The RealReal
REAL
135 hedge funds and large institutions have $101M invested in The RealReal in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 43 closing their positions.
223% more call options, than puts
Call options by funds: $3.08M | Put options by funds: $956K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
49% more capital invested
Capital invested by funds: $67.5M → $101M (+$33M)
6% less funds holding
Funds holding: 143 → 135 (-8)
8.62% less ownership
Funds ownership: 53.84% → 45.22% (-8.6%)
16% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 43
38% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$2.53M |
| 2 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$2.36M |
| 3 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$1.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 5 |
SCM
Springhouse Capital Management
Westport,
Connecticut
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$5.95M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.54M |
| 3 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$2.74M |
| 4 |
Goldman Sachs
New York
|
-$2.31M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.05M |
REAL Hedge Fund Activity: Q2 2023 in Review
135 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in The RealReal (REAL) for Q2 2023, worth a combined $101M — up 49% from $67.5M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of REAL and 36 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 25 added.
The largest buyer was Manatuck Hill Partners, adding an estimated $2.53M. The largest seller was BlackRock, cutting an estimated $5.95M.
- 135 institutional investors held The RealReal (REAL) as of Q2 2023, down from 143 in Q1 2023.
- Funds reported $101M of The RealReal stock for Q2 2023, up 49% quarter-over-quarter.
- 36 funds opened new The RealReal positions in Q2 2023 and 43 closed out, a net change of -7 holders.
- The largest The RealReal buyer in Q2 2023 was Manatuck Hill Partners, an estimated $2.53M added.
- The largest The RealReal seller in Q2 2023 was BlackRock, an estimated $5.95M sold.
Based on aggregated 13F filings for Q2 2023.