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Independence Realty Trust

145 hedge funds and large institutions have $421M invested in Independence Realty Trust in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

4% more funds holding

Funds holding: 139145 (+6)

5% less capital invested

Capital invested by funds: $444M → $421M (-$23.4M)

34.92% less ownership

Funds ownership: 103.36%68.43% (-35%)

39% less call options, than puts

Call options by funds: $266K | Put options by funds: $438K

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
33
Increased
69
Reduced
27
Closed
26
Calls
$266K
Puts
$438K
Net Calls
-$172K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.4M +$48.1M +5,560,867 +279%
HCMT
2
Highland Capital Management (Texas)
Texas
$33.4M -$3.32M -383,167 -9%
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$22.3M +$15.8M +1,823,043 +270%
BIT
4
BlackRock Institutional Trust
California
$19.9M +$11.9M +1,371,553 +160%
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.9M -$1.65M -191,094 -9%
BFA
6
BlackRock Fund Advisors
California
$17.7M +$6.98M +806,721 +68%
State Street
7
State Street
Massachusetts
$16.5M +$4.55M +526,231 +40%
LSV Asset Management
8
LSV Asset Management
Illinois
$12.7M +$9.79M +1,131,003 +383%
HCM
9
Hilton Capital Management
New York
$9.86M +$1.75M +202,254 +22%
RJA
10
Raymond James & Associates
Florida
$9.53M +$295K +34,129 +3%
OAM
11
Orinda Asset Management
California
$9.36M +$4.86M +561,284 +115%
William Blair & Company
12
William Blair & Company
Illinois
$9.32M +$993K +114,733 +12%
SSA
13
Schonfeld Strategic Advisors
New York
$8.78M -$135K -15,639 -2%
Invesco
14
Invesco
Georgia
$8.78M -$961K -111,078 -10%
Northern Trust
15
Northern Trust
Illinois
$8.57M +$2.76M +319,309 +50%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$7.79M +$649K +75,000 +9%
CCM
17
Chilton Capital Management
Texas
$7.52M +$5.95M +687,590 +443%
Morgan Stanley
18
Morgan Stanley
New York
$7M +$3.57M +412,553 +111%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6M +$2.04M +236,001 +54%
FP
20
Foundry Partners
Minnesota
$5.63M +$1.29M +149,205 +31%
N
21
Nuveen
North Carolina
$4.81M -$2.6M -300,890 -36%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.7M +$1.34M +155,101 +42%
SM
23
Senvest Management
New York
$4.25M +$229K +26,512 +6%
ECA
24
Endeavour Capital Advisors
Connecticut
$4.23M +$645K +74,500 +19%
AA
25
Ancora Advisors
Ohio
$4.16M +$2.9M +335,107 +256%

IRT Hedge Fund Activity: Q4 2016 in Review

145 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2016, worth a combined $421M — down 5.3% from $444M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IRT positions and 26 closed out — a net gain of 7 holders — while 69 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $48.1M. The largest seller was Citigroup, cutting an estimated $46.3M.

  • 145 institutional investors held Independence Realty Trust (IRT) as of Q4 2016, up from 139 in Q3 2016.
  • Funds reported $421M of Independence Realty Trust stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 33 funds opened new Independence Realty Trust positions in Q4 2016 and 26 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $48.1M added.
  • The largest Independence Realty Trust seller in Q4 2016 was Citigroup, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2016.