New England Realty Associates
NEN
14 hedge funds and large institutions have $6.8M invested in New England Realty Associates in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
8% more funds holding
Funds holding: 13 → 14 (+1)
6% more capital invested
Capital invested by funds: $6.39M → $6.8M (+$412K)
0.11% more ownership
Funds ownership: 3.2% → 3.31% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$216K |
| 2 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$160K |
| 3 |
ECP
Epacria Capital Partners
Boulder,
Colorado
|
+$39.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.33M | – | – | – |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $1.14M | +$160K | +2,279 | +17% |
|
3
LPL Financial
San Diego,
California
| $721K | – | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $621K | +$39.1K | +556 | +7% |
|
5
Cerity Partners
New York
| $410K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $299K | +$3.58K | +51 | +1% |
|
7
Bank of America
Charlotte,
North Carolina
| $255K | – | – | – |
|
|
UFA
8
US Financial Advisors
Braintree,
Massachusetts
| $224K | – | – | – |
|
|
EAM
9
Empirical Asset Management
Wellesley,
Massachusetts
| $221K | +$216K | +3,079 | New |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| $216K | – | – | – |
|
|
11
Morgan Stanley
New York
| $207K | -$202K | -2,872 | -50% |
|
12
Wells Fargo
San Francisco,
California
| $95K | – | – | – |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $37K | – | – | – |
|
14
JP Morgan Chase
New York
| $32.4K | – | – | – |
|
NEN Hedge Fund Activity: Q1 2024 in Review
14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q1 2024, worth a combined $6.8M — up 6.5% from $6.39M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NEN positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Empirical Asset Management, opening a new position worth an estimated $216K. The largest seller was Morgan Stanley, cutting an estimated $202K.
- 14 institutional investors held New England Realty Associates (NEN) as of Q1 2024, up from 13 in Q4 2023.
- Funds reported $6.8M of New England Realty Associates stock for Q1 2024, up 6.5% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q1 2024 was Empirical Asset Management, an estimated $216K added.
- The largest New England Realty Associates seller in Q1 2024 was Morgan Stanley, an estimated $202K sold.
Based on aggregated 13F filings for Q1 2024.