New England Realty Associates
NEN
10 hedge funds and large institutions have $1.61M invested in New England Realty Associates in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.14% less ownership
Funds ownership: 1.07% → 0.93% (-0.14%)
9% less funds holding
Funds holding: 11 → 10 (-1)
14% less capital invested
Capital invested by funds: $1.86M → $1.61M (-$252K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.3K |
| 2 |
JP Morgan Chase
New York
|
+$26.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$184K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$64.9K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$35K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$26.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $573K | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $349K | -$64.9K | -1,090 | -15% |
|
3
California Public Employees Retirement System
Sacramento,
California
| $237K | – | – | – |
|
|
4
Morgan Stanley
New York
| $198K | +$41.3K | +693 | +26% |
|
5
Wells Fargo
San Francisco,
California
| $116K | – | – | – |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
|
BWM
7
Baystate Wealth Management
Boston,
Massachusetts
| $39K | – | – | – |
|
|
8
JP Morgan Chase
New York
| $27K | +$26.8K | +450 | New |
|
9
UBS Group
Zurich,
Switzerland
| $15K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $12K | -$26.8K | -450 | -69% |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| – | -$184K | -3,120 | Closed |
|
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$35K | -600 | Closed |
|
NEN Hedge Fund Activity: Q3 2019 in Review
10 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q3 2019, worth a combined $1.61M — down 14% from $1.86M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NEN and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $41.3K. The largest seller was Advisor Group, exiting entirely with an estimated $184K sold.
- 10 institutional investors held New England Realty Associates (NEN) as of Q3 2019, down from 11 in Q2 2019.
- Funds reported $1.61M of New England Realty Associates stock for Q3 2019, down 14% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q3 2019 and 2 closed out, a net change of -1 holder.
- The largest New England Realty Associates buyer in Q3 2019 was Morgan Stanley, an estimated $41.3K added.
- The largest New England Realty Associates seller in Q3 2019 was Advisor Group, an estimated $184K sold.
Based on aggregated 13F filings for Q3 2019.