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New England Realty Associates
NEN
NEN
12 hedge funds and large institutions have $5.98M invested in New England Realty Associates in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
84.58% more ownership
Funds ownership: 3.1% → 87.68% (+85%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
14% less funds holding
Funds holding: 14 → 12 (-2)
15% less capital invested
Capital invested by funds: $7.07M → $5.98M (-$1.09M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$82.4K |
| 2 |
LPL Financial
San Diego,
California
|
+$36.3K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$838 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSC
1
Caldwell Sutter Capital
Sausalito,
California
| $2.21M | -$15.2K | -200 | -0.7% |
|
|
WAM
2
Warberg Asset Management
Winnetka,
Illinois
| $784K | +$82.4K | +1,081 | +11% |
|
|
3
LPL Financial
San Diego,
California
| $768K | +$36.3K | +476 | +5% |
|
|
ECP
4
Epacria Capital Partners
Boulder,
Colorado
| $631K | – | – | – |
|
5
Cerity Partners
New York
| $417K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $357K | +$838 | +11 | +0.2% |
|
|
EAM
7
Empirical Asset Management
Wellesley,
Massachusetts
| $225K | – | – | – |
|
8
Raymond James Financial
St Petersburg,
Florida
| $219K | – | – | – |
|
9
Morgan Stanley
New York
| $210K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $96.5K | -$76 | -1 | -0.1% |
|
11
JP Morgan Chase
New York
| $32.9K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $28.8K | -$21.3K | -279 | -41% |
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$240K | -2,945 | Closed |
|