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Monogram Residential Trust, Inc.
MORE

Delisted

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

160 hedge funds and large institutions have $1.26B invested in Monogram Residential Trust, Inc. in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $719K | Put options by funds: $404K

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$99.9M)

2% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 63

4% less funds holding

Funds holding: 166160 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
160
Holders Change
-6
Holders Change %
-3.61%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
64
Reduced
63
Closed
18
Calls
$719K
Puts
$404K
Net Calls
+$315K
Net Calls Change
+$186K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$265K -$743K -71,467 -74%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$264K -$107K -10,254 -29%
SI
103
SII Investments
Wisconsin
$252K -$15.6K -1,500 -6%
NMERB
104
New Mexico Educational Retirement Board
New Mexico
$252K
Principal Financial Group
105
Principal Financial Group
Iowa
$244K -$95.8K -9,213 -29%
BSW
106
Buckingham Strategic Wealth
Missouri
$213K -$11.9K -1,145 -5%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$203K -$50.5K -4,851 -20%
AB
108
Amalgamated Bank
New York
$196K +$624 +60 +0.3%
GCP
109
GSA Capital Partners
United Kingdom
$195K -$50K -4,807 -21%
AFWA
110
Ancora Family Wealth Advisors
Ohio
$189K -$5.2K -500 -3%
William Blair & Company
111
William Blair & Company
Illinois
$186K -$237K -22,824 -57%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$181K -$53.4K -5,134 -23%
KM
113
Kalos Management
Georgia
$181K +$811 +78 +0.5%
ProShare Advisors
114
ProShare Advisors
Maryland
$177K -$41.3K -3,972 -19%
UBS Group
115
UBS Group
Switzerland
$172K -$478K -45,951 -74%
DTL
116
Dynamic Technology Lab
Singapore
$172K -$224K -21,579 -57%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$165K +$89.1K +8,564 +123%
LNC
118
Lincoln National Corp
Pennsylvania
$157K +$676 +65 +0.4%
AIP
119
Ameritas Investment Partners
Nebraska
$155K +$17.7K +1,700 +13%
Mariner
120
Mariner
Kansas
$155K +$47.9K +4,603 +46%
TSS
121
Two Sigma Securities
New York
$150K +$146K +14,061 New
AMI
122
Amica Mutual Insurance
Rhode Island
$149K
M&T Bank
123
M&T Bank
New York
$140K
ICOA
124
Investment Centers of America
North Dakota
$139K
AFP
125
Ausdal Financial Partners
Iowa
$133K -$2.71K -261 -2%

MORE Hedge Fund Activity: Q3 2016 in Review

160 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Monogram Residential Trust, Inc. (MORE) for Q3 2016, worth a combined $1.26B — up 8.6% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MORE and 14 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 64 added.

The largest buyer was Fidelity Investments, adding an estimated $77.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $32.6M sold.

  • 160 institutional investors held Monogram Residential Trust, Inc. (MORE) as of Q3 2016, down from 166 in Q2 2016.
  • Funds reported $1.26B of Monogram Residential Trust, Inc. stock for Q3 2016, up 8.6% quarter-over-quarter.
  • 14 funds opened new Monogram Residential Trust, Inc. positions in Q3 2016 and 18 closed out, a net change of -4 holders.
  • The largest Monogram Residential Trust, Inc. buyer in Q3 2016 was Fidelity Investments, an estimated $77.9M added.
  • The largest Monogram Residential Trust, Inc. seller in Q3 2016 was Cohen & Steers, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2016.