Income Opportunity Realty Investors
3 hedge funds and large institutions have $132K invested in Income Opportunity Realty Investors in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $123K → $132K (+$9K)
0.35% more ownership
Funds ownership: 0% → 0.35% (+0.35%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $114K | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $17K | +$18.4K | +1,929 | New |
|
3
BlackRock
New York
| $1K | – | – | – |
|
|
CFA
4
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$4K | -456 | Closed |
|
IOR Hedge Fund Activity: Q3 2017 in Review
3 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q3 2017, worth a combined $132K — up 7.3% from $123K a quarter earlier.
Fund positioning in IOR was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $18.4K. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $4K sold.
- 3 institutional investors held Income Opportunity Realty Investors (IOR) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $132K of Income Opportunity Realty Investors stock for Q3 2017, up 7.3% quarter-over-quarter.
- 1 fund opened new Income Opportunity Realty Investors positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest Income Opportunity Realty Investors buyer in Q3 2017 was UBS Group, an estimated $18.4K added.
- The largest Income Opportunity Realty Investors seller in Q3 2017 was Carroll Financial Associates, an estimated $4K sold.
Based on aggregated 13F filings for Q3 2017.