New England Realty Associates
NEN
9 hedge funds and large institutions have $1.86M invested in New England Realty Associates in 2020 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.17% less ownership
Funds ownership: 1.52% → 1.34% (-0.17%)
18% less funds holding
Funds holding: 11 → 9 (-2)
33% less capital invested
Capital invested by funds: $2.76M → $1.86M (-$899K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.5K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$248K |
| 2 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$87.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSL
1
Western Standard LLC
Los Angeles,
California
| $732K | -$87.4K | -1,500 | -9% |
|
2
LPL Financial
San Diego,
California
| $460K | – | – | – |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $282K | +$1.4K | +24 | +0.4% |
|
|
4
Morgan Stanley
New York
| $190K | +$38.5K | +660 | +20% |
|
5
Wells Fargo
San Francisco,
California
| $93K | – | – | – |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
|
BWM
7
Baystate Wealth Management
Boston,
Massachusetts
| $31K | – | – | – |
|
8
JP Morgan Chase
New York
| $21K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $9K | – | – | – |
|
|
10
California Public Employees Retirement System
Sacramento,
California
| – | -$248K | -4,000 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$17K | -276 | Closed |
|
NEN Hedge Fund Activity: Q1 2020 in Review
9 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2020, worth a combined $1.86M — down 33% from $2.76M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NEN and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $38.5K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $248K sold.
- 9 institutional investors held New England Realty Associates (NEN) as of Q1 2020, down from 11 in Q4 2019.
- Funds reported $1.86M of New England Realty Associates stock for Q1 2020, down 33% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q1 2020 and 2 closed out, a net change of -2 holders.
- The largest New England Realty Associates buyer in Q1 2020 was Morgan Stanley, an estimated $38.5K added.
- The largest New England Realty Associates seller in Q1 2020 was California Public Employees Retirement System, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2020.