New England Realty Associates
NEN
11 hedge funds and large institutions have $4.91M invested in New England Realty Associates in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
85% more capital inflows, than outflows
Capital inflows: $764K | Capital outflows: $412K
10% more funds holding
Funds holding: 10 → 11 (+1)
0.2% more ownership
Funds ownership: 2.6% → 2.8% (+0.2%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$322K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$213K |
| 3 |
US Financial Advisors
Braintree,
Massachusetts
|
+$204K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$268K |
| 2 |
Goldman Sachs
New York
|
-$140K |
| 3 |
Tower Research Capital (TRC)
New York
|
-$4K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$59 |
NEN Hedge Fund Activity: Q2 2021 in Review
11 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q2 2021, worth a combined $4.91M — up 17% from $4.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NEN positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Warberg Asset Management, adding an estimated $322K. The largest seller was Morgan Stanley, cutting an estimated $268K.
- 11 institutional investors held New England Realty Associates (NEN) as of Q2 2021, up from 10 in Q1 2021.
- Funds reported $4.91M of New England Realty Associates stock for Q2 2021, up 17% quarter-over-quarter.
- 2 funds opened new New England Realty Associates positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q2 2021 was Warberg Asset Management, an estimated $322K added.
- The largest New England Realty Associates seller in Q2 2021 was Morgan Stanley, an estimated $268K sold.
Based on aggregated 13F filings for Q2 2021.