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The RMR Group

229 hedge funds and large institutions have $703M invested in The RMR Group in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 74 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

103% more capital invested

Capital invested by funds: $347M → $703M (+$356M)

76% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 42

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

61.04% more ownership

Funds ownership: 37.28%98.33% (+61%)

9% more funds holding

Funds holding: 211229 (+18)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
50
Increased
74
Reduced
42
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$26K
APA
152
American Portfolios Advisors
New York
$25.5K -$63.5K -1,179 -69%
PHK
153
Point72 Hong Kong
Hong Kong
$18K +$20.7K +385 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$16K
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$54 +1 +0.3%
AG
156
Advisor Group
Arizona
$14K -$2.05K -38 -11%
DSC
157
Duncker Streett & Co
Missouri
$13K
ASN
158
Advisory Services Network
Georgia
$12K +$11.2K +208 +547%
GWM
159
Geneos Wealth Management
Colorado
$11K -$700 -13 -5%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$9K +$4.85K +90 +77%
NCM
161
Next Capital Management
New York
$7K +$7.92K +147 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$6K
FNB
163
Farmers National Bank
Kentucky
$5K -$16K -297 -75%
RIA
164
Realta Investment Advisors
Delaware
$5K +$5.17K +96 +3,200%
CIAS
165
Capital Investment Advisory Services
North Carolina
$4K
TFGT
166
TS Financial Group (TSFG)
Illinois
$4K
BFEC
167
Benjamin F. Edwards & Company
Missouri
$3K
TC
168
Truvestments Capital
Florida
$3K
CAC
169
Certified Advisory Corp
Florida
$2K -$323 -6 -15%
PCG
170
Private Capital Group
Connecticut
$2K -$323 -6 -22%
AF
171
Advisornet Financial
Minnesota
$2K -$215 -4 -7%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$2K
HAM
173
Highstreet Asset Management
Ontario, Canada
$2K
HCM
174
Hilton Capital Management
New York
$2K
RIA
175
RPG Investment Advisory
California
$2K

RMR Hedge Fund Activity: Q2 2019 in Review

229 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2019, worth a combined $703M — up 103% from $347M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RMR positions and 29 closed out — a net gain of 21 holders — while 74 added to existing stakes and 42 trimmed.

The largest buyer was Citigroup, adding an estimated $153M. The largest seller was DZ Bank, exiting entirely with an estimated $5.65M sold.

  • 229 institutional investors held The RMR Group (RMR) as of Q2 2019, up from 211 in Q1 2019.
  • Funds reported $703M of The RMR Group stock for Q2 2019, up 103% quarter-over-quarter.
  • 50 funds opened new The RMR Group positions in Q2 2019 and 29 closed out, a net change of +21 holders.
  • The largest The RMR Group buyer in Q2 2019 was Citigroup, an estimated $153M added.
  • The largest The RMR Group seller in Q2 2019 was DZ Bank, an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.