New England Realty Associates
NEN
14 hedge funds and large institutions have $2.75M invested in New England Realty Associates in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
4% more capital invested
Capital invested by funds: $2.63M → $2.75M (+$118K)
0.06% more ownership
Funds ownership: 1.31% → 1.37% (+0.06%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 2 |
CA
Centerpoint Advisors
Needham,
Massachusetts
|
+$17.3K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$105K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$54.2K |
| 3 |
Morgan Stanley
New York
|
-$19.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $659K | -$105K | -1,582 | -14% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $596K | +$10.6K | +159 | +2% |
|
3
California Public Employees Retirement System
Sacramento,
California
| $269K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | +$263K | +3,956 | New |
|
|
GW
5
GW & Wade
Wellesley,
Massachusetts
| $214K | – | – | – |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $206K | – | – | – |
|
|
7
Morgan Stanley
New York
| $173K | -$19.9K | -300 | -10% |
|
8
Wells Fargo
San Francisco,
California
| $133K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $67K | -$54.2K | -816 | -45% |
|
|
MSA
10
Marino Stram & Associates
Braintree,
Massachusetts
| $50K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $43K | – | – | – |
|
|
BWM
12
Baystate Wealth Management
Boston,
Massachusetts
| $43K | – | – | – |
|
13
AssetMark Inc
Concord,
California
| $17K | – | – | – |
|
|
CA
14
Centerpoint Advisors
Needham,
Massachusetts
| $17K | +$17.3K | +260 | New |
|
NEN Hedge Fund Activity: Q3 2018 in Review
14 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q3 2018, worth a combined $2.75M — up 4.5% from $2.63M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NEN positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $263K. The largest seller was LPL Financial, cutting an estimated $105K.
- 14 institutional investors held New England Realty Associates (NEN) as of Q3 2018, up from 13 in Q2 2018.
- Funds reported $2.75M of New England Realty Associates stock for Q3 2018, up 4.5% quarter-over-quarter.
- 2 funds opened new New England Realty Associates positions in Q3 2018 and 1 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q3 2018 was Susquehanna International Group, an estimated $263K added.
- The largest New England Realty Associates seller in Q3 2018 was LPL Financial, an estimated $105K sold.
Based on aggregated 13F filings for Q3 2018.