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LOAN

Manhattan Bridge Capital

38 hedge funds and large institutions have $9.05M invested in Manhattan Bridge Capital in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3.95% more ownership

Funds ownership: 17.76%21.71% (+4%)

3% more funds holding

Funds holding: 3738 (+1)

2% more capital invested

Capital invested by funds: $8.88M → $9.05M (+$162K)

100% less call options, than puts

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

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
12
Closed
5
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.83M -$4.08K -850 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.75M +$41.3K +8,594 +2%
SRC
3
Shufro Rose & Co
New York
$1.05M +$1.92K +400 +0.2%
Renaissance Technologies
4
Renaissance Technologies
New York
$566K -$59.5K -12,399 -10%
AWS
5
Atria Wealth Solutions
New York
$534K +$56.1K +11,680 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$480K +$303 +63 +0.1%
SIA
7
Soltis Investment Advisors
Utah
$389K +$389K +81,100 New
HR
8
Hardy Reed
Mississippi
$332K +$1.43M +298,096 +872%
TFA
9
Tobias Financial Advisors
Florida
$197K -$9.79K -2,039 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$186K +$25.5K +5,300 +16%
BA
11
Bellwether Advisors
Nebraska
$161K +$150K +31,184 +24%
BlackRock
12
BlackRock
New York
$142K +$26.1K +5,435 +23%
State Street
13
State Street
Massachusetts
$125K -$2.4K -500 -2%
FFA
14
Fi3 Financial Advisors
Indiana
$124K -$19.9K -4,141 -14%
IAIM
15
International Assets Investment Management
Florida
$105K +$16.6K +3,452 +18%
Osaic Holdings
16
Osaic Holdings
Arizona
$103K +$12.3K +2,563 +14%
WA
17
Waddell & Associates
Tennessee
$98.6K +$71.5K +14,882 +17%
JIR
18
James Investment Research
Ohio
$93.1K
NA
19
NewEdge Advisors
Louisiana
$93.1K
MGIA
20
Moneta Group Investment Advisors
Missouri
$88.2K -$1.01K -211 -1%
BRWA
21
B. Riley Wealth Advisors
Florida
$82.2K -$38.4K -7,991 -32%
Northern Trust
22
Northern Trust
Illinois
$74.1K -$619 -129 -0.8%
BCM
23
Bridgeway Capital Management
Texas
$73K
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$72K
RWM
25
Ritholtz Wealth Management
New York
$51.9K

LOAN Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Manhattan Bridge Capital (LOAN) for Q3 2023, worth a combined $9.05M — up 1.8% from $8.88M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LOAN positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Hardy Reed, adding an estimated $1.43M. The largest seller was Atomi Financial Group, exiting entirely with an estimated $236K sold.

  • 38 institutional investors held Manhattan Bridge Capital (LOAN) as of Q3 2023, up from 37 in Q2 2023.
  • Funds reported $9.05M of Manhattan Bridge Capital stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new Manhattan Bridge Capital positions in Q3 2023 and 5 closed out, a net change of +1 holder.
  • The largest Manhattan Bridge Capital buyer in Q3 2023 was Hardy Reed, an estimated $1.43M added.
  • The largest Manhattan Bridge Capital seller in Q3 2023 was Atomi Financial Group, an estimated $236K sold.

Based on aggregated 13F filings for Q3 2023.