New England Realty Associates
NEN
11 hedge funds and large institutions have $2.22M invested in New England Realty Associates in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
19% more capital invested
Capital invested by funds: $1.86M → $2.22M (+$360K)
0.09% more ownership
Funds ownership: 1.34% → 1.43% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$650K |
| 2 |
Morgan Stanley
New York
|
+$175K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$19.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.74K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$995 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$732K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $727K | +$650K | +13,726 | New |
|
2
LPL Financial
San Diego,
California
| $520K | – | – | – |
|
|
3
Morgan Stanley
New York
| $409K | +$175K | +3,700 | +92% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $320K | +$995 | +21 | +0.3% |
|
5
Wells Fargo
San Francisco,
California
| $105K | – | – | – |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
|
BWM
7
Baystate Wealth Management
Boston,
Massachusetts
| $35K | – | – | – |
|
8
JP Morgan Chase
New York
| $24K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $22K | +$19.6K | +413 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $11K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $5K | +$4.74K | +100 | New |
|
|
WSL
12
Western Standard LLC
Los Angeles,
California
| – | -$732K | -15,590 | Closed |
|
NEN Hedge Fund Activity: Q2 2020 in Review
11 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q2 2020, worth a combined $2.22M — up 19% from $1.86M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NEN positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $650K. The largest seller was Western Standard LLC, exiting entirely with an estimated $732K sold.
- 11 institutional investors held New England Realty Associates (NEN) as of Q2 2020, up from 9 in Q1 2020.
- Funds reported $2.22M of New England Realty Associates stock for Q2 2020, up 19% quarter-over-quarter.
- 3 funds opened new New England Realty Associates positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest New England Realty Associates buyer in Q2 2020 was Goldman Sachs, an estimated $650K added.
- The largest New England Realty Associates seller in Q2 2020 was Western Standard LLC, an estimated $732K sold.
Based on aggregated 13F filings for Q2 2020.