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VMRK

Vivmark Residential

635 hedge funds and large institutions have $21.8B invested in Vivmark Residential in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 241 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 51

7% more funds holding

Funds holding: 592635 (+43)

5% more capital invested

Capital invested by funds: $20.7B → $21.8B (+$1.07B)

0.69% more ownership

Funds ownership: 93.17%93.86% (+0.69%)

14% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $31.6M

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 241

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
635
Holders Change
+43
Holders Change %
+7.26%
% of All Funds
9.25%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
101
Increased
198
Reduced
241
Closed
51
Calls
$27.3M
Puts
$31.6M
Net Calls
-$4.36M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
601
Tennessee Valley Asset Management Partners
Tennessee
$3.12K +$2.95K +51 New
ATC
602
Adirondack Trust Company
New York
$3.01K
AT
603
Arlington Trust
Alabama
$2.88K +$2.72K +47 New
RWM
604
Raffa Wealth Management
District of Columbia
$2.81K
CFD
605
Creative Financial Designs
Indiana
$2.81K +$2.66K +46 New
AWM
606
Abound Wealth Management
Tennessee
$2.64K -$405 -7 -14%
ME
607
McIlrath & Eck
Washington
$2.6K
PTC
608
Private Trust Company
Ohio
$2.51K
CIA
609
Cape Investment Advisory
Georgia
$2.26K
VWM
610
Venturi Wealth Management
Texas
$2.2K +$2.08K +36 New
FMP
611
Financial Management Professionals
Texas
$2K
VNA
612
Valley National Advisers
Pennsylvania
$2K +$289 +5 +17%
PCMC
613
Planning Capital Management Corporation
Pennsylvania
$1.96K +$1.85K +32 New
FFO
614
Fortitude Family Office
Arizona
$1.96K +$1.85K +32 New
BIA
615
Bell Investment Advisors
California
$1.83K -$2.83K -49 -62%
BBHC
616
Brown Brothers Harriman & Co
New York
$1.41K -$347 -6 -21%
DF
617
Dunhill Financial
United Kingdom
$1.35K +$1.27K +22 New
CP
618
Castleview Partners
Texas
$1.35K
AssetMark Inc
619
AssetMark Inc
California
$1.35K +$1.27K +22 New
TCWA
620
Turtle Creek Wealth Advisors
Texas
$1.35K +$1.27K +22 New
T
621
Tidemark
California
$1.28K +$1.22K +21 New
AW
622
Avion Wealth
Texas
$1K -$926 -16 -47%
AP
623
Aspect Partners
Virginia
$917 +$868 +15 New
AFWM
624
Abich Financial Wealth Management
Virginia
$856 +$810 +14 New
APC
625
Aspire Private Capital
North Carolina
$670

VMRK Hedge Fund Activity: Q4 2023 in Review

635 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Vivmark Residential (VMRK) for Q4 2023, worth a combined $21.8B — up 5.1% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VMRK positions and 51 closed out — a net gain of 50 holders — while 198 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $221M. The largest seller was Resolution Capital, cutting an estimated $259M.

  • 635 institutional investors held Vivmark Residential (VMRK) as of Q4 2023, up from 592 in Q3 2023.
  • Funds reported $21.8B of Vivmark Residential stock for Q4 2023, up 5.1% quarter-over-quarter.
  • 101 funds opened new Vivmark Residential positions in Q4 2023 and 51 closed out, a net change of +50 holders.
  • The largest Vivmark Residential buyer in Q4 2023 was Morgan Stanley, an estimated $221M added.
  • The largest Vivmark Residential seller in Q4 2023 was Resolution Capital, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2023.