
12
First Manhattan
New York
$3.09M +$7.27K +330 +0.2%
Northern Trust
13
Northern Trust
Illinois
$2.69M +$457K +20,734 +20%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.54M -$837 -38 -0%
Morgan Stanley
15
Morgan Stanley
New York
$2.49M +$2.23M +101,251 +695%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.29M -$32.6K -1,479 -1%
LJAC
17
L.J. Altfest & Co
New York
$1.86M
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$1.76M +$1.37M +62,366 +321%
Millennium Management
19
Millennium Management
New York
$1.67M -$1.73M -78,357 -50%
Ameriprise
20
Ameriprise
Minnesota
$1.57M -$640K -29,040 -28%
ADMI
21
Albert D. Mason Inc
Massachusetts
$1.48M -$6.87K -312 -0.5%
N
22
Nuveen
North Carolina
$1.32M +$443K +20,086 +48%
EI
23
EAM Investors
California
$1.13M -$432K -19,623 -27%
CAM
24
ClariVest Asset Management
California
$758K +$778K +35,305 New
SCM
25
Schnieders Capital Management
California
$741K -$33K -1,500 -4%

BRT Hedge Fund Activity: Q2 2022 in Review

84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2022, worth a combined $118M — down 7.9% from $128M a quarter earlier.

Fund positioning in BRT was balanced in Q2 2022: 6 funds opened new positions, 6 closed out, 33 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.59M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $2.23M sold.

  • 84 institutional investors held BRT Apartments (BRT) as of Q2 2022, down from 87 in Q1 2022.
  • Funds reported $118M of BRT Apartments stock for Q2 2022, down 7.9% quarter-over-quarter.
  • 6 funds opened new BRT Apartments positions in Q2 2022 and 6 closed out, a net change of 0 holders.
  • The largest BRT Apartments buyer in Q2 2022 was Hillsdale Investment Management, an estimated $3.59M added.
  • The largest BRT Apartments seller in Q2 2022 was Balyasny Asset Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2022.