New England Realty Associates
NEN
10 hedge funds and large institutions have $3.42M invested in New England Realty Associates in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
38% more capital invested
Capital invested by funds: $2.47M → $3.42M (+$943K)
0.6% more ownership
Funds ownership: 1.72% → 2.33% (+0.6%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$563K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$89.1K |
| 3 |
Morgan Stanley
New York
|
+$24.7K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $1.83M | +$563K | +11,400 | +46% |
|
2
LPL Financial
San Diego,
California
| $492K | – | – | – |
|
|
3
Morgan Stanley
New York
| $328K | +$24.7K | +500 | +8% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $305K | +$1.14K | +23 | +0.4% |
|
|
WAM
5
Warberg Asset Management
Winnetka,
Illinois
| $230K | +$226K | +4,586 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $96K | +$89.1K | +1,805 | +1,556% |
|
7
Wells Fargo
San Francisco,
California
| $66K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
9
JP Morgan Chase
New York
| $23K | – | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
BWM
11
Baystate Wealth Management
Boston,
Massachusetts
| – | -$32K | -660 | Closed |
|
NEN Hedge Fund Activity: Q4 2020 in Review
10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2020, worth a combined $3.42M — up 38% from $2.47M a quarter earlier.
Fund positioning in NEN was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $563K. The largest seller was Baystate Wealth Management, exiting entirely with an estimated $32K sold.
- 10 institutional investors held New England Realty Associates (NEN) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $3.42M of New England Realty Associates stock for Q4 2020, up 38% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest New England Realty Associates buyer in Q4 2020 was Goldman Sachs, an estimated $563K added.
- The largest New England Realty Associates seller in Q4 2020 was Baystate Wealth Management, an estimated $32K sold.
Based on aggregated 13F filings for Q4 2020.