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NRF

NorthStar Realty Finance Corp.
NRF

Delisted

NRF was delisted on the 10th of January, 2017.

295 hedge funds and large institutions have $2.6B invested in NorthStar Realty Finance Corp. in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 117 increasing their positions, 91 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $95.3M | Put options by funds: $64.5M

29% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 91

5% less funds holding

Funds holding: 310295 (-15)

11% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 76

50% less funds holding in top 10

Funds holding in top 10: 2613 (-13)

50% less capital invested

Capital invested by funds: $5.26B → $2.6B (-$2.66B)

Holders
295
Holders Change
-15
Holders Change %
-4.84%
% of All Funds
7.74%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.34%
New
68
Increased
117
Reduced
91
Closed
76
Calls
$95.3M
Puts
$64.5M
Net Calls
+$30.8M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$437M +$35.1M +1,745,096 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$119M +$23.6M +1,170,753 +20%
BC
3
Brookfield Corp
Ontario, Canada
$101M +$14.6M +724,139 +14%
BIT
4
BlackRock Institutional Trust
California
$99.4M +$9.18M +455,837 +8%
Morgan Stanley
5
Morgan Stanley
New York
$90.8M +$7.19M +357,225 +7%
LCG
6
Luxor Capital Group
New York
$90.7M -$1.58M -78,504 -1%
SM
7
Senvest Management
New York
$72M +$33.6M +1,667,144 +65%
MC
8
Maverick Capital
Texas
$62.3M -$36.5M -1,814,741 -33%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$55M -$24.7M -1,228,187 -28%
OC
10
Orange Capital
New York
$52.5M +$21.4M +1,061,637 +53%
PMG
11
Private Management Group
California
$49.8M +$14.8M +734,564 +34%
EIP
12
Epoch Investment Partners
New York
$46.7M -$1.56M -77,414 -3%
BFA
13
BlackRock Fund Advisors
California
$45.5M +$3.5M +173,622 +7%
SCM
14
Sirios Capital Management
Massachusetts
$43.3M -$22.4M -1,110,600 -30%
NRC
15
North Run Capital
Massachusetts
$42.1M +$21.6M +1,075,000 +77%
State Street
16
State Street
Massachusetts
$39.7M +$4.15M +206,363 +10%
SCM
17
Sorin Capital Management
Connecticut
$39.4M +$5.3M +263,465 +17%
MDSL
18
M.D. Sass LLC
New York
$39.1M -$4.65M -230,981 -9%
Millennium Management
19
Millennium Management
New York
$36.8M +$34.5M +1,714,677 +384%
Goldman Sachs
20
Goldman Sachs
New York
$34.9M +$7.36M +365,634 +22%
Citadel Advisors
21
Citadel Advisors
Florida
$31.8M +$13.1M +652,404 +54%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$31.4M -$2.57M -127,700 -6%
WCMNY
23
Westchester Capital Management (New York)
New York
$30.9M -$19.8M -981,617 -35%
FIG
24
Fortress Investment Group
New York
$29.9M +$7.03M +349,178 +25%
UIC
25
Uniplan Investment Counsel
Wisconsin
$27.7M -$709K -35,226 -2%

NRF Hedge Fund Activity: Q4 2015 in Review

295 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NorthStar Realty Finance Corp. (NRF) for Q4 2015, worth a combined $2.6B — down 50% from $5.26B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of NRF and 68 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 117 added.

The largest buyer was Vanguard Group, adding an estimated $35.1M. The largest seller was Steadfast Capital Management, cutting an estimated $173M.

  • 295 institutional investors held NorthStar Realty Finance Corp. (NRF) as of Q4 2015, down from 310 in Q3 2015.
  • Funds reported $2.6B of NorthStar Realty Finance Corp. stock for Q4 2015, down 50% quarter-over-quarter.
  • 68 funds opened new NorthStar Realty Finance Corp. positions in Q4 2015 and 76 closed out, a net change of -8 holders.
  • The largest NorthStar Realty Finance Corp. buyer in Q4 2015 was Vanguard Group, an estimated $35.1M added.
  • The largest NorthStar Realty Finance Corp. seller in Q4 2015 was Steadfast Capital Management, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2015.