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Independence Realty Trust
IRT

73 hedge funds and large institutions have $105M invested in Independence Realty Trust in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

38% more capital invested

Capital invested by funds: $76.4M → $105M (+$28.7M)

22% more funds holding

Funds holding: 60 → 73 (+13)

4.9% more ownership

Funds ownership: 30.6% → 35.51% (+4.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
37
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
BHR Capital
New York
+$4.28M
2
AAP
Ardsley Advisory Partners
Connecticut
+$4.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.24M
4
N
Nuveen
North Carolina
+$2.42M
5
WCM
Wedge Capital Management
North Carolina
+$1.29M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.16M
2
Goldman Sachs
Goldman Sachs
New York
-$230K
3
MC
Menta Capital
California
-$211K
4
Asset Management One
Asset Management One
Japan
-$133K
5
Bank of America
Bank of America
North Carolina
-$39.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
BHR Capital
New York
$13.7M +$4.28M +450,000 +44%
AAP
2
Ardsley Advisory Partners
Connecticut
$10.2M +$4.04M +425,000 +63%
PAM
3
PVG Asset Management
Colorado
$7.59M +$7.76M +815,760 New
RJA
4
Raymond James & Associates
Florida
$7.28M +$880K +92,455 +13%
N
5
Nuveen
North Carolina
$6.85M +$2.42M +254,193 +53%
HCM
6
Hilton Capital Management
New York
$5.76M +$287K +30,173 +5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.7M +$40K +4,200 +0.7%
Morgan Stanley
8
Morgan Stanley
New York
$4.58M +$3.24M +340,815 +225%
YMRC
9
Yorktown Management & Research Company
Virginia
$3.67M +$999K +105,000 +36%
William Blair & Company
10
William Blair & Company
Illinois
$3.34M +$873K +91,763 +34%
OAM
11
Orinda Asset Management
California
$3.2M +$826K +86,823 +34%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$3.07M – – –
RA
13
RMR Advisors
Massachusetts
$2.83M +$381K +40,000 +15%
BA
14
Bard Associates
Illinois
$2.12M -$3.81K -400 -0.2%
FP
15
Foundry Partners
Minnesota
$1.96M +$154K +16,220 +8%
EVC
16
Eidelman Virant Capital
Missouri
$1.47M +$481K +50,600 +47%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.27M +$190K +20,000 +18%
WCM
18
Wedge Capital Management
North Carolina
$1.26M +$1.29M +135,800 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.21M +$1M +105,267 +421%
BI
20
Bulldog Investors
New Jersey
$1.19M +$1.22M +128,175 New
SOAMC
21
Spirit of America Management Corp
New York
$1.18M +$456K +47,924 +61%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.01M +$476K +50,000 +85%
SIC
23
Salem Investment Counselors
North Carolina
$884K +$476K +50,000 +111%
AW
24
ACG Wealth
Georgia
$881K +$6.17K +649 +0.7%
Victory Capital Management
25
Victory Capital Management
Texas
$844K +$862K +90,640 New
1
2 3 4

IRT Hedge Fund Activity: Q4 2014 in Review

73 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2014, worth a combined $105M — up 38% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IRT positions and 3 closed out — a net gain of 16 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was BHR Capital, adding an estimated $4.28M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $1.16M sold.

  • 73 institutional investors held Independence Realty Trust (IRT) as of Q4 2014, up from 60 in Q3 2014.
  • Funds reported $105M of Independence Realty Trust stock for Q4 2014, up 38% quarter-over-quarter.
  • 19 funds opened new Independence Realty Trust positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Independence Realty Trust buyer in Q4 2014 was BHR Capital, an estimated $4.28M added.
  • The largest Independence Realty Trust seller in Q4 2014 was Balyasny Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2014.