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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$133K -$2.47K -260 -2%
First Trust Advisors
52
First Trust Advisors
Illinois
$109K +$111K +11,714 New
BP
53
BBR Partners
New York
$93K – – –
Invesco
54
Invesco
Georgia
$70K +$71.8K +7,545 New
Deutsche Bank
55
Deutsche Bank
Germany
$69K +$71.4K +7,500 New
BIT
56
BlackRock Institutional Trust
California
$46K +$17.1K +1,798 +58%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$31K -$1.53K -161 -5%
BIM
58
BlackRock Investment Management
Delaware
$29K +$4.08K +429 +16%
Citigroup
59
Citigroup
New York
$28K – – –
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$28K +$14.3K +1,500 +100%
UBS Group
61
UBS Group
Switzerland
$24K +$24.3K +2,556 New
BRWM
62
B. Riley Wealth Management
Tennessee
$23K – – –
BA
63
BlackRock Advisors
Delaware
$21K +$21.3K +2,241 New
Bank of America
64
Bank of America
North Carolina
$17K -$39.9K -4,190 -69%
TRCT
65
Tower Research Capital (TRC)
New York
$16K +$8.91K +936 +117%
Credit Agricole
66
Credit Agricole
France
$14K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14K – – –
BJ
68
BlackRock Japan
Japan
$12K +$2.2K +231 +23%
Daiwa Securities Group
69
Daiwa Securities Group
Japan
$6K – – –
SAMC
70
Shinko Asset Management Company
Japan
$5K +$951 +100 +25%
DBT
71
Dubuque Bank & Trust
Iowa
$3K – – –
BRWA
72
B. Riley Wealth Advisors
Florida
$28 +$28.5K +3,000 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 +$10K +1,051 New
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
– -$1.16M -119,793 Closed
Ameriprise
75
Ameriprise
Minnesota
– -$35K -3,665 Closed
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.