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LOAN

Manhattan Bridge Capital

38 hedge funds and large institutions have $9.47M invested in Manhattan Bridge Capital in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0.22% more ownership

Funds ownership: 18.2%18.42% (+0.22%)

5% less capital invested

Capital invested by funds: $9.94M → $9.47M (-$466K)

7% less funds holding

Funds holding: 4138 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
11
Closed
9
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$2.1M -$21.1K -3,800 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82M +$799 +144 +0%
SRC
3
Shufro Rose & Co
New York
$1.05M +$22.2K +4,000 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$653K -$88.3K -15,915 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$443K +$3.58K +645 +0.8%
AWS
6
Atria Wealth Solutions
New York
$343K +$241K +43,442 +224%
MGIA
7
Moneta Group Investment Advisors
Missouri
$273K -$40K -7,206 -13%
TFA
8
Tobias Financial Advisors
Florida
$253K -$12.5K -2,248 -5%
FFA
9
Fi3 Financial Advisors
Indiana
$203K -$22.3K -4,009 -10%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$187K -$27.9K -5,024 -12%
TWM
11
Thrive Wealth Management
Pennsylvania
$163K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$157K +$119K +21,420 New
State Street
13
State Street
Massachusetts
$146K
AWP
14
Abacus Wealth Partners
California
$145K -$17.1K -3,076 -10%
BRWA
15
B. Riley Wealth Advisors
Florida
$136K -$32.9K -5,933 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$134K -$622 -112 -0.4%
WA
17
Waddell & Associates
Tennessee
$126K +$702K +126,429 New
BA
18
Bellwether Advisors
Nebraska
$124K +$250K +45,122 +57%
BlackRock
19
BlackRock
New York
$120K +$8.7K +1,567 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$104K +$1.47K +265 +1%
NA
21
NewEdge Advisors
Louisiana
$103K
JIR
22
James Investment Research
Ohio
$103K
IAIM
23
International Assets Investment Management
Florida
$99.3K +$19.3K +3,480 +23%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$92.2K -$94.5K -17,020 -16%
BCM
25
Bridgeway Capital Management
Texas
$82K +$21.7K +3,916 +35%

LOAN Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Manhattan Bridge Capital (LOAN) for Q4 2022, worth a combined $9.47M — down 4.7% from $9.94M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LOAN and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $702K. The largest seller was Newbridge Financial Services Group, exiting entirely with an estimated $255K sold.

  • 38 institutional investors held Manhattan Bridge Capital (LOAN) as of Q4 2022, down from 41 in Q3 2022.
  • Funds reported $9.47M of Manhattan Bridge Capital stock for Q4 2022, down 4.7% quarter-over-quarter.
  • 7 funds opened new Manhattan Bridge Capital positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest Manhattan Bridge Capital buyer in Q4 2022 was Waddell & Associates, an estimated $702K added.
  • The largest Manhattan Bridge Capital seller in Q4 2022 was Newbridge Financial Services Group, an estimated $255K sold.

Based on aggregated 13F filings for Q4 2022.