American Strategic Investment Co
32 hedge funds and large institutions have $2.26M invested in American Strategic Investment Co in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 5 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
33% more capital invested
Capital invested by funds: $1.7M → $2.26M (+$558K)
14% more funds holding
Funds holding: 28 → 32 (+4)
0.58% more ownership
Funds ownership: 0.54% → 1.12% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
+$351K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$240K |
| 3 |
Millennium Management
New York
|
+$236K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$202K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$225K |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$31.3K |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
-$7.87K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$6K |
| 5 |
Morgan Stanley
New York
|
-$2.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMIA
26
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $2K | – | – | – |
|
27
Citigroup
New York
| $2K | +$497 | +6 | +20% |
|
|
SIAG
28
Safeguard Investment Advisory Group
Corona,
California
| $2K | +$3.23K | +39 | New |
|
|
29
Morgan Stanley
New York
| $1K | -$2.65K | -32 | -67% |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | +$746 | +9 | +90% |
|
|
JWCA
31
J.W. Cole Advisors
Tampa,
Florida
| – | -$225K | -2,307 | Closed |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$31.3K | -348 | Closed |
|
|
PFS
33
Prospera Financial Services
Dallas,
Texas
| – | -$6K | -60 | Closed |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -12 | Closed |
|
|
ICM
35
Islay Capital Management
Lubbock,
Texas
| – | -$1K | -10 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | +$249 | +3 | New |
|
37
Handelsbanken Fonder
Stockholm,
Sweden
| – | +$139K | +1,674 | New |
|
NYC Hedge Fund Activity: Q4 2020 in Review
32 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in American Strategic Investment Co (NYC) for Q4 2020, worth a combined $2.26M — up 33% from $1.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NYC positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Plotkin Financial Advisors, adding an estimated $351K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $225K sold.
- 32 institutional investors held American Strategic Investment Co (NYC) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $2.26M of American Strategic Investment Co stock for Q4 2020, up 33% quarter-over-quarter.
- 10 funds opened new American Strategic Investment Co positions in Q4 2020 and 5 closed out, a net change of +5 holders.
- The largest American Strategic Investment Co buyer in Q4 2020 was Plotkin Financial Advisors, an estimated $351K added.
- The largest American Strategic Investment Co seller in Q4 2020 was J.W. Cole Advisors, an estimated $225K sold.
Based on aggregated 13F filings for Q4 2020.