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Independence Realty Trust
IRT

145 hedge funds and large institutions have $421M invested in Independence Realty Trust in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

4% more funds holding

Funds holding: 139 → 145 (+6)

5% less capital invested

Capital invested by funds: $444M → $421M (-$23.4M)

34.92% less ownership

Funds ownership: 103.36% → 68.43% (-35%)

39% less call options, than puts

Call options by funds: $266K | Put options by funds: $438K

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
33
Increased
69
Reduced
27
Closed
26
Calls
$266K
Puts
$438K
Net Calls
-$172K
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$48.1M
2
VOAM
Vertex One Asset Management
British Columbia, Canada
+$15.8M
3
BIT
BlackRock Institutional Trust
California
+$11.9M
4
LSV Asset Management
LSV Asset Management
Illinois
+$9.79M
5
BFA
BlackRock Fund Advisors
California
+$6.98M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$46.3M
2
ECP
Empyrean Capital Partners
California
-$23.6M
3
WMSA
Weiss Multi-Strategy Advisers
New York
-$13.9M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$11.7M
5
UOC
UBS O'Connor
Illinois
-$8.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$528K +$267K +30,913 +109%
LPL Financial
77
LPL Financial
California
$514K +$494K +57,140 New
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$505K +$418K +48,300 +582%
AAM
79
Advisors Asset Management
Colorado
$484K -$5.95K -687 -1%
BC
80
BHR Capital
New York
$446K -$1.82M -210,000 -81%
DMK
81
David M. Knott
$446K +$433K +50,000 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$389K +$103K +11,898 +37%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$373K – – –
Nomura Asset Management
84
Nomura Asset Management
Japan
$365K +$119K +13,790 +51%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$363K -$95.4K -11,028 -21%
Bank of America
86
Bank of America
North Carolina
$359K +$57.6K +6,654 +20%
Allianz Asset Management
87
Allianz Asset Management
Germany
$329K +$152K +17,541 +90%
BA
88
BlackRock Advisors
Delaware
$328K +$103K +11,888 +48%
Canada Life
89
Canada Life
Manitoba, Canada
$324K +$151K +17,421 +92%
NI
90
Numeric Investors
Massachusetts
$315K +$305K +35,300 New
IPC
91
Independent Portfolio Consultants
Florida
$304K +$295K +34,085 New
MPAM
92
Monarch Partners Asset Management
Massachusetts
$303K +$294K +33,920 New
US Bancorp
93
US Bancorp
Minnesota
$280K +$2.43K +281 +0.9%
FAAS
94
First Allied Advisory Services
California
$273K -$178K -20,513 -40%
LCM
95
Landscape Capital Management
New Jersey
$269K +$261K +30,208 New
MCM
96
Matarin Capital Management
New York
$249K -$54.5K -6,300 -18%
Federated Hermes
97
Federated Hermes
Pennsylvania
$223K – – –
AIG
98
American International Group
New York
$207K -$528 -61 -0.3%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$207K – – –
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$199K +$493 +57 +0.3%
2 3
4
5 6

IRT Hedge Fund Activity: Q4 2016 in Review

145 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2016, worth a combined $421M — down 5.3% from $444M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IRT positions and 26 closed out — a net gain of 7 holders — while 69 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $48.1M. The largest seller was Citigroup, cutting an estimated $46.3M.

  • 145 institutional investors held Independence Realty Trust (IRT) as of Q4 2016, up from 139 in Q3 2016.
  • Funds reported $421M of Independence Realty Trust stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 33 funds opened new Independence Realty Trust positions in Q4 2016 and 26 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $48.1M added.
  • The largest Independence Realty Trust seller in Q4 2016 was Citigroup, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2016.