Income Opportunity Realty Investors
5 hedge funds and large institutions have $185K invested in Income Opportunity Realty Investors in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more capital invested
Capital invested by funds: $185K → $185K ($0)
0.02% less ownership
Funds ownership: 0.35% → 0.34% (-0.02%)
38% less funds holding
Funds holding: 8 → 5 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.16K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.38K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $159K | -$6.16K | -500 | -4% |
|
|
2
UBS Group
Zurich,
Switzerland
| $18K | -$2.38K | -193 | -12% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
4
Wells Fargo
San Francisco,
California
| $3K | +$2.49K | +202 | New |
|
5
BlackRock
New York
| $1K | – | – | – |
|
|
6
Victory Capital Management
San Antonio,
Texas
| – | -$2K | -141 | Closed |
|
IOR Hedge Fund Activity: Q4 2019 in Review
5 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q4 2019, worth a combined $185K — unchanged from a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IOR and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 0 added.
The largest buyer was Wells Fargo, opening a new position worth an estimated $2.49K. The largest seller was Vanguard Group, cutting an estimated $6.16K.
- 5 institutional investors held Income Opportunity Realty Investors (IOR) as of Q4 2019, down from 8 in Q3 2019.
- Funds reported $185K of Income Opportunity Realty Investors stock for Q4 2019, unchanged quarter-over-quarter.
- 1 fund opened new Income Opportunity Realty Investors positions in Q4 2019 and 4 closed out, a net change of -3 holders.
- The largest Income Opportunity Realty Investors buyer in Q4 2019 was Wells Fargo, an estimated $2.49K added.
- The largest Income Opportunity Realty Investors seller in Q4 2019 was Vanguard Group, an estimated $6.16K sold.
Based on aggregated 13F filings for Q4 2019.