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Independence Realty Trust
IRT

158 hedge funds and large institutions have $511M invested in Independence Realty Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

610% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $244K

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

91% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 35

16% more funds holding

Funds holding: 136 → 158 (+22)

14% more capital invested

Capital invested by funds: $450M → $511M (+$61.1M)

5.31% more ownership

Funds ownership: 69.56% → 74.87% (+5.3%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
67
Reduced
35
Closed
14
Calls
$1.73M
Puts
$244K
Net Calls
+$1.49M
Net Calls Change
+$1.11M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.1M
2
PFC
Phocas Financial Corp
California
+$10.4M
3
GXMC
Global X Management Company
New York
+$9.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.57M
5
Principal Financial Group
Principal Financial Group
Iowa
+$4.43M

Top Sellers

1
HCM
Hilton Capital Management
New York
-$11.2M
2
VOAM
Vertex One Asset Management
British Columbia, Canada
-$7.13M
3
N
Nuveen
North Carolina
-$6.55M
4
Morgan Stanley
Morgan Stanley
New York
-$4.08M
5
PAM
PVG Asset Management
Colorado
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.04M +$996K +104,862 +26,957%
PPA
52
Parametric Portfolio Associates
Washington
$964K +$263K +27,737 +40%
SAM
53
Shell Asset Management
Netherlands
$949K – – –
KFS
54
Kissinger Financial Services
Maryland
$936K +$8.79K +925 +1%
CS
55
Credit Suisse
Switzerland
$928K -$383K -40,299 -30%
AWA
56
Arete Wealth Advisors
Illinois
$926K -$52.2K -5,500 -6%
Bank of America
57
Bank of America
North Carolina
$923K +$464K +48,876 +109%
EMFAT
58
Emerald Mutual Fund Advisers Trust
Pennsylvania
$916K – – –
Morgan Stanley
59
Morgan Stanley
New York
$900K -$4.08M -429,503 -82%
IA
60
IndexIQ Advisors
New York
$822K +$83.6K +8,798 +12%
Macquarie Group
61
Macquarie Group
Australia
$812K – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$774K +$77.7K +8,180 +12%
SOAMC
63
Spirit of America Management Corp
New York
$756K – – –
EVC
64
Eidelman Virant Capital
Missouri
$740K -$171K -18,000 -19%
TIAAOA
65
Teachers Insurance & Annuity Association of America
New York
$699K +$62.9K +6,618 +10%
GC
66
Guggenheim Capital
Illinois
$697K -$160K -16,867 -19%
AIA
67
Arrow Investment Advisors
Maryland
$688K +$662K +69,700 New
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$648K -$5.7K -600 -0.9%
Comerica Bank
69
Comerica Bank
Texas
$636K +$592K +62,325 New
LPL Financial
70
LPL Financial
California
$613K -$485K -51,021 -45%
Barclays
71
Barclays
United Kingdom
$598K +$530K +55,821 +1,164%
Citigroup
72
Citigroup
New York
$598K +$536K +56,460 +1,367%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$581K -$3.36K -354 -0.6%
Citadel Advisors
74
Citadel Advisors
Florida
$543K +$382K +40,247 +273%
FAF
75
Första AP-fonden
Sweden
$517K +$498K +52,400 New
1 2
3
4 5

IRT Hedge Fund Activity: Q2 2017 in Review

158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2017, worth a combined $511M — up 14% from $450M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IRT positions and 14 closed out — a net gain of 22 holders — while 67 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $17.1M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held Independence Realty Trust (IRT) as of Q2 2017, up from 136 in Q1 2017.
  • Funds reported $511M of Independence Realty Trust stock for Q2 2017, up 14% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q2 2017 and 14 closed out, a net change of +22 holders.
  • The largest Independence Realty Trust buyer in Q2 2017 was BlackRock, an estimated $17.1M added.
  • The largest Independence Realty Trust seller in Q2 2017 was Hilton Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2017.