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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
CAW
176
Cornerstone Advisors (Washington)
Washington
$1K – – –
First Manhattan
177
First Manhattan
New York
$1K – – –
PFBT
178
Parkside Financial Bank & Trust
Missouri
$1K – – –
FGAM
179
Financial Gravity Asset Management
Texas
$1K +$71 +7 +11%
CF
180
Centaurus Financial
California
$335 -$585K -57,300 -100%
OAM
181
Oxford Asset Management
United Kingdom
– -$2.1M -203,193 Closed
PCM
182
Piermont Capital Management
Missouri
– -$1.76M -171,113 Closed
Norges Bank
183
Norges Bank
Norway
– -$1.29M -125,000 Closed
PAM
184
PVG Asset Management
Colorado
– -$1.27M -122,937 Closed
AWA
185
Arete Wealth Advisors
Illinois
– -$764K -74,100 Closed
SCM
186
Sterling Capital Management
North Carolina
– -$430K -41,734 Closed
State Board of Administration of Florida Retirement System
187
State Board of Administration of Florida Retirement System
Florida
– -$407K -39,453 Closed
Squarepoint
188
Squarepoint
New York
– -$285K -27,605 Closed
RA
189
Rational Advisors
New York
– -$246K -23,820 Closed
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$171K -16,625 Closed
SCC
191
Spring Creek Capital
Kansas
– -$146K -14,113 Closed
TRCT
192
Tower Research Capital (TRC)
New York
– -$123K -11,920 Closed
BCA
193
Bray Capital Advisors
Florida
– -$33K -3,170 Closed
RCG
194
Ruggie Capital Group
Florida
– -$32K -3,071 Closed
MA
195
MUFG Americas
New York
– -$15K -1,499 Closed
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
– -$4K -346 Closed
GWS
197
Glassman Wealth Services
Virginia
– -$797 -78 -74%
SPIA
198
Steward Partners Investment Advisory
New York
– -$1K -61 Closed
CAG
199
Csenge Advisory Group
Florida
– +$368 +36 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.