New England Realty Associates
NEN
12 hedge funds and large institutions have $4.09M invested in New England Realty Associates in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
30% more capital invested
Capital invested by funds: $3.15M → $4.09M (+$943K)
0.17% more ownership
Funds ownership: 1.59% → 1.76% (+0.17%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
8% less funds holding
Funds holding: 13 → 12 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$842K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$386K |
| 2 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$24.8K |
| 3 |
Morgan Stanley
New York
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Warberg Asset Management
Winnetka,
Illinois
| $1.26M | +$842K | +10,699 | +214% |
|
2
LPL Financial
San Diego,
California
| $785K | – | – | – |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $474K | – | – | – |
|
|
4
Morgan Stanley
New York
| $339K | -$15.7K | -200 | -5% |
|
5
Bank of America
Charlotte,
North Carolina
| $287K | – | – | – |
|
|
UFA
6
US Financial Advisors
Braintree,
Massachusetts
| $250K | -$24.8K | -315 | -9% |
|
|
PPW
7
Pinnacle Private Wealth
Andover,
Massachusetts
| $247K | – | – | – |
|
|
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $240K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $106K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $53K | – | – | – |
|
11
JP Morgan Chase
New York
| $36K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $17K | +$14.9K | +190 | +864% |
|
|
13
Cerity Partners
New York
| – | -$386K | -5,700 | Closed |
|
NEN Hedge Fund Activity: Q1 2022 in Review
12 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2022, worth a combined $4.09M — up 30% from $3.15M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NEN and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Warberg Asset Management, adding an estimated $842K. The largest seller was Cerity Partners, exiting entirely with an estimated $386K sold.
- 12 institutional investors held New England Realty Associates (NEN) as of Q1 2022, down from 13 in Q4 2021.
- Funds reported $4.09M of New England Realty Associates stock for Q1 2022, up 30% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q1 2022 and 1 closed out, a net change of -1 holder.
- The largest New England Realty Associates buyer in Q1 2022 was Warberg Asset Management, an estimated $842K added.
- The largest New England Realty Associates seller in Q1 2022 was Cerity Partners, an estimated $386K sold.
Based on aggregated 13F filings for Q1 2022.