New England Realty Associates
NEN
12 hedge funds and large institutions have $2.1M invested in New England Realty Associates in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
26% more capital invested
Capital invested by funds: $1.67M → $2.1M (+$429K)
0.1% more ownership
Funds ownership: 1% → 1.1% (+0.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$190K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$39.3K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$35.7K |
| 4 |
Morgan Stanley
New York
|
+$28.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$103K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $639K | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $459K | -$103K | -1,725 | -20% |
|
3
California Public Employees Retirement System
Sacramento,
California
| $261K | – | – | – |
|
|
GW
4
GW & Wade
Wellesley,
Massachusetts
| $208K | +$190K | +3,187 | New |
|
|
5
Morgan Stanley
New York
| $176K | +$28.6K | +480 | +22% |
|
6
Wells Fargo
San Francisco,
California
| $129K | – | – | – |
|
|
MSA
7
Marino Stram & Associates
Braintree,
Massachusetts
| $49K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $42K | – | – | – |
|
|
BWM
9
Baystate Wealth Management
Boston,
Massachusetts
| $41K | – | – | – |
|
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | +$39.3K | +660 | New |
|
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $39K | +$35.7K | +600 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $16K | -$44.7K | -750 | -75% |
|
NEN Hedge Fund Activity: Q1 2019 in Review
12 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2019, worth a combined $2.1M — up 26% from $1.67M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NEN positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was GW & Wade, opening a new position worth an estimated $190K. The largest seller was Commonwealth Equity Services, cutting an estimated $103K.
- 12 institutional investors held New England Realty Associates (NEN) as of Q1 2019, up from 9 in Q4 2018.
- Funds reported $2.1M of New England Realty Associates stock for Q1 2019, up 26% quarter-over-quarter.
- 3 funds opened new New England Realty Associates positions in Q1 2019 and 0 closed out, a net change of +3 holders.
- The largest New England Realty Associates buyer in Q1 2019 was GW & Wade, an estimated $190K added.
- The largest New England Realty Associates seller in Q1 2019 was Commonwealth Equity Services, an estimated $103K sold.
Based on aggregated 13F filings for Q1 2019.