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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
OC
126
Oppenheimer & Co
New York
$138K +$137K +13,562 New
AQR Capital Management
127
AQR Capital Management
Connecticut
$136K -$236K -23,360 -64%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$129K – – –
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$120K +$5.68K +562 +5%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$119K +$28.3K +2,800 +31%
PA
131
Profund Advisors
Maryland
$117K +$10.8K +1,072 +10%
OAM
132
Oppenheimer Asset Management
New York
$116K +$12.4K +1,222 +12%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$116K +$63.2K +6,250 +122%
WS
134
Wedbush Securities
California
$114K -$13.5K -1,332 -11%
Verition Fund Management
135
Verition Fund Management
Connecticut
$112K +$111K +11,012 New
AG
136
Advisor Group
Arizona
$110K +$4.95K +490 +5%
N
137
Natixis
France
$105K +$104K +10,297 New
SG Americas Securities
138
SG Americas Securities
New York
$105K +$105K +10,348 New
LPC
139
Loeb Partners Corp
New York
$102K +$101K +10,000 New
PI
140
PineBridge Investments
New York
$87K +$7.71K +763 +10%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$83K +$24.3K +2,406 +42%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$82K +$263 +26 +0.3%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$77K +$1.6K +158 +2%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$72K – – –
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$70K +$17.2K +1,700 +33%
PCM
146
Prelude Capital Management
New York
$68K -$107K -10,600 -61%
AIP
147
Ameritas Investment Partners
Nebraska
$62K – – –
MFW
148
Mosaic Family Wealth
Missouri
$61K – – –
RCG
149
Ruggie Capital Group
Florida
$31K – – –
MA
150
MUFG Americas
New York
$30K +$728 +72 +2%
4 5
6
7 8

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.