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New England Realty Associates
NEN

9 hedge funds and large institutions have $3.62M invested in New England Realty Associates in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,017% more capital inflows, than outflows

Capital inflows: $1.11M | Capital outflows: $35.5K

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0.71% more ownership

Funds ownership: 1.66% → 2.37% (+0.71%)

0% more funds holding

Funds holding: 9 → 9 (0)

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$868K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$200K
3
UBS Group
UBS Group
Switzerland
+$15.7K
4
AssetMark Inc
AssetMark Inc
California
+$12.5K
5
Morgan Stanley
Morgan Stanley
New York
+$10K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$15K
2
Citigroup
Citigroup
New York
-$15K
3
US Financial Advisors
US Financial Advisors
Massachusetts
-$5.46K

NEN Hedge Fund Activity: Q4 2015 in Review

9 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2015, worth a combined $3.62M — up 50% from $2.41M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NEN positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $868K. The largest seller was Wells Fargo, cutting an estimated $15K.

  • 9 institutional investors held New England Realty Associates (NEN) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $3.62M of New England Realty Associates stock for Q4 2015, up 50% quarter-over-quarter.
  • 2 funds opened new New England Realty Associates positions in Q4 2015 and 1 closed out, a net change of +1 holder.
  • The largest New England Realty Associates buyer in Q4 2015 was LPL Financial, an estimated $868K added.
  • The largest New England Realty Associates seller in Q4 2015 was Wells Fargo, an estimated $15K sold.

Based on aggregated 13F filings for Q4 2015.