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NYC

American Strategic Investment Co

18 hedge funds and large institutions have $223K invested in American Strategic Investment Co in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

0.05% more ownership

Funds ownership: 0.94%0.99% (+0.05%)

2% less capital invested

Capital invested by funds: $228K → $223K (-$4.9K)

10% less funds holding

Funds holding: 2018 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$149K
UBS Group
2
UBS Group
Switzerland
$31.2K +$19.1K +2,175 +145%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.4K +$3.94K +449 +22%
BF
4
BOK Financial
Oklahoma
$4.71K -$61 -7 -1%
CAS
5
Coppell Advisory Solutions
Texas
$3.82K
SS
6
Sunbelt Securities
Texas
$2.08K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.26K +144 +327%
WTA
8
Washington Trust Advisors
Massachusetts
$1.9K
GRP
9
Global Retirement Partners
California
$1.64K
NFSG
10
Newbridge Financial Services Group
Florida
$1.11K +$1.15K +131 New
ACA
11
American Capital Advisory
Idaho
$1.06K
T
12
Transce3nd
Texas
$985 +$1.02K +116 New
Bank of America
13
Bank of America
North Carolina
$721 +$272 +31 +57%
BTI
14
Blue Trust Inc
Georgia
$688
Morgan Stanley
15
Morgan Stanley
New York
$560 -$8.92K -1,017 -94%
Wells Fargo
16
Wells Fargo
California
$251
BFPW
17
BOK Financial Private Wealth
Colorado
$111
JP Morgan Chase
18
JP Morgan Chase
New York
$25
TRCT
19
Tower Research Capital (TRC)
New York
-$3.96K -429 Closed
FPF
20
First Pacific Financial
Washington
-$878 -95 Closed
NI
21
NCP Inc
California
-$434 -47 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$231 -25 Closed

NYC Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in American Strategic Investment Co (NYC) for Q4 2024, worth a combined $223K — down 2.1% from $228K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NYC and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $19.1K. The largest seller was Morgan Stanley, cutting an estimated $8.92K.

  • 18 institutional investors held American Strategic Investment Co (NYC) as of Q4 2024, down from 20 in Q3 2024.
  • Funds reported $223K of American Strategic Investment Co stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 2 funds opened new American Strategic Investment Co positions in Q4 2024 and 4 closed out, a net change of -2 holders.
  • The largest American Strategic Investment Co buyer in Q4 2024 was UBS Group, an estimated $19.1K added.
  • The largest American Strategic Investment Co seller in Q4 2024 was Morgan Stanley, an estimated $8.92K sold.

Based on aggregated 13F filings for Q4 2024.