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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$270M +$1.44M +136,923 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M -$14.7M -1,396,902 -8%
MIRH
3
Madison International Realty Holdings
New York
$170M +$16.7M +1,591,161 +11%
BIT
4
BlackRock Institutional Trust
California
$68.9M +$2.03M +192,624 +3%
BFA
5
BlackRock Fund Advisors
California
$59.7M +$8.44M +802,312 +17%
State Street
6
State Street
Massachusetts
$58.4M +$393K +37,386 +0.7%
Northern Trust
7
Northern Trust
Illinois
$45.7M +$479K +45,534 +1%
Prudential Financial
8
Prudential Financial
New Jersey
$33.6M -$5.65M -536,737 -15%
TA
9
Teachers Advisors
New York
$31.1M +$126K +11,968 +0.4%
SCRM
10
Security Capital Research & Management
Illinois
$25M +$71.6K +6,800 +0.3%
N
11
Nuveen
North Carolina
$20.3M -$793K -75,384 -4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$20.3M +$3.16M +300,519 +19%
Norges Bank
13
Norges Bank
Norway
$19.8M
AG
14
Advisor Group
Arizona
$16.9M -$9.1M -864,624 -36%
Charles Schwab
15
Charles Schwab
California
$16.9M +$2.04M +193,990 +14%
GL
16
Governors Lane
New York
$16.3M +$12.8M +1,215,000 +415%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16M +$1.04M +98,492 +7%
TCIM
18
TIAA CREF Investment Management
New York
$13.1M +$4.57M +434,365 +56%
BG
19
BlackRock Group
United Kingdom
$12.5M +$38.5K +3,658 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.3M +$831K +78,922 +7%
EAM
21
Eagle Asset Management
Florida
$12.3M +$196K +18,614 +2%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.7M -$2.89M -275,100 -22%
Morgan Stanley
23
Morgan Stanley
New York
$10.3M +$5.4M +513,557 +117%
GC
24
Guggenheim Capital
Illinois
$10M +$2.17M +206,283 +29%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$9.94M +$3.2M +303,791 +49%

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.