Manhattan Bridge Capital
LOAN
27 hedge funds and large institutions have $4.62M invested in Manhattan Bridge Capital in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
8% more funds holding
Funds holding: 25 → 27 (+2)
0.79% more ownership
Funds ownership: 13.7% → 14.49% (+0.79%)
37% less capital invested
Capital invested by funds: $7.32M → $4.62M (-$2.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$565K |
| 2 |
HR
Hardy Reed
Tupelo,
Mississippi
|
+$413K |
| 3 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$89.4K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61.9K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$40K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$303K |
| 2 |
Morgan Stanley
New York
|
-$152K |
| 3 |
Renaissance Technologies
New York
|
-$149K |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$42K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$16.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWCA
26
J.W. Cole Advisors
Tampa,
Florida
| – | -$303K | -47,699 | Closed |
|
|
CWM
27
Centric Wealth Management
Chicago,
Illinois
| – | -$42K | -41,869 | Closed |
|
|
RI
28
Ridgewood Investments
Springfield,
New Jersey
| – | -$11K | -11,120 | Closed |
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$9K | -1,429 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | +$6 | +1 | +100% |
|
31
Wells Fargo
San Francisco,
California
| – | +$269 | +48 | New |
|
LOAN Hedge Fund Activity: Q1 2020 in Review
27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Manhattan Bridge Capital (LOAN) for Q1 2020, worth a combined $4.62M — down 37% from $7.32M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LOAN positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Capital Planning Advisors, adding an estimated $565K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $303K sold.
- 27 institutional investors held Manhattan Bridge Capital (LOAN) as of Q1 2020, up from 25 in Q4 2019.
- Funds reported $4.62M of Manhattan Bridge Capital stock for Q1 2020, down 37% quarter-over-quarter.
- 7 funds opened new Manhattan Bridge Capital positions in Q1 2020 and 4 closed out, a net change of +3 holders.
- The largest Manhattan Bridge Capital buyer in Q1 2020 was Capital Planning Advisors, an estimated $565K added.
- The largest Manhattan Bridge Capital seller in Q1 2020 was J.W. Cole Advisors, an estimated $303K sold.
Based on aggregated 13F filings for Q1 2020.