New England Realty Associates
NEN
14 hedge funds and large institutions have $7.07M invested in New England Realty Associates in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
1% more capital invested
Capital invested by funds: $6.97M → $7.07M (+$94.9K)
0.06% more ownership
Funds ownership: 3.08% → 3.14% (+0.06%)
0% more funds holding
Funds holding: 14 → 14 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$120K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$49.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$36.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.3K |
| 3 |
Morgan Stanley
New York
|
-$81 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.42M | – | – | – |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $930K | +$120K | +1,479 | +15% |
|
3
LPL Financial
San Diego,
California
| $799K | – | – | – |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $714K | – | – | – |
|
5
Cerity Partners
New York
| $454K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $382K | +$49.3K | +610 | +15% |
|
|
UFA
7
US Financial Advisors
Braintree,
Massachusetts
| $249K | – | – | – |
|
|
EAM
8
Empirical Asset Management
Wellesley,
Massachusetts
| $245K | – | – | – |
|
9
Raymond James Financial
St Petersburg,
Florida
| $239K | +$243K | +3,000 | New |
|
|
10
Morgan Stanley
New York
| $229K | -$81 | -1 | -0% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $222K | -$36.2K | -448 | -14% |
|
12
Wells Fargo
San Francisco,
California
| $109K | – | – | – |
|
13
JP Morgan Chase
New York
| $37.5K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| $35.1K | -$16.3K | -202 | -31% |
|
NEN Hedge Fund Activity: Q4 2024 in Review
14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in New England Realty Associates (NEN) for Q4 2024, worth a combined $7.07M — up 1.4% from $6.97M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NEN positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Warberg Asset Management, adding an estimated $120K. The largest seller was Susquehanna International Group, cutting an estimated $36.2K.
- 14 institutional investors held New England Realty Associates (NEN) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $7.07M of New England Realty Associates stock for Q4 2024, up 1.4% quarter-over-quarter.
- 1 fund opened new New England Realty Associates positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest New England Realty Associates buyer in Q4 2024 was Warberg Asset Management, an estimated $120K added.
- The largest New England Realty Associates seller in Q4 2024 was Susquehanna International Group, an estimated $36.2K sold.
Based on aggregated 13F filings for Q4 2024.