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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
BSW
126
Buckingham Strategic Wealth
Missouri
$98K
Mariner
127
Mariner
Kansas
$98K
SAMC
128
Shinko Asset Management Company
Japan
$92K -$8.87K -900 -9%
RFC
129
Russell Frank Company
Washington
$90K -$286K -29,014 -76%
BJ
130
BlackRock Japan
Japan
$85K +$28.9K +2,934 +50%
MA
131
MCF Advisors
Kentucky
$84K
FWM
132
Focused Wealth Management
New York
$68K +$158 +16 +0.2%
SIA
133
Sit Investment Associates
Minnesota
$65K +$20.7K +2,100 +46%
AIM
134
Advantage Investment Management
Iowa
$56K -$51.3K -5,207 -48%
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$54K +$985 +100 +2%
AssetMark Inc
136
AssetMark Inc
California
$54K +$54.2K +5,504 New
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$53K +$53.3K +5,405 New
US Bancorp
138
US Bancorp
Minnesota
$50K +$50K +5,074 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$50K +$50.6K +5,135 New
FPTW
140
Franklin, Parlapiano, Turner & Welch
Texas
$43K
BlackRock
141
BlackRock
New York
$43K +$15.6K +1,583 +55%
AFP
142
Ausdal Financial Partners
Iowa
$40K +$40.1K +4,074 New
CTC
143
Central Trust Company
Missouri
$38K -$11K -1,120 -22%
CFA
144
Carroll Financial Associates
North Carolina
$32K
RFA
145
Reilly Financial Advisors
California
$28K
WEC
146
Winslow Evans & Crocker
Massachusetts
$24.4K +$24.6K +2,500 New
TRCT
147
Tower Research Capital (TRC)
New York
$24K -$14.8K -1,497 -37%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$20K +$19.7K +2,000 New
VCAM
149
Valentine Capital Asset Management
California
$20K +$21.2K +2,150 New
QCG
150
Quadrant Capital Group
Ohio
$11K +$12.1K +1,226 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.