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Monogram Residential Trust, Inc.
MORE

Delisted

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

164 hedge funds and large institutions have $1.33B invested in Monogram Residential Trust, Inc. in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $306K | Put options by funds: $176K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.26B → $1.33B (+$72.2M)

3% more funds holding

Funds holding: 160164 (+4)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
60
Reduced
55
Closed
17
Calls
$306K
Puts
$176K
Net Calls
+$130K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$2.33M +$2.26M +215,115 New
BFG
52
Barber Financial Group
Kansas
$2.07M +$2.02M +191,672 New
BA
53
BlackRock Advisors
Delaware
$2.07M +$1.07M +101,983 +114%
Wells Fargo
54
Wells Fargo
California
$1.99M +$1.23M +116,912 +175%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.97M +$129K +12,277 +7%
Bank of America
56
Bank of America
North Carolina
$1.96M +$2.27K +216 +0.1%
TIAAOA
57
Teachers Insurance & Annuity Association of America
New York
$1.9M -$40.5K -3,844 -2%
Invesco
58
Invesco
Georgia
$1.79M -$24.5K -2,326 -1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.77M
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$1.74M +$391K +37,188 +30%
IA
61
IndexIQ Advisors
New York
$1.73M -$73.6K -6,997 -4%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.63M -$386K -36,635 -20%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.57M +$1.56M +148,301 New
Ameriprise
64
Ameriprise
Minnesota
$1.46M +$282K +26,772 +25%
MFS
65
MSI Financial Services
Massachusetts
$1.44M -$569K -54,085 -29%
LPL Financial
66
LPL Financial
California
$1.41M -$156K -14,848 -10%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.41M -$14.3K -1,363 -1%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$1.36M -$26.1K -2,481 -2%
KBC Group
69
KBC Group
Belgium
$1.35M +$560K +53,169 +75%
RIA
70
RPG Investment Advisory
California
$1.28M -$25.4K -2,414 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$1.27M +$1.23M +117,088 New
NFA
72
Nationwide Fund Advisors
Ohio
$1.26M -$81.9K -7,786 -6%
Nomura Asset Management
73
Nomura Asset Management
Japan
$1.21M +$97.8K +9,290 +9%
IA
74
IFP Advisors
Florida
$1.18M -$153K -14,570 -12%
Credit Agricole
75
Credit Agricole
France
$1.15M +$359K +34,124 +47%

MORE Hedge Fund Activity: Q4 2016 in Review

164 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Monogram Residential Trust, Inc. (MORE) for Q4 2016, worth a combined $1.33B — up 5.8% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MORE positions and 17 closed out — a net gain of 10 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Madison International Realty Holdings, adding an estimated $16.7M. The largest seller was Fidelity Investments, cutting an estimated $14.7M.

  • 164 institutional investors held Monogram Residential Trust, Inc. (MORE) as of Q4 2016, up from 160 in Q3 2016.
  • Funds reported $1.33B of Monogram Residential Trust, Inc. stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 27 funds opened new Monogram Residential Trust, Inc. positions in Q4 2016 and 17 closed out, a net change of +10 holders.
  • The largest Monogram Residential Trust, Inc. buyer in Q4 2016 was Madison International Realty Holdings, an estimated $16.7M added.
  • The largest Monogram Residential Trust, Inc. seller in Q4 2016 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2016.