New England Realty Associates
NEN
11 hedge funds and large institutions have $2.76M invested in New England Realty Associates in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
72% more capital invested
Capital invested by funds: $1.61M → $2.76M (+$1.15M)
10% more funds holding
Funds holding: 10 → 11 (+1)
0.59% more ownership
Funds ownership: 0.93% → 1.52% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSL
Western Standard LLC
Los Angeles,
California
|
+$1.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.58K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.03K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSL
1
Western Standard LLC
Los Angeles,
California
| $1.06M | +$1.04M | +17,090 | New |
|
2
LPL Financial
San Diego,
California
| $608K | – | – | – |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $371K | +$1.03K | +17 | +0.3% |
|
4
California Public Employees Retirement System
Sacramento,
California
| $248K | – | – | – |
|
5
Morgan Stanley
New York
| $209K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $123K | – | – | – |
|
|
BWM
7
Baystate Wealth Management
Boston,
Massachusetts
| $41K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
9
JP Morgan Chase
New York
| $28K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $17K | +$1.58K | +26 | +10% |
|
11
Bank of America
Charlotte,
North Carolina
| $12K | – | – | – |
|
NEN Hedge Fund Activity: Q4 2019 in Review
11 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2019, worth a combined $2.76M — up 72% from $1.61M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NEN positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Western Standard LLC, opening a new position worth an estimated $1.04M.
- 11 institutional investors held New England Realty Associates (NEN) as of Q4 2019, up from 10 in Q3 2019.
- Funds reported $2.76M of New England Realty Associates stock for Q4 2019, up 72% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q4 2019 and 0 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q4 2019 was Western Standard LLC, an estimated $1.04M added.
Based on aggregated 13F filings for Q4 2019.