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Independence Realty Trust

95 hedge funds and large institutions have $166M invested in Independence Realty Trust in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

85% more capital invested

Capital invested by funds: $89.7M → $166M (+$76.1M)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

15.63% more ownership

Funds ownership: 34.69%50.32% (+16%)

7% more funds holding

Funds holding: 8995 (+6)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1
Senator Investment Group
New York
$27.6M +$29.3M +3,827,035 New
MAC
2
Monarch Alternative Capital
New York
$25M +$26.6M +3,472,358 New
BC
3
BHR Capital
New York
$16.1M +$5.84M +763,110 +52%
AllianceBernstein
4
AllianceBernstein
Tennessee
$7.74M +$8.21M +1,073,140 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.64M +$2.7M +353,005 +50%
William Blair & Company
6
William Blair & Company
Illinois
$5.96M +$267K +34,837 +4%
BFA
7
BlackRock Fund Advisors
California
$5.85M +$1.34M +175,631 +28%
PMG
8
Private Management Group
California
$5.8M +$6.16M +804,332 New
RJA
9
Raymond James & Associates
Florida
$5.76M +$43.9K +5,734 +0.7%
PAM
10
PVG Asset Management
Colorado
$4.53M -$1.24M -162,049 -20%
FM
11
Forward Management
California
$4.36M +$4.63M +605,143 New
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$3.63M +$984K +128,601 +34%
Northern Trust
13
Northern Trust
Illinois
$2.94M +$2.71M +354,186 +660%
RA
14
RMR Advisors
Massachusetts
$2.82M
BIT
15
BlackRock Institutional Trust
California
$2.76M +$1.43M +187,333 +96%
FP
16
Foundry Partners
Minnesota
$2.74M +$755K +98,590 +35%
YMRC
17
Yorktown Management & Research Company
Virginia
$2.65M -$207K -27,000 -7%
OAM
18
Orinda Asset Management
California
$2.62M +$824K +107,686 +42%
State Street
19
State Street
Massachusetts
$2.58M +$1.14M +149,570 +72%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.82M +$274K +35,824 +17%
AAP
21
Ardsley Advisory Partners
Connecticut
$1.66M -$6.3M -822,800 -78%
MCP
22
Moab Capital Partners
New York
$1.62M +$1.72M +224,603 New
BA
23
Bard Associates
Illinois
$1.53M -$23.7K -3,100 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.52M +$376K +49,166 +30%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.19M -$584K -76,342 -32%

IRT Hedge Fund Activity: Q3 2015 in Review

95 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2015, worth a combined $166M — up 85% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IRT positions and 16 closed out — a net gain of 6 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $29.3M. The largest seller was Ardsley Advisory Partners, cutting an estimated $6.3M.

  • 95 institutional investors held Independence Realty Trust (IRT) as of Q3 2015, up from 89 in Q2 2015.
  • Funds reported $166M of Independence Realty Trust stock for Q3 2015, up 85% quarter-over-quarter.
  • 22 funds opened new Independence Realty Trust positions in Q3 2015 and 16 closed out, a net change of +6 holders.
  • The largest Independence Realty Trust buyer in Q3 2015 was Senator Investment Group, an estimated $29.3M added.
  • The largest Independence Realty Trust seller in Q3 2015 was Ardsley Advisory Partners, an estimated $6.3M sold.

Based on aggregated 13F filings for Q3 2015.