New England Realty Associates
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.
20% more capital invested
Capital invested by funds: $6.17M → $7.43M (+$1.25M)
0.34% more ownership
Funds ownership: 3.23% → 3.56% (+0.34%)
0% more funds holding
Funds holding: 13 → 13 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$675K |
| 2 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$70.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.5K |
| 2 |
ECP
Epacria Capital Partners
Boulder,
Colorado
|
-$20.9K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$71 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.48M | +$70.8K | +1,000 | +3% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.6M | +$675K | +9,547 | +76% |
|
3
LPL Financial
San Diego,
California
| $715K | – | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $663K | -$20.9K | -295 | -3% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $432K | – | – | – |
|
6
Cerity Partners
New York
| $416K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $258K | – | – | – |
|
|
8
Morgan Stanley
New York
| $239K | -$42.5K | -600 | -15% |
|
|
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $228K | – | – | – |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $219K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $96.4K | -$71 | -1 | -0.1% |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $48K | – | – | – |
|
13
JP Morgan Chase
New York
| $32.8K | – | – | – |
|
NEN Hedge Fund Activity: Q2 2023 in Review
13 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q2 2023, worth a combined $7.43M — up 20% from $6.17M a quarter earlier.
Fund positioning in NEN was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Warberg Asset Management, adding an estimated $675K. The largest seller was Morgan Stanley, cutting an estimated $42.5K.
- 13 institutional investors held New England Realty Associates (NEN) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $7.43M of New England Realty Associates stock for Q2 2023, up 20% quarter-over-quarter.
- 0 funds opened new New England Realty Associates positions in Q2 2023 and 0 closed out.
- The largest New England Realty Associates buyer in Q2 2023 was Warberg Asset Management, an estimated $675K added.
- The largest New England Realty Associates seller in Q2 2023 was Morgan Stanley, an estimated $42.5K sold.
Based on aggregated 13F filings for Q2 2023.