New England Realty Associates
NEN
13 hedge funds and large institutions have $4.57M invested in New England Realty Associates in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
12% more capital invested
Capital invested by funds: $4.09M → $4.57M (+$476K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.3% more ownership
Funds ownership: 1.76% → 2.05% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$448K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$178K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Warberg Asset Management
Winnetka,
Illinois
| $1.38M | +$178K | +2,271 | +14% |
|
2
LPL Financial
San Diego,
California
| $755K | – | – | – |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $456K | – | – | – |
|
|
4
Cerity Partners
New York
| $439K | +$448K | +5,700 | New |
|
5
Morgan Stanley
New York
| $326K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $273K | -$3.14K | -40 | -1% |
|
|
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $240K | – | – | – |
|
|
PPW
8
Pinnacle Private Wealth
Andover,
Massachusetts
| $237K | – | – | – |
|
|
RJA
9
Raymond James & Associates
St Petersburg,
Florida
| $231K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $102K | – | – | – |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $51K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $37K | +$21.3K | +271 | +128% |
|
13
JP Morgan Chase
New York
| $35K | – | – | – |
|
NEN Hedge Fund Activity: Q2 2022 in Review
13 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q2 2022, worth a combined $4.57M — up 12% from $4.09M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NEN positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $448K. The largest seller was Bank of America, cutting an estimated $3.14K.
- 13 institutional investors held New England Realty Associates (NEN) as of Q2 2022, up from 12 in Q1 2022.
- Funds reported $4.57M of New England Realty Associates stock for Q2 2022, up 12% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q2 2022 and 0 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q2 2022 was Cerity Partners, an estimated $448K added.
- The largest New England Realty Associates seller in Q2 2022 was Bank of America, an estimated $3.14K sold.
Based on aggregated 13F filings for Q2 2022.