We are live on ! Find out more
IRT icon

Independence Realty Trust
IRT

73 hedge funds and large institutions have $105M invested in Independence Realty Trust in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

38% more capital invested

Capital invested by funds: $76.4M → $105M (+$28.7M)

22% more funds holding

Funds holding: 60 → 73 (+13)

4.9% more ownership

Funds ownership: 30.6% → 35.51% (+4.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
37
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
BHR Capital
New York
+$4.28M
2
AAP
Ardsley Advisory Partners
Connecticut
+$4.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.24M
4
N
Nuveen
North Carolina
+$2.42M
5
WCM
Wedge Capital Management
North Carolina
+$1.29M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.16M
2
Goldman Sachs
Goldman Sachs
New York
-$230K
3
MC
Menta Capital
California
-$211K
4
Asset Management One
Asset Management One
Japan
-$133K
5
Bank of America
Bank of America
North Carolina
-$39.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
26
Thompson Davis & Co
Virginia
$826K +$67.7K +7,117 +9%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$820K +$51.1K +5,373 +6%
Millennium Management
28
Millennium Management
New York
$727K +$743K +78,134 New
Goldman Sachs
29
Goldman Sachs
New York
$709K -$230K -24,219 -24%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$701K +$47.3K +4,976 +7%
IPC
31
Independent Portfolio Consultants
Florida
$646K +$589K +61,885 +830%
Wells Fargo
32
Wells Fargo
California
$612K +$476K +50,019 +318%
GCP
33
GSA Capital Partners
United Kingdom
$601K +$166K +17,400 +37%
Two Sigma Investments
34
Two Sigma Investments
New York
$590K +$603K +63,383 New
CS
35
Credit Suisse
Switzerland
$530K +$542K +56,931 New
Citadel Advisors
36
Citadel Advisors
Florida
$503K +$80.2K +8,432 +18%
NI
37
Numeric Investors
Massachusetts
$472K +$166K +17,397 +52%
Asset Management One
38
Asset Management One
Japan
$470K -$133K -13,980 -22%
BFA
39
BlackRock Fund Advisors
California
$463K +$152K +15,990 +47%
FAAS
40
First Allied Advisory Services
California
$400K +$55.3K +5,812 +16%
Northern Trust
41
Northern Trust
Illinois
$390K +$91.3K +9,591 +30%
US Bancorp
42
US Bancorp
Minnesota
$261K +$238K +25,000 +833%
NCCM
43
Nine Chapters Capital Management
New Jersey
$236K +$242K +25,400 New
IA
44
IndexIQ Advisors
New York
$229K +$234K +24,588 New
PPA
45
Parametric Portfolio Associates
Washington
$211K +$216K +22,696 New
MC
46
Menta Capital
California
$210K -$211K -22,220 -50%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$175K +$178K +18,755 New
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$171K – – –
State Street
49
State Street
Massachusetts
$154K -$18.1K -1,900 -10%
SPC
50
Sigma Planning Corp
Michigan
$148K +$152K +15,946 New
1
2
3 4

IRT Hedge Fund Activity: Q4 2014 in Review

73 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2014, worth a combined $105M — up 38% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IRT positions and 3 closed out — a net gain of 16 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was BHR Capital, adding an estimated $4.28M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $1.16M sold.

  • 73 institutional investors held Independence Realty Trust (IRT) as of Q4 2014, up from 60 in Q3 2014.
  • Funds reported $105M of Independence Realty Trust stock for Q4 2014, up 38% quarter-over-quarter.
  • 19 funds opened new Independence Realty Trust positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Independence Realty Trust buyer in Q4 2014 was BHR Capital, an estimated $4.28M added.
  • The largest Independence Realty Trust seller in Q4 2014 was Balyasny Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2014.