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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
HWA
551
HHM Wealth Advisors
Tennessee
$14.1K
BWP
552
Baldwin Wealth Partners
Massachusetts
$13.9K -$56.3K -925 -81%
UB
553
UMB Bank
Missouri
$13.5K +$304 +5 +2%
BLC
554
Brown, Lisle/Cummings
Rhode Island
$12.6K
HIA
555
Harbor Investment Advisory
Maryland
$12.6K
IBOK
556
Independence Bank of Kentucky
Kentucky
$12.6K +$12.2K +200 New
SAM
557
Smartleaf Asset Management
Massachusetts
$12.4K +$12.1K +198 New
OA
558
Operose Advisors
Wisconsin
$12.3K
RFG
559
REAP Financial Group
Texas
$12.2K
ZB
560
Zions Bancorporation
Utah
$11.1K -$365 -6 -3%
MCM
561
MV Capital Management
Maryland
$11K +$304 +5 +3%
BCMLT
562
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K +$10K +165 New
BTI
563
Blue Trust Inc
Georgia
$9.91K -$44.1K -724 -82%
GBT
564
Grove Bank & Trust
Florida
$9.91K
MHR
565
Matthew Hamilton Rosenberg
$9.83K
MG
566
Mather Group
Illinois
$9.79K +$9.74K +160 New
GKIM
567
GW&K Investment Management
Massachusetts
$9K +$487 +8 +6%
SIS
568
Sound Income Strategies
Florida
$8.97K +$2.5K +41 +41%
WPA
569
West Paces Advisors
Georgia
$8.84K
PWMG
570
Private Wealth Management Group
New Jersey
$8.39K
SFA
571
Semmax Financial Advisors
North Carolina
$8.03K +$61 +1 +0.8%
MFT
572
Moisand Fitzgerald Tamayo
Florida
$7.01K
KFI
573
Key Financial Inc
Pennsylvania
$6.69K
CWP
574
Concord Wealth Partners
Virginia
$6.63K
AIM
575
Anchor Investment Management
South Carolina
$6.31K

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.