New England Realty Associates
NEN
11 hedge funds and large institutions have $1.86M invested in New England Realty Associates in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0.03% less ownership
Funds ownership: 1.1% → 1.07% (-0.03%)
8% less funds holding
Funds holding: 12 → 11 (-1)
11% less capital invested
Capital invested by funds: $2.1M → $1.86M (-$241K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$192K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$208K |
| 2 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $578K | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $417K | +$1.54K | +25 | +0.4% |
|
3
California Public Employees Retirement System
Sacramento,
California
| $236K | – | – | – |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $184K | +$192K | +3,120 | New |
|
5
Morgan Stanley
New York
| $158K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $117K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $39K | – | – | – |
|
|
BWM
9
Baystate Wealth Management
Boston,
Massachusetts
| $39K | – | – | – |
|
10
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $35K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $15K | – | – | – |
|
|
GW
12
GW & Wade
Wellesley,
Massachusetts
| – | -$208K | -3,187 | Closed |
|
|
MSA
13
Marino Stram & Associates
Braintree,
Massachusetts
| – | -$49K | -750 | Closed |
|
NEN Hedge Fund Activity: Q2 2019 in Review
11 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q2 2019, worth a combined $1.86M — down 11% from $2.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NEN and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Advisor Group, opening a new position worth an estimated $192K. The largest seller was GW & Wade, exiting entirely with an estimated $208K sold.
- 11 institutional investors held New England Realty Associates (NEN) as of Q2 2019, down from 12 in Q1 2019.
- Funds reported $1.86M of New England Realty Associates stock for Q2 2019, down 11% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q2 2019 and 2 closed out, a net change of -1 holder.
- The largest New England Realty Associates buyer in Q2 2019 was Advisor Group, an estimated $192K added.
- The largest New England Realty Associates seller in Q2 2019 was GW & Wade, an estimated $208K sold.
Based on aggregated 13F filings for Q2 2019.