NEN icon

New England Realty Associates
NEN

Overview Fund Activity

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.

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Empirical Asset Management
Massachusetts
$221K
2
WAM
2
Warberg Asset Management
Illinois
$1.14M
3
ECP
3
Epacria Capital Partners
Colorado
$621K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$299K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
1
Caldwell Sutter Capital
California
$2.33M 32,339 – –
WAM
2
Warberg Asset Management
Illinois
$1.14M 15,979 +2,279 +17%
LPL Financial
3
LPL Financial
California
$721K 10,027 – –
ECP
4
Epacria Capital Partners
Colorado
$621K 8,636 +556 +7%
Cerity Partners
5
Cerity Partners
New York
$410K 5,700 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$299K 4,161 +51 +1%
Bank of America
7
Bank of America
North Carolina
$255K 3,540 – –
UFA
8
US Financial Advisors
Massachusetts
$224K 3,122 – –
EAM
9
Empirical Asset Management
Massachusetts
$221K 3,079 +3,079 New
RJA
10
Raymond James & Associates
Florida
$216K 3,000 – –
Morgan Stanley
11
Morgan Stanley
New York
$207K 2,874 -2,872 -50%
Wells Fargo
12
Wells Fargo
California
$95K 1,321 – –
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$37K 518 – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$32.4K 450 – –
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –