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Independence Realty Trust
IRT

160 hedge funds and large institutions have $658M invested in Independence Realty Trust in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

187% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $646K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

29% more capital invested

Capital invested by funds: $511M → $658M (+$147M)

3.79% more ownership

Funds ownership: 74.87% → 78.65% (+3.8%)

1% more funds holding

Funds holding: 158 → 160 (+2)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
93
Reduced
23
Closed
16
Calls
$1.85M
Puts
$646K
Net Calls
+$1.21M
Net Calls Change
-$280K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$43.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.3M
3
Jennison Associates
Jennison Associates
New York
+$12.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$10.4M
5
B
Barings
North Carolina
+$9.43M

Top Sellers

Rank Fund Capital Flow
1
VOAM
Vertex One Asset Management
British Columbia, Canada
-$15.7M
2
OAM
Orinda Asset Management
California
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
4
HCMT
Highland Capital Management (Texas)
Texas
-$979K
5
LPL Financial
LPL Financial
California
-$613K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$1.32M -$237K -23,473 -15%
TA
52
Teachers Advisors
New York
$1.3M +$8.34K +825 +0.6%
Norges Bank
53
Norges Bank
Norway
$1.27M +$1.26M +125,000 New
Morgan Stanley
54
Morgan Stanley
New York
$1.25M +$314K +31,108 +34%
NFA
55
Nationwide Fund Advisors
Ohio
$1.25M +$69.7K +6,891 +6%
CS
56
Credit Suisse
Switzerland
$1.15M +$188K +18,568 +20%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.13M -$120K -11,908 -10%
SSWM
58
Sheets Smith Wealth Management
North Carolina
$1.1M – – –
SO
59
STRS Ohio
Ohio
$1.09M -$21.5K -2,126 -2%
PPA
60
Parametric Portfolio Associates
Washington
$1.08M +$90.9K +8,988 +9%
IA
61
IndexIQ Advisors
New York
$1.04M +$188K +18,645 +22%
SAM
62
Shell Asset Management
Netherlands
$956K -$22.2K -2,200 -2%
AWA
63
Arete Wealth Advisors
Illinois
$954K – – –
EMFAT
64
Emerald Mutual Fund Advisers Trust
Pennsylvania
$944K – – –
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$936K +$267K +26,391 +40%
LCM
66
Laurion Capital Management
New York
$935K +$930K +91,983 New
Comerica Bank
67
Comerica Bank
Texas
$873K +$233K +23,095 +37%
First Trust Advisors
68
First Trust Advisors
Illinois
$872K +$716K +70,846 +475%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$870K +$454K +44,922 +111%
Barclays
70
Barclays
United Kingdom
$861K +$242K +23,969 +40%
SCM
71
Sterling Capital Management
North Carolina
$852K +$847K +83,823 New
KBC Group
72
KBC Group
Belgium
$849K +$465K +46,007 +123%
Macquarie Group
73
Macquarie Group
Australia
$837K – – –
FAF
74
Första AP-fonden
Sweden
$799K +$265K +26,200 +50%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$794K +$194K +19,142 +33%
1 2
3
4 5

IRT Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2017, worth a combined $658M — up 29% from $511M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IRT positions and 16 closed out — a net gain of 5 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $43.9M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $15.7M sold.

  • 160 institutional investors held Independence Realty Trust (IRT) as of Q3 2017, up from 158 in Q2 2017.
  • Funds reported $658M of Independence Realty Trust stock for Q3 2017, up 29% quarter-over-quarter.
  • 21 funds opened new Independence Realty Trust positions in Q3 2017 and 16 closed out, a net change of +5 holders.
  • The largest Independence Realty Trust buyer in Q3 2017 was BlackRock, an estimated $43.9M added.
  • The largest Independence Realty Trust seller in Q3 2017 was Vertex One Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.