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Monogram Residential Trust, Inc.
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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
FAAS
126
First Allied Advisory Services
California
$128K -$152K -14,585 -55%
PS
127
Pensionfund Sabic
Netherlands
$126K -$156K -15,000 -56%
EA
128
Efficient Advisors
Ohio
$126K +$123K +11,859 New
NFG
129
Next Financial Group
Texas
$123K +$120K +11,576 New
RIA
130
Regal Investment Advisors
Michigan
$118K
APFBOT
131
Amica Pension Fund Board of Trustees
Rhode Island
$117K
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$113K +$7.46K +717 +7%
SPC
133
Sigma Planning Corp
Michigan
$113K +$110K +10,578 New
BHA
134
Beech Hill Advisors
New York
$106K
WA
135
WFG Advisors
Texas
$102K -$31.9K -3,065 -24%
ASN
136
Advisory Services Network
Georgia
$100K +$97.5K +9,374 New
QI
137
QS Investors
New York
$92K
MA
138
MCF Advisors
Kentucky
$91K
BJ
139
BlackRock Japan
Japan
$89K -$5.04K -484 -5%
Creative Planning
140
Creative Planning
Kansas
$75K -$59K -5,675 -45%
FWM
141
Focused Wealth Management
New York
$75K +$146 +14 +0.2%
SIA
142
Sit Investment Associates
Minnesota
$71K
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$66K +$2.08K +200 +3%
US Bancorp
144
US Bancorp
Minnesota
$64K +$6.7K +644 +12%
SAMC
145
Shinko Asset Management Company
Japan
$61K -$4.16K -400 -7%
IF
146
Ironwood Financial
Arizona
$59K
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$58K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$48K
FPTW
149
Franklin, Parlapiano, Turner & Welch
Texas
$47K
AIM
150
Advantage Investment Management
Iowa
$40K +$281 +27 +0.7%

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.