Income Opportunity Realty Investors
6 hedge funds and large institutions have $21K invested in Income Opportunity Realty Investors in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0.28% less ownership
Funds ownership: 0.34% → 0.06% (-0.28%)
89% less capital invested
Capital invested by funds: $185K → $21K (-$164K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.85K |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$3.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$159K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.83K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $11K | -$2.83K | -222 | -16% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $4K | +$5.85K | +459 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$3.82K | +300 | New |
|
|
4
Victory Capital Management
San Antonio,
Texas
| $2K | +$3.49K | +274 | New |
|
5
BlackRock
New York
| $1K | – | – | – |
|
|
6
Vanguard Group
Malvern,
Pennsylvania
| – | -$159K | -12,050 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$2.51K | -197 | -98% |
|
IOR Hedge Fund Activity: Q1 2020 in Review
6 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Income Opportunity Realty Investors (IOR) for Q1 2020, worth a combined $21K — down 89% from $185K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IOR positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $5.85K. The largest seller was Vanguard Group, exiting entirely with an estimated $159K sold.
- 6 institutional investors held Income Opportunity Realty Investors (IOR) as of Q1 2020, up from 5 in Q4 2019.
- Funds reported $21K of Income Opportunity Realty Investors stock for Q1 2020, down 89% quarter-over-quarter.
- 3 funds opened new Income Opportunity Realty Investors positions in Q1 2020 and 1 closed out, a net change of +2 holders.
- The largest Income Opportunity Realty Investors buyer in Q1 2020 was Bank of America, an estimated $5.85K added.
- The largest Income Opportunity Realty Investors seller in Q1 2020 was Vanguard Group, an estimated $159K sold.
Based on aggregated 13F filings for Q1 2020.