Income Opportunity Realty Investors
8 hedge funds and large institutions have $185K invested in Income Opportunity Realty Investors in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
0% more ownership
Funds ownership: 0.35% → 0.35% (+0%)
2% less capital invested
Capital invested by funds: $189K → $185K (-$4K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$1.9K |
| 2 |
FIA
FNY Investment Advisers
New York
|
+$418 |
| 3 |
Barclays
London,
United Kingdom
|
+$135 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$580 |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$526 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $158K | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $20K | -$580 | -43 | -3% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
4
Victory Capital Management
San Antonio,
Texas
| $2K | +$1.9K | +141 | New |
|
5
BlackRock
New York
| $1K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$526 | -39 | -75% |
|
|
7
Barclays
London,
United Kingdom
| – | +$135 | +10 | New |
|
|
FIA
8
FNY Investment Advisers
New York
| – | +$418 | +31 | New |
|
IOR Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q3 2019, worth a combined $185K — down 2.1% from $189K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IOR positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $1.9K. The largest seller was UBS Group, cutting an estimated $580.
- 8 institutional investors held Income Opportunity Realty Investors (IOR) as of Q3 2019, up from 5 in Q2 2019.
- Funds reported $185K of Income Opportunity Realty Investors stock for Q3 2019, down 2.1% quarter-over-quarter.
- 3 funds opened new Income Opportunity Realty Investors positions in Q3 2019 and 0 closed out, a net change of +3 holders.
- The largest Income Opportunity Realty Investors buyer in Q3 2019 was Victory Capital Management, an estimated $1.9K added.
- The largest Income Opportunity Realty Investors seller in Q3 2019 was UBS Group, an estimated $580 sold.
Based on aggregated 13F filings for Q3 2019.