We are live on ! Find out more
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
BC
651
Bridgefront Capital
Texas
-$444K -7,565 Closed
IWC
652
Integrated Wealth Concepts
Massachusetts
-$431K -7,336 Closed
DS
653
DRW Securities
Illinois
-$376K -6,403 Closed
EW
654
Evoke Wealth
California
-$362K -6,158 Closed
AC
655
Anson Capital
Georgia
-$340K -5,787 Closed
EH
656
Equitable Holdings
New York
-$303K -5,157 Closed
FMAEN1
657
Fund Management at Engine No 1
California
-$290K -4,933 Closed
DA
658
Duality Advisers
Florida
-$271K -4,616 Closed
RWM
659
Ritholtz Wealth Management
New York
-$271K -4,614 Closed
IC
660
IEQ Capital
California
-$250K -4,257 Closed
LNWWM
661
Laird Norton Wetherby Wealth Management
California
-$229K -3,901 Closed
GT
662
Greenleaf Trust
Michigan
-$223K -3,806 Closed
CCA
663
Checchi Capital Advisers
California
-$216K -3,674 Closed
KPWS
664
Kestra Private Wealth Services
Texas
-$213K -3,590 Closed
HWM
665
HB Wealth Management
Georgia
-$210K -3,575 Closed
Fayez Sarofim & Co
666
Fayez Sarofim & Co
Texas
-$204K -3,472 Closed
FWA
667
FSM Wealth Advisors
Ohio
-$201K -3,429 Closed
SIM
668
Sentry Investment Management
Wisconsin
-$116K -1,982 Closed
CSPIA
669
Cary Street Partners Investment Advisory
Virginia
-$92.9K -1,582 Closed
Acadian Asset Management
670
Acadian Asset Management
Massachusetts
-$83K -1,426 Closed
Capstone Investment Advisors
671
Capstone Investment Advisors
New York
-$80.5K -1,371 Closed
SS
672
Sunbelt Securities
Texas
-$10.9K -185 Closed
PMAM
673
Picton Mahoney Asset Management
Ontario, Canada
-$10K -180 Closed
EARNEST Partners
674
EARNEST Partners
Georgia
-$9.69K -165 Closed
WTG
675
West Tower Group
Virginia
-$9.28K -158 Closed

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.