Independence Realty Trust
169 hedge funds and large institutions have $690M invested in Independence Realty Trust in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 14 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
137% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $538K
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
19% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 54
6% more funds holding
Funds holding: 160 → 169 (+9)
3.28% more ownership
Funds ownership: 78.65% → 81.93% (+3.3%)
5% more capital invested
Capital invested by funds: $658M → $690M (+$32.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$12.4M |
| 2 |
Renaissance Technologies
New York
|
+$5.63M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.46M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.44M |
| 5 |
Jennison Associates
New York
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$8.3M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$7.78M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.27M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.92M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
176
Oppenheimer & Co
New York
| – | -$138K | -13,562 | Closed |
|
177
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$120K | -11,762 | Closed |
|
178
Verition Fund Management
Greenwich,
Connecticut
| – | -$112K | -11,012 | Closed |
|
179
SG Americas Securities
New York
| – | -$105K | -10,348 | Closed |
|
|
N
180
Natixis
Paris,
France
| – | -$105K | -10,297 | Closed |
|
|
PCM
181
Prelude Capital Management
New York
| – | -$68K | -6,700 | Closed |
|
|
MFW
182
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$61K | -6,000 | Closed |
|
|
MAM
183
Meeder Asset Management
Dublin,
Ohio
| – | -$16K | -1,606 | Closed |
|
IRT Hedge Fund Activity: Q4 2017 in Review
169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2017, worth a combined $690M — up 4.9% from $658M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IRT positions and 14 closed out — a net gain of 9 holders — while 64 added to existing stakes and 54 trimmed.
The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was Highland Capital Management (Texas), cutting an estimated $8.3M.
- 169 institutional investors held Independence Realty Trust (IRT) as of Q4 2017, up from 160 in Q3 2017.
- Funds reported $690M of Independence Realty Trust stock for Q4 2017, up 4.9% quarter-over-quarter.
- 23 funds opened new Independence Realty Trust positions in Q4 2017 and 14 closed out, a net change of +9 holders.
- The largest Independence Realty Trust buyer in Q4 2017 was BlackRock, an estimated $12.4M added.
- The largest Independence Realty Trust seller in Q4 2017 was Highland Capital Management (Texas), an estimated $8.3M sold.
Based on aggregated 13F filings for Q4 2017.