New England Realty Associates
NEN
13 hedge funds and large institutions have $6.19M invested in New England Realty Associates in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
5% more capital invested
Capital invested by funds: $5.89M → $6.19M (+$299K)
0.03% more ownership
Funds ownership: 3.08% → 3.1% (+0.03%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$205K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$106K |
| 3 |
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 |
Morgan Stanley
New York
|
-$27.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.4K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.69K |
NEN Hedge Fund Activity: Q4 2023 in Review
13 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2023, worth a combined $6.19M — up 5.1% from $5.89M a quarter earlier.
Fund positioning in NEN was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 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 $6.19M of New England Realty Associates stock for Q4 2023, up 5.1% 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.