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Independence Realty Trust
IRT

102 hedge funds and large institutions have $154M invested in Independence Realty Trust in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more funds holding

Funds holding: 95 → 102 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.54% less ownership

Funds ownership: 50.49% → 46.96% (-3.5%)

11% less capital invested

Capital invested by funds: $174M → $154M (-$19.8M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
41
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$8.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$4.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.43M
4
Invesco
Invesco
Georgia
+$1.89M
5
Morgan Stanley
Morgan Stanley
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
SIG
Senator Investment Group
New York
-$25.5M
2
BC
BHR Capital
New York
-$6.72M
3
MAC
Monarch Alternative Capital
New York
-$5.33M
4
YMRC
Yorktown Management & Research Company
Virginia
-$1.95M
5
PMG
Private Management Group
California
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.14M – – –
FM
27
Forward Management
California
$1.1M – – –
WCM
28
Wedge Capital Management
North Carolina
$1.03M -$37.6K -5,600 -4%
RFC
29
Russell Frank Company
Washington
$1.03M +$166K +24,670 +21%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$969K +$400K +59,440 +77%
BIM
31
BlackRock Investment Management
Delaware
$908K +$12.9K +1,922 +2%
EVC
32
Eidelman Virant Capital
Missouri
$820K – – –
SSWM
33
Sheets Smith Wealth Management
North Carolina
$795K – – –
Victory Capital Management
34
Victory Capital Management
Texas
$765K -$48.6K -7,230 -6%
EMFAT
35
Emerald Mutual Fund Advisers Trust
Pennsylvania
$661K – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$596K -$9.96K -1,481 -2%
Millennium Management
37
Millennium Management
New York
$595K +$456K +67,840 +430%
TFCM
38
Taylor Frigon Capital Management
Arizona
$578K -$3.67K -546 -0.7%
SOAMC
39
Spirit of America Management Corp
New York
$545K – – –
Asset Management One
40
Asset Management One
Japan
$510K – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$491K +$61.7K +9,170 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$450K +$425K +63,213 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$437K +$413K +61,427 New
SO
44
STRS Ohio
Ohio
$427K -$8.71K -1,296 -2%
TA
45
Teachers Advisors
New York
$363K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$345K +$326K +48,520 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$334K +$30.4K +4,520 +11%
AAM
48
Advisors Asset Management
Colorado
$330K +$219K +32,549 +235%
Charles Schwab
49
Charles Schwab
California
$329K -$116K -17,200 -27%
GCP
50
GSA Capital Partners
United Kingdom
$327K +$309K +45,957 New
1
2
3 4 5

IRT Hedge Fund Activity: Q1 2016 in Review

102 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2016, worth a combined $154M — down 11% from $174M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IRT positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $8.9M. The largest seller was Senator Investment Group, exiting entirely with an estimated $25.5M sold.

  • 102 institutional investors held Independence Realty Trust (IRT) as of Q1 2016, up from 95 in Q4 2015.
  • Funds reported $154M of Independence Realty Trust stock for Q1 2016, down 11% quarter-over-quarter.
  • 17 funds opened new Independence Realty Trust positions in Q1 2016 and 10 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q1 2016 was AllianceBernstein, an estimated $8.9M added.
  • The largest Independence Realty Trust seller in Q1 2016 was Senator Investment Group, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2016.