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Independence Realty Trust
IRT

95 hedge funds and large institutions have $166M invested in Independence Realty Trust in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

85% more capital invested

Capital invested by funds: $89.7M → $166M (+$76.1M)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

15.63% more ownership

Funds ownership: 34.69% → 50.32% (+16%)

7% more funds holding

Funds holding: 89 → 95 (+6)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIG
Senator Investment Group
New York
+$29.3M
2
MAC
Monarch Alternative Capital
New York
+$26.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$8.21M
4
PMG
Private Management Group
California
+$6.16M
5
BC
BHR Capital
New York
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
AAP
Ardsley Advisory Partners
Connecticut
-$6.3M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.29M
3
PAM
PVG Asset Management
Colorado
-$1.24M
4
N
Nuveen
North Carolina
-$1.16M
5
HCM
Hilton Capital Management
New York
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.17M – – –
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.16M +$233K +30,440 +23%
TCIM
28
TIAA CREF Investment Management
New York
$928K +$552K +72,073 +127%
BIM
29
BlackRock Investment Management
Delaware
$890K +$293K +38,285 +45%
RFC
30
Russell Frank Company
Washington
$886K +$901K +117,680 +2,287%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$805K +$23K +3,000 +3%
Victory Capital Management
32
Victory Capital Management
Texas
$713K -$33.6K -4,390 -4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$673K +$43K +5,622 +6%
Wells Fargo
34
Wells Fargo
California
$601K -$190K -24,853 -23%
EVC
35
Eidelman Virant Capital
Missouri
$580K -$672K -87,800 -52%
TFCM
36
Taylor Frigon Capital Management
Arizona
$576K +$617K +80,604 New
SOAMC
37
Spirit of America Management Corp
New York
$552K – – –
Asset Management One
38
Asset Management One
Japan
$512K +$95K +12,414 +20%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$422K +$106K +13,878 +31%
CA
40
Continental Advisors
Utah
$418K +$443K +57,936 New
Invesco
41
Invesco
Georgia
$400K +$15K +1,959 +4%
RCM
42
Rotella Capital Management
Washington
$385K +$408K +53,348 New
FAAS
43
First Allied Advisory Services
California
$368K – – –
TA
44
Teachers Advisors
New York
$368K +$120K +15,708 +44%
TDC
45
Thompson Davis & Co
Virginia
$347K +$368K +48,100 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$297K +$315K +41,137 New
Charles Schwab
47
Charles Schwab
California
$283K +$219K +28,573 +269%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$279K +$89.4K +11,683 +43%
TNAM
49
Terra Nova Asset Management
New York
$245K – – –
US Bancorp
50
US Bancorp
Minnesota
$243K +$23K +3,000 +10%
1
2
3 4 5

IRT Hedge Fund Activity: Q3 2015 in Review

95 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2015, worth a combined $166M — up 85% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IRT positions and 16 closed out — a net gain of 6 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $29.3M. The largest seller was Ardsley Advisory Partners, cutting an estimated $6.3M.

  • 95 institutional investors held Independence Realty Trust (IRT) as of Q3 2015, up from 89 in Q2 2015.
  • Funds reported $166M of Independence Realty Trust stock for Q3 2015, up 85% quarter-over-quarter.
  • 22 funds opened new Independence Realty Trust positions in Q3 2015 and 16 closed out, a net change of +6 holders.
  • The largest Independence Realty Trust buyer in Q3 2015 was Senator Investment Group, an estimated $29.3M added.
  • The largest Independence Realty Trust seller in Q3 2015 was Ardsley Advisory Partners, an estimated $6.3M sold.

Based on aggregated 13F filings for Q3 2015.