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Monogram Residential Trust, Inc.
MORE

Delisted

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

153 hedge funds and large institutions have $947M invested in Monogram Residential Trust, Inc. in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

21% more capital invested

Capital invested by funds: $781M → $947M (+$166M)

15% more funds holding

Funds holding: 133153 (+20)

Holders
153
Holders Change
+20
Holders Change %
+15.04%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
64
Reduced
39
Closed
12
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$221K
PP
102
Paloma Partners
Connecticut
$216K +$113K +11,479 +109%
KM
103
Kalos Management
Georgia
$201K
AFWA
104
Ancora Family Wealth Advisors
Ohio
$200K -$12.3K -1,250 -6%
BRWA
105
B. Riley Wealth Advisors
Florida
$193K -$16.6K -1,685 -8%
Invesco
106
Invesco
Georgia
$186K +$3.06K +310 +2%
Squarepoint
107
Squarepoint
New York
$179K +$180K +18,300 New
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$165K +$168K +17,012 New
AB
109
Amalgamated Bank
New York
$158K -$11.9K -1,207 -7%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$148K -$2.96K -300 -2%
Creative Planning
111
Creative Planning
Kansas
$145K -$547K -55,555 -79%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$142K +$143K +14,558 New
VKH
113
Virtu KCG Holdings
New York
$139K +$140K +14,230 New
Stifel Financial
114
Stifel Financial
Missouri
$136K +$10.8K +1,100 +9%
LNC
115
Lincoln National Corp
Pennsylvania
$134K -$39.8K -4,039 -22%
BHA
116
Beech Hill Advisors
New York
$129K
Nomura Holdings
117
Nomura Holdings
Japan
$127K -$2.17K -220 -2%
AIP
118
Ameritas Investment Partners
Nebraska
$125K
FFA
119
First Foundation Advisors
California
$125K
UBS Group
120
UBS Group
Switzerland
$110K +$30.1K +3,052 +37%
RIA
121
Regal Investment Advisors
Michigan
$108K
Canada Life
122
Canada Life
Manitoba, Canada
$106K +$107K +10,826 New
CCS
123
Crosspoint Capital Strategies
California
$103K +$109K +11,110 New
ICOA
124
Investment Centers of America
North Dakota
$102K -$39.9K -4,047 -28%
FRM
125
Fox Run Management
Connecticut
$102K +$102K +10,400 New

MORE Hedge Fund Activity: Q4 2015 in Review

153 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Monogram Residential Trust, Inc. (MORE) for Q4 2015, worth a combined $947M — up 21% from $781M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MORE positions and 12 closed out — a net gain of 22 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, adding an estimated $116M. The largest seller was Cohen & Steers, cutting an estimated $132M.

  • 153 institutional investors held Monogram Residential Trust, Inc. (MORE) as of Q4 2015, up from 133 in Q3 2015.
  • Funds reported $947M of Monogram Residential Trust, Inc. stock for Q4 2015, up 21% quarter-over-quarter.
  • 34 funds opened new Monogram Residential Trust, Inc. positions in Q4 2015 and 12 closed out, a net change of +22 holders.
  • The largest Monogram Residential Trust, Inc. buyer in Q4 2015 was Vanguard Group, an estimated $116M added.
  • The largest Monogram Residential Trust, Inc. seller in Q4 2015 was Cohen & Steers, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2015.