New England Realty Associates
NEN
13 hedge funds and large institutions have $3.15M invested in New England Realty Associates in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
1% less ownership
Funds ownership: 2.59% → 1.59% (-1%)
32% less capital invested
Capital invested by funds: $4.61M → $3.15M (-$1.46M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$357K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$188K |
| 3 |
Morgan Stanley
New York
|
+$62.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.13M |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$443K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $665K | – | – | – |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $401K | – | – | – |
|
|
3
Cerity Partners
New York
| $386K | +$357K | +5,700 | New |
|
|
WAM
4
Warberg Asset Management
Winnetka,
Illinois
| $339K | -$443K | -7,089 | -59% |
|
|
5
Morgan Stanley
New York
| $301K | +$62.6K | +1,000 | +29% |
|
6
Bank of America
Charlotte,
North Carolina
| $243K | – | – | – |
|
|
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $233K | – | – | – |
|
|
PPW
8
Pinnacle Private Wealth
Andover,
Massachusetts
| $209K | +$193K | +3,079 | New |
|
|
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $203K | +$188K | +3,000 | New |
|
10
Wells Fargo
San Francisco,
California
| $90K | – | – | – |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $45K | +$41.3K | +660 | New |
|
12
JP Morgan Chase
New York
| $31K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $1K | -$34.3K | -548 | -96% |
|
|
14
Goldman Sachs
New York
| – | -$2.13M | -35,000 | Closed |
|
NEN Hedge Fund Activity: Q4 2021 in Review
13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2021, worth a combined $3.15M — down 32% from $4.61M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NEN positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $357K. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.13M sold.
- 13 institutional investors held New England Realty Associates (NEN) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $3.15M of New England Realty Associates stock for Q4 2021, down 32% quarter-over-quarter.
- 4 funds opened new New England Realty Associates positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest New England Realty Associates buyer in Q4 2021 was Cerity Partners, an estimated $357K added.
- The largest New England Realty Associates seller in Q4 2021 was Goldman Sachs, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2021.