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New England Realty Associates
NEN

14 hedge funds and large institutions have $6.97M invested in New England Realty Associates in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

13% more capital invested

Capital invested by funds: $6.16M → $6.97M (+$817K)

0.01% less ownership

Funds ownership: 3.09% → 3.08% (-0.01%)

7% less funds holding

Funds holding: 15 → 14 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% 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
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$238K
2
UBS Group
UBS Group
Switzerland
+$30.3K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$683
4
Wells Fargo
Wells Fargo
California
+$76

Top Sellers

Rank Fund Capital Flow
1
WAM
Warberg Asset Management
Illinois
-$211K
2
Bank of America
Bank of America
North Carolina
-$56.1K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1
Caldwell Sutter Capital
California
$2.43M – – –
WAM
2
Warberg Asset Management
Illinois
$808K -$211K -2,775 -22%
LPL Financial
3
LPL Financial
California
$802K – – –
ECP
4
Epacria Capital Partners
Colorado
$717K – – –
Cerity Partners
5
Cerity Partners
New York
$456K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$334K +$683 +9 +0.2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$260K +$238K +3,137 New
UFA
8
US Financial Advisors
Massachusetts
$250K – – –
EAM
9
Empirical Asset Management
Massachusetts
$246K – – –
RJA
10
Raymond James & Associates
Florida
$240K – – –
Morgan Stanley
11
Morgan Stanley
New York
$230K – – –
Wells Fargo
12
Wells Fargo
California
$110K +$76 +1 +0.1%
UBS Group
13
UBS Group
Switzerland
$51.4K +$30.3K +399 +164%
JP Morgan Chase
14
JP Morgan Chase
New York
$37.4K – – –
Bank of America
15
Bank of America
North Carolina
– -$56.1K -790 Closed
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
– -$17K -238 Closed

NEN Hedge Fund Activity: Q3 2024 in Review

14 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q3 2024, worth a combined $6.97M — up 13% from $6.16M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NEN and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $238K. The largest seller was Warberg Asset Management, cutting an estimated $211K.

  • 14 institutional investors held New England Realty Associates (NEN) as of Q3 2024, down from 15 in Q2 2024.
  • Funds reported $6.97M of New England Realty Associates stock for Q3 2024, up 13% quarter-over-quarter.
  • 1 fund opened new New England Realty Associates positions in Q3 2024 and 2 closed out, a net change of -1 holder.
  • The largest New England Realty Associates buyer in Q3 2024 was Susquehanna International Group, an estimated $238K added.
  • The largest New England Realty Associates seller in Q3 2024 was Warberg Asset Management, an estimated $211K sold.

Based on aggregated 13F filings for Q3 2024.