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New England Realty Associates
NEN

Overview Fund Activity

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.

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$239K
2
WAM
2
Warberg Asset Management
Illinois
$930K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$382K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$222K
2
UBS Group
2
UBS Group
Switzerland
$35.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$229K
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
1
Caldwell Sutter Capital
California
$2.42M 30,376 – –
WAM
2
Warberg Asset Management
Illinois
$930K 11,379 +1,479 +15%
LPL Financial
3
LPL Financial
California
$799K 10,027 – –
ECP
4
Epacria Capital Partners
Colorado
$714K 8,636 – –
Cerity Partners
5
Cerity Partners
New York
$454K 5,700 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$382K 4,790 +610 +15%
UFA
7
US Financial Advisors
Massachusetts
$249K 3,122 – –
EAM
8
Empirical Asset Management
Massachusetts
$245K 3,079 – –
Raymond James Financial
9
Raymond James Financial
Florida
$239K 3,000 +3,000 New
Morgan Stanley
10
Morgan Stanley
New York
$229K 2,873 -1 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$222K 2,689 -448 -14%
Wells Fargo
12
Wells Fargo
California
$109K 1,321 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$37.5K 450 – –
UBS Group
14
UBS Group
Switzerland
$35.1K 440 -202 -31%
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –