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The RMR Group

167 hedge funds and large institutions have $179M invested in The RMR Group in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30.32% more ownership

Funds ownership: 0%30.32% (+30%)

22% more capital invested

Capital invested by funds: $147M → $179M (+$32.7M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

5% less funds holding

Funds holding: 176167 (-9)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
48
Reduced
40
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WFG Advisors
Texas
$1K
BWM
127
Baystate Wealth Management
Massachusetts
$1K +$116 +3 New
SFS
128
Sowell Financial Services
Arkansas
$1K +$427 +11 New
IWM
129
IHT Wealth Management
Illinois
$1K +$814 +21 New
CTC
130
Central Trust Company
Missouri
$1K +$931 +24 +104%
PA
131
Parallel Advisors
California
$1K +$1.16K +30 New
RFM
132
Royal Fund Management
Florida
$1K +$1.24K +32 New
ACS
133
Archford Capital Strategies
Illinois
$1K +$1.28K +33 +150%
SIM
134
Sonora Investment Management
Arizona
$988 -$61.9K -1,596 -98%
GEA
135
Glen Eagle Advisors
New Jersey
$40 +$39 +1 New
Arrowstreet Capital
136
Arrowstreet Capital
Massachusetts
-$2.14M -56,414 Closed
FCH
137
Freestone Capital Holdings
Washington
-$592K -15,613 Closed
DC
138
Deere & Company
Illinois
-$533K -14,042 Closed
NI
139
Numeric Investors
Massachusetts
-$470K -12,400 Closed
OAC
140
OMERS Administration Corp
Ontario, Canada
-$379K -10,000 Closed
GC
141
Guggenheim Capital
Illinois
-$232K -6,118 Closed
SG Americas Securities
142
SG Americas Securities
New York
-$122K -3,226 Closed
AW
143
Alpha Windward
Massachusetts
-$26K -692 Closed
NIPH
144
NN Investment Partners Holdings
Netherlands
-$20K -540 Closed
IP
145
InvenTrust Properties
Illinois
-$12K -314 Closed
WEC
146
Winslow Evans & Crocker
Massachusetts
-$7.36K -194 Closed
Asset Management One
147
Asset Management One
Japan
-$7K -184 Closed
CPP
148
Crow Point Partners
Massachusetts
-$2K -49 Closed
JIR
149
James Investment Research
Ohio
-$2K -44 Closed
CAL
150
Capital Analysts LLC
Pennsylvania
-$1.33K -35 Closed

RMR Hedge Fund Activity: Q4 2016 in Review

167 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2016, worth a combined $179M — up 22% from $147M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 25 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 48 added.

The largest buyer was AJO LP, adding an estimated $2.14M. The largest seller was J. Goldman & Co, cutting an estimated $3.69M.

  • 167 institutional investors held The RMR Group (RMR) as of Q4 2016, down from 176 in Q3 2016.
  • Funds reported $179M of The RMR Group stock for Q4 2016, up 22% quarter-over-quarter.
  • 25 funds opened new The RMR Group positions in Q4 2016 and 30 closed out, a net change of -5 holders.
  • The largest The RMR Group buyer in Q4 2016 was AJO LP, an estimated $2.14M added.
  • The largest The RMR Group seller in Q4 2016 was J. Goldman & Co, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2016.