The Necessity Retail REIT, Inc. Class A Common Stock
RTL was delisted on the 11th of September, 2023.
252 hedge funds and large institutions have $480M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 31 closing their positions.
16% more call options, than puts
Call options by funds: $352K | Put options by funds: $304K
7% more capital invested
Capital invested by funds: $448M → $480M (+$31.8M)
6% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 84
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 264 → 252 (-12)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.07M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.66M |
| 3 |
CM
CastleKnight Management
New York
|
+$1.29M |
| 4 |
Morgan Stanley
New York
|
+$1.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$917K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.77M |
| 2 |
GS
Gagnon Securities
New York
|
-$2.5M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.84M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.84M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$1.06M |
RTL Hedge Fund Activity: Q1 2023 in Review
252 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q1 2023, worth a combined $480M — up 7.1% from $448M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of RTL and 22 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 89 added.
The largest buyer was Vanguard Group, adding an estimated $2.07M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.77M sold.
- 252 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q1 2023, down from 264 in Q4 2022.
- Funds reported $480M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q1 2023, up 7.1% quarter-over-quarter.
- 22 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q1 2023 and 31 closed out, a net change of -9 holders.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q1 2023 was Vanguard Group, an estimated $2.07M added.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q1 2023 was Balyasny Asset Management, an estimated $4.77M sold.
Based on aggregated 13F filings for Q1 2023.