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VMRK

Vivmark Residential

623 hedge funds and large institutions have $22.5B invested in Vivmark Residential in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 228 increasing their positions, 208 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

10% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 208

3% more capital invested

Capital invested by funds: $21.8B → $22.5B (+$709M)

0.19% more ownership

Funds ownership: 93.86%94.05% (+0.19%)

6% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 77

2% less funds holding

Funds holding: 635623 (-12)

34% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $30.7M

Holders
623
Holders Change
-12
Holders Change %
-1.89%
% of All Funds
8.97%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
72
Increased
228
Reduced
208
Closed
77
Calls
$20.4M
Puts
$30.7M
Net Calls
-$10.3M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
501
SYSTM Wealth Solutions
Illinois
$62.2K -$11.3K -186 -16%
M
502
Mirova
France
$61.3K
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$60.7K +$60.1K +988 New
FCAS
504
First Command Advisory Services
Texas
$56.8K
BMC
505
Bear Mountain Capital
Washington
$53.8K
LB
506
Legacy Bridge
Iowa
$46.6K
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$45K +$8.46K +139 +24%
PS
508
Principal Securities
Iowa
$43.8K -$6.57K -108 -13%
KLWA
509
Kelly Lawrence W & Associates
California
$42.6K
RFS
510
Richardson Financial Services
Massachusetts
$41K +$39.6K +650 New
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$38.6K +$7.79K +128 +27%
EWA
512
EverSource Wealth Advisors
Alabama
$38.4K -$5.05K -83 -12%
BWAM
513
Boyd Watterson Asset Management
Ohio
$37.9K
WBC
514
West Branch Capital
Massachusetts
$37.9K
CFM
515
Catalyst Funds Management
Australia
$37.9K +$36.5K +600 New
AF
516
Advisornet Financial
Minnesota
$35.8K +$609 +10 +2%
AF
517
Allworth Financial
California
$35K +$4.08K +67 +14%
QL
518
Quarry LP
New York
$34.3K +$26.1K +429 +376%
VAMG
519
Voisard Asset Management Group
Michigan
$33.8K
LC
520
Lindbrook Capital
California
$32.4K -$12.3K -202 -28%
FA
521
Financial Avengers
California
$32K +$304 +5 +1%
SIC
522
Salem Investment Counselors
North Carolina
$31.9K
TPCW
523
TD Private Client Wealth
New York
$30.3K -$1.22K -20 -4%
BGAI
524
Bruce G. Allen Investments
Colorado
$28.7K
HCM
525
Hollencrest Capital Management
California
$28.3K +$304 +5 +1%

VMRK Hedge Fund Activity: Q1 2024 in Review

623 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Vivmark Residential (VMRK) for Q1 2024, worth a combined $22.5B — up 3.2% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of VMRK and 72 opened new positions — a net loss of 5 holders — while 208 trimmed existing stakes and 228 added.

The largest buyer was Resolution Capital, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $291M.

  • 623 institutional investors held Vivmark Residential (VMRK) as of Q1 2024, down from 635 in Q4 2023.
  • Funds reported $22.5B of Vivmark Residential stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 72 funds opened new Vivmark Residential positions in Q1 2024 and 77 closed out, a net change of -5 holders.
  • The largest Vivmark Residential buyer in Q1 2024 was Resolution Capital, an estimated $221M added.
  • The largest Vivmark Residential seller in Q1 2024 was Morgan Stanley, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2024.