New England Realty Associates
NEN
7 hedge funds and large institutions have $1.3M invested in New England Realty Associates in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
36% more capital invested
Capital invested by funds: $955K → $1.3M (+$341K)
0.14% more ownership
Funds ownership: 0.76% → 0.9% (+0.14%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$200K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$14.3K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Invesco
Atlanta,
Georgia
| $813K | – | – | – |
|
|
2
Morgan Stanley
New York
| $210K | +$200K | +4,560 | New |
|
3
California Public Employees Retirement System
Sacramento,
California
| $181K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $61K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $22K | +$21.1K | +480 | +48,000% |
|
|
BPBT
6
Boston Private Bank & Trust
Boston,
Massachusetts
| $6K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $3K | -$14.3K | -326 | -84% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$8K | -200 | Closed |
|
NEN Hedge Fund Activity: Q3 2013 in Review
7 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q3 2013, worth a combined $1.3M — up 36% from $955K a quarter earlier.
Fund positioning in NEN was balanced in Q3 2013: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $200K. The largest seller was UBS, cutting an estimated $14.3K.
- 7 institutional investors held New England Realty Associates (NEN) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.3M of New England Realty Associates stock for Q3 2013, up 36% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q3 2013 and 1 closed out, a net change of 0 holders.
- The largest New England Realty Associates buyer in Q3 2013 was Morgan Stanley, an estimated $200K added.
- The largest New England Realty Associates seller in Q3 2013 was UBS, an estimated $14.3K sold.
Based on aggregated 13F filings for Q3 2013.