New England Realty Associates
NEN
10 hedge funds and large institutions have $4.2M invested in New England Realty Associates in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
23% more capital invested
Capital invested by funds: $3.42M → $4.2M (+$787K)
0.27% more ownership
Funds ownership: 2.33% → 2.6% (+0.27%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$468K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$52.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$89.3K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $2.51M | +$468K | +8,959 | +25% |
|
2
LPL Financial
San Diego,
California
| $543K | – | – | – |
|
3
Morgan Stanley
New York
| $362K | – | – | – |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $326K | -$9.41K | -180 | -3% |
|
|
WAM
5
Warberg Asset Management
Winnetka,
Illinois
| $307K | +$52.3K | +1,000 | +22% |
|
6
Wells Fargo
San Francisco,
California
| $73K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | – | – | – |
|
8
JP Morgan Chase
New York
| $25K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $12K | -$89.3K | -1,709 | -89% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $4K | +$3.66K | +70 | New |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$10K | -200 | Closed |
|
NEN Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2021, worth a combined $4.2M — up 23% from $3.42M a quarter earlier.
Fund positioning in NEN was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $468K. The largest seller was UBS Group, cutting an estimated $89.3K.
- 10 institutional investors held New England Realty Associates (NEN) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $4.2M of New England Realty Associates stock for Q1 2021, up 23% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest New England Realty Associates buyer in Q1 2021 was Goldman Sachs, an estimated $468K added.
- The largest New England Realty Associates seller in Q1 2021 was UBS Group, an estimated $89.3K sold.
Based on aggregated 13F filings for Q1 2021.