New England Realty Associates
NEN
NEN
13 hedge funds and large institutions have $7.43M invested in New England Realty Associates in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WAM
1
Warberg Asset Management
Winnetka,
Illinois
|
$1.6M |
| 2 |
CSC
2
Caldwell Sutter Capital
Sausalito,
California
|
$2.48M |
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$239K |
| 2 |
ECP
2
Epacria Capital Partners
Boulder,
Colorado
|
$663K |
| 3 |
3
Wells Fargo
San Francisco,
California
|
$96.4K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.48M | 33,939 | +1,000 | +3% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.6M | 22,104 | +9,547 | +76% |
|
3
LPL Financial
San Diego,
California
| $715K | 9,802 | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $663K | 9,090 | -295 | -3% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $432K | 5,925 | – | – |
|
6
Cerity Partners
New York
| $416K | 5,700 | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $258K | 3,540 | – | – |
|
|
8
Morgan Stanley
New York
| $239K | 3,273 | -600 | -15% |
|
|
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $228K | 3,122 | – | – |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $219K | 3,000 | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $96.4K | 1,321 | -1 | -0.1% |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $48K | 660 | – | – |
|
13
JPMorgan Chase & Co
New York
| $32.8K | 450 | – | – |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|