New England Realty Associates
NEN
10 hedge funds and large institutions have $2.47M invested in New England Realty Associates in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $2.22M → $2.47M (+$255K)
0.29% more ownership
Funds ownership: 1.43% → 1.72% (+0.29%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$578K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$87.2K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$33.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $1.23M | +$578K | +11,274 | +82% |
|
2
LPL Financial
San Diego,
California
| $480K | – | – | – |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $297K | +$1.18K | +23 | +0.4% |
|
|
4
Morgan Stanley
New York
| $296K | -$87.2K | -1,700 | -22% |
|
|
5
Wells Fargo
San Francisco,
California
| $65K | -$33.8K | -660 | -33% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
|
BWM
7
Baystate Wealth Management
Boston,
Massachusetts
| $32K | – | – | – |
|
8
JP Morgan Chase
New York
| $22K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $6K | -$15.2K | -297 | -72% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$5K | -100 | Closed |
|
NEN Hedge Fund Activity: Q3 2020 in Review
10 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q3 2020, worth a combined $2.47M — up 11% from $2.22M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NEN and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Goldman Sachs, adding an estimated $578K. The largest seller was Morgan Stanley, cutting an estimated $87.2K.
- 10 institutional investors held New England Realty Associates (NEN) as of Q3 2020, down from 11 in Q2 2020.
- Funds reported $2.47M of New England Realty Associates stock for Q3 2020, up 11% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q3 2020 and 1 closed out, a net change of -1 holder.
- The largest New England Realty Associates buyer in Q3 2020 was Goldman Sachs, an estimated $578K added.
- The largest New England Realty Associates seller in Q3 2020 was Morgan Stanley, an estimated $87.2K sold.
Based on aggregated 13F filings for Q3 2020.