New England Realty Associates
NEN
13 hedge funds and large institutions have $6.17M invested in New England Realty Associates in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0.46% less ownership
Funds ownership: 3.68% → 3.23% (-0.46%)
18% less capital invested
Capital invested by funds: $7.56M → $6.17M (-$1.38M)
19% less funds holding
Funds holding: 16 → 13 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$384K |
| 2 |
ECP
Epacria Capital Partners
Boulder,
Colorado
|
+$14.5K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$73 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
-$925K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$375K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$56.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36K |
| 5 |
Morgan Stanley
New York
|
-$26.2K |
NEN Hedge Fund Activity: Q1 2023 in Review
13 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2023, worth a combined $6.17M — down 18% from $7.56M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NEN and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $384K. The largest seller was Warberg Asset Management, cutting an estimated $925K.
- 13 institutional investors held New England Realty Associates (NEN) as of Q1 2023, down from 16 in Q4 2022.
- Funds reported $6.17M of New England Realty Associates stock for Q1 2023, down 18% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest New England Realty Associates buyer in Q1 2023 was Caldwell Sutter Capital, an estimated $384K added.
- The largest New England Realty Associates seller in Q1 2023 was Warberg Asset Management, an estimated $925K sold.
Based on aggregated 13F filings for Q1 2023.