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NYC

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.

New
Increased
Maintained
Reduced
Closed

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: 2832 (+4)

0.58% more ownership

Funds ownership: 0.54%1.12% (+0.58%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Plotkin Financial Advisors
Maryland
$538K +$351K +4,241 +105%
AWM
2
AE Wealth Management
Kansas
$419K +$240K +2,894 +81%
GWM
3
Geneos Wealth Management
Colorado
$246K +$202K +2,443 +220%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$219K +$137K +1,654 +96%
Osaic Holdings
5
Osaic Holdings
Arizona
$186K +$119K +1,431 +100%
Millennium Management
6
Millennium Management
New York
$185K +$236K +2,850 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$145K +$185K +2,234 New
HPC
8
Hobart Private Capital
North Carolina
$131K +$167K +2,016 New
APA
9
American Portfolios Advisors
New York
$42K +$28.8K +347 +116%
UBS Group
10
UBS Group
Switzerland
$30K +$13.9K +168 +57%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18K
TRCT
12
Tower Research Capital (TRC)
New York
$14K +$14.7K +178 +445%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$12K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$11K +$6.71K +81 +92%
RWB
15
RMR Wealth Builders
New Jersey
$11K +$13.9K +168 New
CAGAS
16
Capital Advisory Group Advisory Services
Minnesota
$7K +$4.23K +51 +100%
CP
17
Corbenic Partners
Pennsylvania
$6K +$8.12K +98 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5K +$5.3K +64 +320%
MF
19
Manchester Financial
California
$4K -$7.87K -95 -59%
HR
20
Howe & Rusling
New York
$4K +$2.57K +31 +103%
AssetMark Inc
21
AssetMark Inc
California
$4K +$4.56K +55 New
IAIM
22
International Assets Investment Management
Florida
$4K +$5.39K +65 New
GFPC
23
Global Financial Private Client
Florida
$3.46K +$2.15K +26 +96%
CFB
24
Cullen/Frost Bankers
Texas
$3K
AF
25
Arrow Financial
New York
$3K +$1.82K +22 +96%

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.