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LOAN

Manhattan Bridge Capital

45 hedge funds and large institutions have $11.3M invested in Manhattan Bridge Capital in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $10.3M → $11.3M (+$1.09M)

0.27% less ownership

Funds ownership: 26.61%26.34% (-0.27%)

2% less funds holding

Funds holding: 4645 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
15
Closed
5
Calls
$54K
Puts
Net Calls
+$54K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91M +$230 +45 +0%
BA
2
Bard Associates
Illinois
$1.89M -$5.63K -1,100 -0.3%
MW
3
Melia Wealth
Oklahoma
$1.38M +$1.05M +205,486 +331%
SRC
4
Shufro Rose & Co
New York
$1.11M +$4.6K +900 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$963K +$112K +21,950 +13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$570K +$48.2K +9,416 +9%
HR
7
Hardy Reed
Mississippi
$435K +$680K +132,988 +44%
AWS
8
Atria Wealth Solutions
New York
$372K +$1.65K +322 +0.4%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$221K -$12.1K -2,361 -5%
BlackRock
10
BlackRock
New York
$220K +$2.63K +515 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$200K -$18.6K -3,645 -9%
TFA
12
Tobias Financial Advisors
Florida
$175K -$12.9K -2,516 -7%
IAIM
13
International Assets Investment Management
Florida
$139K +$7.61K +1,488 +6%
State Street
14
State Street
Massachusetts
$139K +$5.12K +1,000 +4%
PWPS
15
Pinnacle Wealth Planning Services
Ohio
$137K -$22.2K -4,333 -3%
BA
16
Bellwether Advisors
Nebraska
$135K -$135K -26,301 -16%
Citadel Advisors
17
Citadel Advisors
Florida
$133K +$43.6K +8,521 +49%
MGIA
18
Moneta Group Investment Advisors
Missouri
$127K +$36.7K +7,168 +41%
BRWA
19
B. Riley Wealth Advisors
Florida
$120K +$31.3K +6,117 +36%
NA
20
NewEdge Advisors
Louisiana
$99.6K -$5 -1 -0%
JIR
21
James Investment Research
Ohio
$99.6K
Osaic Holdings
22
Osaic Holdings
Arizona
$93.6K -$20.7K -4,043 -18%
BFIM
23
Beese Fulmer Investment Management
Ohio
$84.8K +$434K +84,759 New
BCM
24
Bridgeway Capital Management
Texas
$78.2K
Northern Trust
25
Northern Trust
Illinois
$77.2K -$639 -125 -0.8%

LOAN Hedge Fund Activity: Q2 2024 in Review

45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Manhattan Bridge Capital (LOAN) for Q2 2024, worth a combined $11.3M — up 11% from $10.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LOAN and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.

The largest buyer was Melia Wealth, adding an estimated $1.05M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $303K sold.

  • 45 institutional investors held Manhattan Bridge Capital (LOAN) as of Q2 2024, down from 46 in Q1 2024.
  • Funds reported $11.3M of Manhattan Bridge Capital stock for Q2 2024, up 11% quarter-over-quarter.
  • 4 funds opened new Manhattan Bridge Capital positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Manhattan Bridge Capital buyer in Q2 2024 was Melia Wealth, an estimated $1.05M added.
  • The largest Manhattan Bridge Capital seller in Q2 2024 was Portfolio Strategies, an estimated $303K sold.

Based on aggregated 13F filings for Q2 2024.