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Comstock Holding Companies

16 hedge funds and large institutions have $6.13M invested in Comstock Holding Companies in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

16% less funds holding

Funds holding: 1916 (-3)

18% less capital invested

Capital invested by funds: $7.5M → $6.13M (-$1.37M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
1
Prescott Group Capital Management
Oklahoma
$3.27M
RA
2
Royce & Associates
New York
$1.5M -$86.8K -6,786 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$733K +$350K +27,384 +72%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$125K
VKH
5
Virtu KCG Holdings
New York
$109K +$125K +9,798 New
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$99K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$76K
BFA
8
BlackRock Fund Advisors
California
$66K +$9.15K +716 +14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$51K
RCM
10
Rotella Capital Management
Washington
$31K +$35.5K +2,777 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$28K
NES
12
New England Securities
New York
$15K
BA
13
BlackRock Advisors
Delaware
$12K +$5.19K +406 +61%
Morgan Stanley
14
Morgan Stanley
New York
$5K
Wells Fargo
15
Wells Fargo
California
$2K -$1.83K -143 -50%
TRCT
16
Tower Research Capital (TRC)
New York
$1K +$716 +56 New
OAM
17
Oberweis Asset Management
Illinois
-$141K -10,071 Closed
Renaissance Technologies
18
Renaissance Technologies
New York
-$88K -6,315 Closed
GS
19
Gagnon Securities
New York
-$62K -4,408 Closed
Jane Street
20
Jane Street
New York
-$31K -2,209 Closed
U
21
UBS
Switzerland
-$1K -70 Closed
Bank of America
22
Bank of America
North Carolina
-$1K -57 Closed

CHCI Hedge Fund Activity: Q1 2014 in Review

16 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Comstock Holding Companies (CHCI) for Q1 2014, worth a combined $6.13M — down 18% from $7.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CHCI and 3 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was Vanguard Group, adding an estimated $350K. The largest seller was Oberweis Asset Management, exiting entirely with an estimated $141K sold.

  • 16 institutional investors held Comstock Holding Companies (CHCI) as of Q1 2014, down from 19 in Q4 2013.
  • Funds reported $6.13M of Comstock Holding Companies stock for Q1 2014, down 18% quarter-over-quarter.
  • 3 funds opened new Comstock Holding Companies positions in Q1 2014 and 6 closed out, a net change of -3 holders.
  • The largest Comstock Holding Companies buyer in Q1 2014 was Vanguard Group, an estimated $350K added.
  • The largest Comstock Holding Companies seller in Q1 2014 was Oberweis Asset Management, an estimated $141K sold.

Based on aggregated 13F filings for Q1 2014.