We are live on ! Find out more
LOAN

Manhattan Bridge Capital

40 hedge funds and large institutions have $9.07M invested in Manhattan Bridge Capital in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

5% more funds holding

Funds holding: 3840 (+2)

0.01% less ownership

Funds ownership: 18.42%18.41% (-0.01%)

4% less capital invested

Capital invested by funds: $9.47M → $9.07M (-$401K)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.99M -$9.72K -1,750 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82M +$56.4K +10,158 +3%
SRC
3
Shufro Rose & Co
New York
$1.12M +$98.2K +17,675 +9%
Renaissance Technologies
4
Renaissance Technologies
New York
$645K +$11.2K +2,015 +2%
AWS
5
Atria Wealth Solutions
New York
$470K +$155K +27,902 +44%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$426K
AFG
7
Atomi Financial Group
New York
$242K +$259K +46,700 New
TFA
8
Tobias Financial Advisors
Florida
$234K -$12.7K -2,295 -5%
FFA
9
Fi3 Financial Advisors
Indiana
$176K -$22.5K -4,053 -11%
BA
10
Bellwether Advisors
Nebraska
$145K +$120K +21,577 +17%
State Street
11
State Street
Massachusetts
$137K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$130K
BRWA
13
B. Riley Wealth Advisors
Florida
$130K +$367 +66 +0.3%
BlackRock
14
BlackRock
New York
$120K +$3.77K +678 +3%
WA
15
Waddell & Associates
Tennessee
$112K -$81.9K -14,743 -12%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$103K -$84.2K -15,167 -43%
Osaic Holdings
17
Osaic Holdings
Arizona
$102K +$2.09K +377 +2%
NA
18
NewEdge Advisors
Louisiana
$100K
JIR
19
James Investment Research
Ohio
$100K
IAIM
20
International Assets Investment Management
Florida
$99.1K +$2.9K +522 +3%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$85.6K -$36.5K -6,573 -7%
Northern Trust
22
Northern Trust
Illinois
$80.9K +$7.48K +1,346 +9%
BCM
23
Bridgeway Capital Management
Texas
$78.8K
Citadel Advisors
24
Citadel Advisors
Florida
$71.5K +$76.6K +13,796 New
Morgan Stanley
25
Morgan Stanley
New York
$61.1K +$33.3K +6,000 +103%

LOAN Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Manhattan Bridge Capital (LOAN) for Q1 2023, worth a combined $9.07M — down 4.2% from $9.47M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LOAN positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $155K. The largest seller was Moneta Group Investment Advisors, cutting an estimated $205K.

  • 40 institutional investors held Manhattan Bridge Capital (LOAN) as of Q1 2023, up from 38 in Q4 2022.
  • Funds reported $9.07M of Manhattan Bridge Capital stock for Q1 2023, down 4.2% quarter-over-quarter.
  • 7 funds opened new Manhattan Bridge Capital positions in Q1 2023 and 5 closed out, a net change of +2 holders.
  • The largest Manhattan Bridge Capital buyer in Q1 2023 was Atria Wealth Solutions, an estimated $155K added.
  • The largest Manhattan Bridge Capital seller in Q1 2023 was Moneta Group Investment Advisors, an estimated $205K sold.

Based on aggregated 13F filings for Q1 2023.