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NYC

American Strategic Investment Co

39 hedge funds and large institutions have $4.45M invested in American Strategic Investment Co in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

97% more capital invested

Capital invested by funds: $2.26M → $4.45M (+$2.19M)

22% more funds holding

Funds holding: 3239 (+7)

0.88% more ownership

Funds ownership: 1.12%2% (+0.88%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Plotkin Financial Advisors
Maryland
$836K +$287K +3,861 +47%
AWM
2
AE Wealth Management
Kansas
$631K +$202K +2,715 +42%
KA
3
Kovack Advisors
Florida
$506K +$547K +7,353 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$292K +$64.6K +868 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$281K +$91.3K +1,227 +43%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$277K +$133K +1,786 +80%
GWM
7
Geneos Wealth Management
Colorado
$251K
Millennium Management
8
Millennium Management
New York
$217K +$22.9K +308 +11%
HPC
9
Hobart Private Capital
North Carolina
$201K +$67.3K +905 +45%
Morgan Stanley
10
Morgan Stanley
New York
$194K +$209K +2,806 +17,538%
BRWA
11
B. Riley Wealth Advisors
Florida
$153K +$165K +2,213 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$124K +$134K +1,802 New
Citadel Advisors
13
Citadel Advisors
Florida
$91K +$98.2K +1,320 New
HighTower Advisors
14
HighTower Advisors
Illinois
$89K +$97.2K +1,307 New
APA
15
American Portfolios Advisors
New York
$67K +$24.3K +327 +51%
UBS Group
16
UBS Group
Switzerland
$65K +$36.1K +485 +105%
RWB
17
RMR Wealth Builders
New Jersey
$49K +$40.7K +547 +326%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$19K +$8.55K +115 +68%
SWM
19
Spire Wealth Management
Virginia
$19K +$19.9K +267 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$18K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13K +$8.63K +116 +138%
TRCT
22
Tower Research Capital (TRC)
New York
$9K -$6.03K -81 -37%
CAGAS
23
Capital Advisory Group Advisory Services
Minnesota
$7K
AssetMark Inc
24
AssetMark Inc
California
$6K +$2.08K +28 +51%
HR
25
Howe & Rusling
New York
$6K +$2.23K +30 +49%

NYC Hedge Fund Activity: Q1 2021 in Review

39 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in American Strategic Investment Co (NYC) for Q1 2021, worth a combined $4.45M — up 97% from $2.26M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYC positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Kovack Advisors, opening a new position worth an estimated $547K. The largest seller was Tower Research Capital (TRC), cutting an estimated $6.03K.

  • 39 institutional investors held American Strategic Investment Co (NYC) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $4.45M of American Strategic Investment Co stock for Q1 2021, up 97% quarter-over-quarter.
  • 11 funds opened new American Strategic Investment Co positions in Q1 2021 and 4 closed out, a net change of +7 holders.
  • The largest American Strategic Investment Co buyer in Q1 2021 was Kovack Advisors, an estimated $547K added.
  • The largest American Strategic Investment Co seller in Q1 2021 was Tower Research Capital (TRC), an estimated $6.03K sold.

Based on aggregated 13F filings for Q1 2021.