The RealReal
REAL
143 hedge funds and large institutions have $67.5M invested in The RealReal in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 46 reducing their positions, and 22 closing their positions.
232% more call options, than puts
Call options by funds: $597K | Put options by funds: $180K
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
1% more funds holding
Funds holding: 141 → 143 (+2)
5.6% less ownership
Funds ownership: 59.44% → 53.84% (-5.6%)
7% less capital invested
Capital invested by funds: $73M → $67.5M (-$5.44M)
41% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 46
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$2.94M |
| 2 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$2.32M |
| 3 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$1.89M |
| 4 |
SAM
Scion Asset Management
Saratoga,
California
|
+$993K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$3.73M |
| 2 |
D.E. Shaw & Co
New York
|
-$2.04M |
| 3 |
RCMU
Rokos Capital Management (UK)
London,
United Kingdom
|
-$1.41M |
| 4 |
Millennium Management
New York
|
-$838K |
| 5 |
FAM
Fred Alger Management
New York
|
-$774K |
REAL Hedge Fund Activity: Q1 2023 in Review
143 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in The RealReal (REAL) for Q1 2023, worth a combined $67.5M — down 7.5% from $73M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new REAL positions and 22 closed out — a net gain of 6 holders — while 27 added to existing stakes and 46 trimmed.
The largest buyer was Beck Bode LLC, opening a new position worth an estimated $2.94M. The largest seller was Marshall Wace, cutting an estimated $3.73M.
- 143 institutional investors held The RealReal (REAL) as of Q1 2023, up from 141 in Q4 2022.
- Funds reported $67.5M of The RealReal stock for Q1 2023, down 7.5% quarter-over-quarter.
- 28 funds opened new The RealReal positions in Q1 2023 and 22 closed out, a net change of +6 holders.
- The largest The RealReal buyer in Q1 2023 was Beck Bode LLC, an estimated $2.94M added.
- The largest The RealReal seller in Q1 2023 was Marshall Wace, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2023.