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Independence Realty Trust
IRT

183 hedge funds and large institutions have $806M invested in Independence Realty Trust in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $761M → $806M (+$44.6M)

3% more funds holding

Funds holding: 178 → 183 (+5)

2.4% more ownership

Funds ownership: 84.9% → 87.3% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

21% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.54M

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
62
Closed
18
Calls
$1.21M
Puts
$1.54M
Net Calls
-$323K
Net Calls Change
+$935K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$16.3M
2
BlackRock
BlackRock
New York
+$10.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$8.71M
4
N
Nuveen
North Carolina
+$7.21M
5
Wells Fargo
Wells Fargo
California
+$5.45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$6.1M
2
HCMT
Highland Capital Management (Texas)
Texas
-$5.97M
3
OAM
Oxford Asset Management
United Kingdom
-$2.1M
4
PCM
Piermont Capital Management
Missouri
-$1.76M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
126
Rowland Carmichael Advisors
Arizona
$200K – – –
MC
127
Miles Capital
Iowa
$185K +$179K +17,530 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$184K +$179K +17,512 New
CSS
129
Cubist Systematic Strategies
Connecticut
$180K +$57.2K +5,600 +49%
ECM
130
Everence Capital Management
Indiana
$169K – – –
First Trust Advisors
131
First Trust Advisors
Illinois
$165K -$979K -95,894 -86%
TSS
132
Two Sigma Securities
New York
$165K +$160K +15,708 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$161K +$32.4K +3,170 +26%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$160K -$5.06K -495 -3%
AG
135
Aperio Group
California
$157K +$15.8K +1,545 +12%
PA
136
Profund Advisors
Maryland
$154K -$15.3K -1,496 -9%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$152K – – –
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$152K +$2.59K +254 +2%
RJT
139
Raymond James Trust
Florida
$149K +$145K +14,183 New
SOAMC
140
Spirit of America Management Corp
New York
$148K – – –
AG
141
Advisor Group
Arizona
$147K +$72.9K +7,137 +104%
USAA
142
United Services Automobile Association
Texas
$143K – – –
HSBC Holdings
143
HSBC Holdings
United Kingdom
$141K +$27K +2,648 +25%
ProShare Advisors
144
ProShare Advisors
Maryland
$136K -$14.4K -1,414 -10%
AB
145
Amalgamated Bank
New York
$132K -$1.74K -170 -1%
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$129K +$19.4K +1,900 +18%
OC
147
Oppenheimer & Co
New York
$127K – – –
CIBC Asset Management
148
CIBC Asset Management
Ontario, Canada
$125K – – –
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$108K -$71.4K -6,989 -41%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$106K +$103K +10,050 New
4 5
6
7 8

IRT Hedge Fund Activity: Q3 2018 in Review

183 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2018, worth a combined $806M — up 5.9% from $761M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IRT positions and 18 closed out — a net gain of 7 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.3M. The largest seller was Principal Financial Group, cutting an estimated $6.1M.

  • 183 institutional investors held Independence Realty Trust (IRT) as of Q3 2018, up from 178 in Q2 2018.
  • Funds reported $806M of Independence Realty Trust stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 25 funds opened new Independence Realty Trust positions in Q3 2018 and 18 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $16.3M added.
  • The largest Independence Realty Trust seller in Q3 2018 was Principal Financial Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.