New England Realty Associates
NEN
13 hedge funds and large institutions have $2.91M invested in New England Realty Associates in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
44% more funds holding
Funds holding: 9 → 13 (+4)
14% more capital invested
Capital invested by funds: $2.54M → $2.91M (+$367K)
0.19% more ownership
Funds ownership: 1.75% → 1.94% (+0.19%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$262K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$35.9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$439K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$48 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $894K | -$439K | -9,166 | -33% |
|
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $862K | – | – | – |
|
|
UFA
3
US Financial Advisors
Braintree,
Massachusetts
| $429K | +$421K | +8,800 | New |
|
|
VKH
4
Virtu KCG Holdings
New York
| $267K | +$262K | +5,476 | New |
|
5
Morgan Stanley
New York
| $222K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $89K | +$87.6K | +1,829 | New |
|
|
AIG
7
American International Group
New York
| $58.5K | – | – | – |
|
|
NPC
8
National Planning Corporation
El Segundo,
California
| $36.4K | +$35.9K | +750 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $33K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $10K | +$9.58K | +200 | New |
|
|
BPBT
11
Boston Private Bank & Trust
Boston,
Massachusetts
| $6K | – | – | – |
|
|
AC
12
Alexandria Capital
Arlington,
Virginia
| $3K | – | – | – |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$48 | -1 | -50% |
|
NEN Hedge Fund Activity: Q4 2014 in Review
13 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2014, worth a combined $2.91M — up 14% from $2.54M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NEN positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $262K. The largest seller was LPL Financial, cutting an estimated $439K.
- 13 institutional investors held New England Realty Associates (NEN) as of Q4 2014, up from 9 in Q3 2014.
- Funds reported $2.91M of New England Realty Associates stock for Q4 2014, up 14% quarter-over-quarter.
- 5 funds opened new New England Realty Associates positions in Q4 2014 and 0 closed out, a net change of +5 holders.
- The largest New England Realty Associates buyer in Q4 2014 was Virtu KCG Holdings, an estimated $262K added.
- The largest New England Realty Associates seller in Q4 2014 was LPL Financial, an estimated $439K sold.
Based on aggregated 13F filings for Q4 2014.