We are live on ! Find out more
MORE

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
Creative Planning
151
Creative Planning
Kansas
$76K
FWM
152
Focused Wealth Management
New York
$76K +$158 +15 +0.2%
SIA
153
Sit Investment Associates
Minnesota
$72K
HFM
154
Harvest Fund Management
China
$65K +$63.1K +6,000 New
AIM
155
Advantage Investment Management
Iowa
$62K +$20.1K +1,906 +50%
IF
156
Ironwood Financial
Arizona
$60K
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$58K
BCI
158
Brinker Capital Investments
Pennsylvania
$52K +$50.5K +4,800 New
SEI Investments
159
SEI Investments
Pennsylvania
$49K +$31.5K +2,998 +191%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$48K
FPTW
161
Franklin, Parlapiano, Turner & Welch
Texas
$48K
TRCT
162
Tower Research Capital (TRC)
New York
$30K +$28.4K +2,697 +6,578%
WIM
163
Westside Investment Management
California
$22K +$22.2K +2,111 New
BWM
164
Baystate Wealth Management
Massachusetts
$13K +$12.7K +1,203 New
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$10K -$1.01M -95,683 -99%
GC
166
Gratia Capital
California
-$6.01M -564,484 Closed
Millennium Management
167
Millennium Management
New York
-$5.72M -537,842 Closed
VOAM
168
Vertex One Asset Management
British Columbia, Canada
-$1.06M -100,000 Closed
MTB
169
Mizuho Trust & Banking
Japan
-$442K -41,517 Closed
PP
170
Paloma Partners
Connecticut
-$319K -30,000 Closed
DTL
171
Dynamic Technology Lab
Singapore
-$172K -16,172 Closed
LNC
172
Lincoln National Corp
Pennsylvania
-$157K -14,717 Closed
Mariner
173
Mariner
Kansas
-$155K -14,603 Closed
AMI
174
Amica Mutual Insurance
Rhode Island
-$149K -14,000 Closed
FAAS
175
First Allied Advisory Services
California
-$128K -12,025 Closed

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.