New England Realty Associates
NEN
12 hedge funds and large institutions have $3.96M invested in New England Realty Associates in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
0.08% more ownership
Funds ownership: 1.81% → 1.89% (+0.08%)
0% more capital invested
Capital invested by funds: $3.96M → $3.96M (+$2K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$285K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$38.3K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$131K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$20.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$71 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $1.11M | – | – | – |
|
|
2
CIBC Private Wealth Group
Atlanta,
Georgia
| $774K | -$20.1K | -282 | -2% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $608K | +$9.21K | +129 | +2% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $294K | +$285K | +3,990 | +1,995% |
|
5
California Public Employees Retirement System
Sacramento,
California
| $280K | – | – | – |
|
|
GW
6
GW & Wade
Wellesley,
Massachusetts
| $223K | – | – | – |
|
|
RJA
7
Raymond James & Associates
St Petersburg,
Florida
| $215K | – | – | – |
|
|
8
Morgan Stanley
New York
| $200K | -$131K | -1,840 | -39% |
|
|
9
Wells Fargo
San Francisco,
California
| $139K | -$71 | -1 | -0.1% |
|
|
MSA
10
Marino Stram & Associates
Braintree,
Massachusetts
| $53K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $45K | +$38.3K | +536 | +479% |
|
12
AssetMark Inc
Concord,
California
| $17K | – | – | – |
|
NEN Hedge Fund Activity: Q1 2018 in Review
12 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2018, worth a combined $3.96M — up 0.05% from $3.96M a quarter earlier.
Fund positioning in NEN was balanced in Q1 2018: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $285K. The largest seller was Morgan Stanley, cutting an estimated $131K.
- 12 institutional investors held New England Realty Associates (NEN) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $3.96M of New England Realty Associates stock for Q1 2018, up 0.05% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q1 2018 and 0 closed out.
- The largest New England Realty Associates buyer in Q1 2018 was Bank of America, an estimated $285K added.
- The largest New England Realty Associates seller in Q1 2018 was Morgan Stanley, an estimated $131K sold.
Based on aggregated 13F filings for Q1 2018.