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Monogram Residential Trust, Inc.
MORE

Delisted

MORE was delisted on the 19th of September, 2017.

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103 hedge funds and large institutions have $542M invested in Monogram Residential Trust, Inc. in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

109% more capital invested

Capital invested by funds: $260M → $542M (+$282M)

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

49% more funds holding

Funds holding: 69 → 103 (+34)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
103
Holders Change
+34
Holders Change %
+49.28%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
47
Increased
33
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$68.7M
3
BIT
BlackRock Institutional Trust
California
+$22M
4
MIRH
Madison International Realty Holdings
New York
+$13.6M
5
AIG
American International Group
New York
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$2.5M
2
SI
Standard Investments
New York
-$1.08M
3
FAAS
First Allied Advisory Services
California
-$1.01M
4
VCAM
Valentine Capital Asset Management
California
-$1M
5
AWA
Arete Wealth Advisors
Illinois
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$2.44M +$2.42M +261,804 New
Northern Trust
27
Northern Trust
Illinois
$2.44M +$2.42M +261,435 New
SO
28
STRS Ohio
Ohio
$2.31M +$2.3M +248,356 New
Charles Schwab
29
Charles Schwab
California
$2.24M +$2.22M +240,029 New
Morgan Stanley
30
Morgan Stanley
New York
$2.02M +$747K +80,752 +59%
LPL Financial
31
LPL Financial
California
$2M -$718K -77,577 -27%
AWA
32
Arete Wealth Advisors
Illinois
$1.92M -$778K -84,090 -29%
BCM
33
BlueCrest Capital Management
Jersey
$1.78M +$1.76M +190,581 New
IA
34
IndexIQ Advisors
New York
$1.71M +$129K +13,913 +8%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.61M +$1.6M +173,038 New
ICAS
36
Investors Capital Advisory Services
Massachusetts
$1.13M -$246K -26,625 -18%
Jane Street
37
Jane Street
New York
$1.11M +$1.1M +118,942 New
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$941K +$935K +101,008 New
FAAS
39
First Allied Advisory Services
California
$919K -$1.01M -109,410 -53%
State Street
40
State Street
Massachusetts
$863K +$856K +92,500 New
HighTower Advisors
41
HighTower Advisors
Illinois
$855K +$74.9K +8,097 +9%
PAG
42
Private Advisor Group
New Jersey
$836K +$456K +49,335 +122%
SEI Investments
43
SEI Investments
Pennsylvania
$814K +$574K +62,029 +245%
CA
44
Cetera Advisors
Colorado
$803K -$27.7K -2,989 -3%
SOADOR
45
State of Alaska Department of Revenue
Alaska
$789K +$783K +84,660 New
MFS
46
MSI Financial Services
Massachusetts
$673K +$274K +29,582 +69%
Creative Planning
47
Creative Planning
Kansas
$656K -$175K -18,921 -21%
UCFA
48
United Capital Financial Advisors
Texas
$656K -$169K -18,269 -21%
Nomura Asset Management
49
Nomura Asset Management
Japan
$650K +$645K +69,750 New
First Trust Advisors
50
First Trust Advisors
Illinois
$626K +$621K +67,114 New
1
2
3 4 5

MORE Hedge Fund Activity: Q1 2015 in Review

103 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Monogram Residential Trust, Inc. (MORE) for Q1 2015, worth a combined $542M — up 109% from $260M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MORE positions and 12 closed out — a net gain of 35 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $100M. The largest seller was Millennium Management, cutting an estimated $2.5M.

  • 103 institutional investors held Monogram Residential Trust, Inc. (MORE) as of Q1 2015, up from 69 in Q4 2014.
  • Funds reported $542M of Monogram Residential Trust, Inc. stock for Q1 2015, up 109% quarter-over-quarter.
  • 47 funds opened new Monogram Residential Trust, Inc. positions in Q1 2015 and 12 closed out, a net change of +35 holders.
  • The largest Monogram Residential Trust, Inc. buyer in Q1 2015 was Cohen & Steers, an estimated $100M added.
  • The largest Monogram Residential Trust, Inc. seller in Q1 2015 was Millennium Management, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2015.