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Monogram Residential Trust, Inc.
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Delisted

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

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175 hedge funds and large institutions have $1.25B invested in Monogram Residential Trust, Inc. in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

7% more funds holding

Funds holding: 164 → 175 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $1.33B → $1.25B (-$79M)

Holders
175
Holders Change
+11
Holders Change %
+6.71%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
62
Reduced
51
Closed
13
Calls
$302K
Puts
–
Net Calls
+$302K
Net Calls Change
+$172K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$147M
2
Millennium Management
Millennium Management
New York
+$30.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$11.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.79M
5
MIRH
Madison International Realty Holdings
New York
+$9.23M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.2M
2
GL
Governors Lane
New York
-$16.3M
3
SCRM
Security Capital Research & Management
Illinois
-$15M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$10.7M
5
AG
Advisor Group
Arizona
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$107K – – –
ASN
152
Advisory Services Network
Georgia
$106K +$109K +10,676 New
AA
153
Ancora Advisors
Ohio
$102K – – –
URS
154
Utah Retirement Systems
Utah
$102K +$104K +10,200 New
BHA
155
Beech Hill Advisors
New York
$100K – – –
CAM
156
Columbia Asset Management
Michigan
$99K – – –
MA
157
MCF Advisors
Kentucky
$85K – – –
WA
158
WFG Advisors
Texas
$71K +$358 +35 +0.5%
Creative Planning
159
Creative Planning
Kansas
$70K – – –
FWM
160
Focused Wealth Management
New York
$70K +$133 +13 +0.2%
PI
161
PHH Investments
Texas
$64K +$65.9K +6,451 New
HFM
162
Harvest Fund Management
China
$60K – – –
IF
163
Ironwood Financial
Arizona
$55K – – –
BCI
164
Brinker Capital Investments
Pennsylvania
$48K – – –
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$45K – – –
FPTW
166
Franklin, Parlapiano, Turner & Welch
Texas
$44K – – –
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$42K +$34.2K +3,350 +354%
RCG
168
Ruggie Capital Group
Florida
$42K +$43K +4,210 New
WEC
169
Winslow Evans & Crocker
Massachusetts
$29.5K +$30.3K +2,962 New
PHK
170
Point72 Hong Kong
Hong Kong
$22K +$22.1K +2,164 New
MAM
171
Meeder Asset Management
Ohio
$17K +$17.7K +1,734 New
WP
172
WealthPLAN Partners
Nebraska
$15.4K +$15.9K +1,556 New
BWM
173
Baystate Wealth Management
Massachusetts
$12K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$5K -$23.1K -2,261 -83%
Walleye Trading
175
Walleye Trading
New York
$423 +$137K +13,455 +46%
4 5 6
7
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MORE Hedge Fund Activity: Q1 2017 in Review

175 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Monogram Residential Trust, Inc. (MORE) for Q1 2017, worth a combined $1.25B — down 6% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MORE positions and 13 closed out — a net gain of 18 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $147M. The largest seller was Fidelity Investments, cutting an estimated $45.2M.

  • 175 institutional investors held Monogram Residential Trust, Inc. (MORE) as of Q1 2017, up from 164 in Q4 2016.
  • Funds reported $1.25B of Monogram Residential Trust, Inc. stock for Q1 2017, down 6% quarter-over-quarter.
  • 31 funds opened new Monogram Residential Trust, Inc. positions in Q1 2017 and 13 closed out, a net change of +18 holders.
  • The largest Monogram Residential Trust, Inc. buyer in Q1 2017 was BlackRock, an estimated $147M added.
  • The largest Monogram Residential Trust, Inc. seller in Q1 2017 was Fidelity Investments, an estimated $45.2M sold.

Based on aggregated 13F filings for Q1 2017.