Income Opportunity Realty Investors
3 hedge funds and large institutions have $115K invested in Income Opportunity Realty Investors in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $112K → $115K (+$3K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$3.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $102K | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $10K | -$1.17K | -144 | -10% |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $3K | +$3.7K | +456 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$10K | -1,394 | Closed |
|
IOR Hedge Fund Activity: Q3 2015 in Review
3 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q3 2015, worth a combined $115K — up 2.7% from $112K a quarter earlier.
Fund positioning in IOR was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $3.7K. The largest seller was UBS Group, exiting entirely with an estimated $10K sold.
- 3 institutional investors held Income Opportunity Realty Investors (IOR) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $115K of Income Opportunity Realty Investors stock for Q3 2015, up 2.7% quarter-over-quarter.
- 1 fund opened new Income Opportunity Realty Investors positions in Q3 2015 and 1 closed out, a net change of 0 holders.
- The largest Income Opportunity Realty Investors buyer in Q3 2015 was Carroll Financial Associates, an estimated $3.7K added.
- The largest Income Opportunity Realty Investors seller in Q3 2015 was UBS Group, an estimated $10K sold.
Based on aggregated 13F filings for Q3 2015.