New England Realty Associates
NEN
13 hedge funds and large institutions have $6.39M invested in New England Realty Associates in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
8% more capital invested
Capital invested by funds: $5.89M → $6.39M (+$499K)
0.13% more ownership
Funds ownership: 3.08% → 3.2% (+0.13%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$205K |
| 2 |
Morgan Stanley
New York
|
+$169K |
| 3 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$106K |
| 4 |
ECP
Epacria Capital Partners
Boulder,
Colorado
|
+$8.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$125K |
| 2 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$88.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.4K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.25M | -$88.7K | -1,300 | -4% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $955K | +$106K | +1,550 | +13% |
|
3
LPL Financial
San Diego,
California
| $699K | – | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $563K | +$8.19K | +120 | +2% |
|
|
5
Morgan Stanley
New York
| $400K | +$169K | +2,473 | +76% |
|
6
Cerity Partners
New York
| $397K | – | – | – |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $286K | -$125K | -1,837 | -31% |
|
8
Bank of America
Charlotte,
North Carolina
| $247K | – | – | – |
|
|
UFA
9
US Financial Advisors
Braintree,
Massachusetts
| $218K | – | – | – |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $209K | +$205K | +3,000 | New |
|
11
Wells Fargo
San Francisco,
California
| $92.1K | – | – | – |
|
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | -$9.69K | -142 | -22% |
|
13
JP Morgan Chase
New York
| $31.4K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$11.4K | -172 | Closed |
|
NEN Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2023, worth a combined $6.39M — up 8.5% from $5.89M a quarter earlier.
Fund positioning in NEN was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $205K. The largest seller was Commonwealth Equity Services, cutting an estimated $125K.
- 13 institutional investors held New England Realty Associates (NEN) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $6.39M of New England Realty Associates stock for Q4 2023, up 8.5% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest New England Realty Associates buyer in Q4 2023 was Raymond James & Associates, an estimated $205K added.
- The largest New England Realty Associates seller in Q4 2023 was Commonwealth Equity Services, an estimated $125K sold.
Based on aggregated 13F filings for Q4 2023.