New England Realty Associates
NEN
12 hedge funds and large institutions have $3.96M invested in New England Realty Associates in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
2% more capital invested
Capital invested by funds: $3.86M → $3.96M (+$95K)
0.06% less ownership
Funds ownership: 1.87% → 1.81% (-0.06%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$72 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$108K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$45.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$35.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $1.17M | – | – | – |
|
|
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $831K | -$108K | -1,500 | -12% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $627K | -$45.8K | -634 | -7% |
|
4
Morgan Stanley
New York
| $344K | – | – | – |
|
5
California Public Employees Retirement System
Sacramento,
California
| $293K | – | – | – |
|
|
GW
6
GW & Wade
Wellesley,
Massachusetts
| $234K | – | – | – |
|
|
RJA
7
Raymond James & Associates
St Petersburg,
Florida
| $224K | – | – | – |
|
|
8
Wells Fargo
San Francisco,
California
| $145K | +$72 | +1 | +0.1% |
|
|
MSA
9
Marino Stram & Associates
Braintree,
Massachusetts
| $55K | +$54.1K | +750 | New |
|
10
AssetMark Inc
Concord,
California
| $18K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $15K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $8K | -$35.1K | -486 | -81% |
|
NEN Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2017, worth a combined $3.96M — up 2.5% from $3.86M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NEN positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $72. The largest seller was CIBC Private Wealth Group, cutting an estimated $108K.
- 12 institutional investors held New England Realty Associates (NEN) as of Q4 2017, up from 11 in Q3 2017.
- Funds reported $3.96M of New England Realty Associates stock for Q4 2017, up 2.5% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q4 2017 and 0 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q4 2017 was Wells Fargo, an estimated $72 added.
- The largest New England Realty Associates seller in Q4 2017 was CIBC Private Wealth Group, an estimated $108K sold.
Based on aggregated 13F filings for Q4 2017.