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Independence Realty Trust

160 hedge funds and large institutions have $658M invested in Independence Realty Trust in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

187% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $646K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

29% more capital invested

Capital invested by funds: $511M → $658M (+$147M)

3.79% more ownership

Funds ownership: 74.87%78.65% (+3.8%)

1% more funds holding

Funds holding: 158160 (+2)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
93
Reduced
23
Closed
16
Calls
$1.85M
Puts
$646K
Net Calls
+$1.21M
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$43.9M +4,338,402 +65%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M +$19.3M +1,911,961 +23%
AllianceBernstein
3
AllianceBernstein
Tennessee
$47.3M +$4.43M +437,891 +10%
HCMT
4
Highland Capital Management (Texas)
Texas
$33.2M -$979K -96,800 -3%
State Street
5
State Street
Massachusetts
$26.3M +$3.59M +354,935 +16%
Invesco
6
Invesco
Georgia
$23.2M +$8.94M +884,409 +63%
Principal Financial Group
7
Principal Financial Group
Iowa
$21.6M +$10.4M +1,026,415 +94%
LSV Asset Management
8
LSV Asset Management
Illinois
$20.4M +$2.37M +234,900 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.3M +$1.12M +110,394 +9%
Jennison Associates
10
Jennison Associates
New York
$12.7M +$12.6M +1,250,000 New
Northern Trust
11
Northern Trust
Illinois
$12.6M +$538K +53,178 +4%
GXMC
12
Global X Management Company
New York
$10.9M +$556K +54,989 +5%
William Blair & Company
13
William Blair & Company
Illinois
$10.8M +$411K +40,688 +4%
RJA
14
Raymond James & Associates
Florida
$10.8M -$32.3K -3,194 -0.3%
CCM
15
Chilton Capital Management
Texas
$10.4M +$2.19M +216,279 +27%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$9.64M +$505K +50,000 +6%
N
17
Nuveen
North Carolina
$9.53M +$2.84M +281,064 +43%
B
18
Barings
North Carolina
$9.49M +$9.43M +933,130 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$8.71M +$204K +20,192 +2%
Charles Schwab
20
Charles Schwab
California
$8.71M +$4.36M +431,762 +102%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.85M +$1.99M +196,470 +34%
Citadel Advisors
22
Citadel Advisors
Florida
$7.73M +$7.13M +704,887 +1,281%
FP
23
Foundry Partners
Minnesota
$7.64M +$1.18M +116,825 +18%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.81M +$1.04M +102,976 +18%
OAM
25
Orinda Asset Management
California
$6.52M -$1.7M -168,489 -21%

IRT Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2017, worth a combined $658M — up 29% from $511M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IRT positions and 16 closed out — a net gain of 5 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $43.9M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $15.7M sold.

  • 160 institutional investors held Independence Realty Trust (IRT) as of Q3 2017, up from 158 in Q2 2017.
  • Funds reported $658M of Independence Realty Trust stock for Q3 2017, up 29% quarter-over-quarter.
  • 21 funds opened new Independence Realty Trust positions in Q3 2017 and 16 closed out, a net change of +5 holders.
  • The largest Independence Realty Trust buyer in Q3 2017 was BlackRock, an estimated $43.9M added.
  • The largest Independence Realty Trust seller in Q3 2017 was Vertex One Asset Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2017.