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UDF

UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF

Delisted

UDF was delisted on the 18th of February, 2016.

65 hedge funds and large institutions have $114M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

49% more capital invested

Capital invested by funds: $76.5M → $114M (+$37.2M)

41% more funds holding

Funds holding: 4665 (+19)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
23
Reduced
11
Closed
7
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$663K -$56K -3,141 -8%
Charles Schwab
27
Charles Schwab
California
$648K +$660K +37,025 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$621K +$634K +35,530 New
RPG
29
Risk Paradigm Group
Texas
$552K -$47.5K -2,661 -8%
AWA
30
Arete Wealth Advisors
Illinois
$524K +$76.7K +4,300 +17%
CAM
31
Concorde Asset Management
Michigan
$489K -$20.2K -1,131 -4%
RIA
32
Regal Investment Advisors
Michigan
$448K
MLICM
33
Metropolitan Life Insurance Company (MetLife)
New York
$445K +$454K +25,478 New
AIG
34
American International Group
New York
$442K +$311K +17,458 +222%
BA
35
BlackRock Advisors
Delaware
$352K +$276K +15,463 +330%
NFA
36
Nationwide Fund Advisors
Ohio
$337K +$344K +19,303 New
DAC
37
Dividend Assets Capital
South Carolina
$308K +$98.1K +5,500 +45%
BOTW
38
Bank of the West
California
$306K +$312K +17,500 New
PP
39
PDT Partners
New York
$302K +$308K +17,260 New
DC
40
Deere & Company
Illinois
$279K
PAM
41
Panagora Asset Management
Massachusetts
$255K -$238K -13,361 -48%
Bank of America
42
Bank of America
North Carolina
$248K +$237K +13,296 +1,428%
Invesco
43
Invesco
Georgia
$229K +$234K +13,124 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$219K +$224K +12,554 New
NPC
45
National Planning Corporation
California
$202K
VOYA Investment Management
46
VOYA Investment Management
Georgia
$190K +$194K +10,894 New
SO
47
STRS Ohio
Ohio
$171K +$175K +9,800 New
Wells Fargo
48
Wells Fargo
California
$137K +$103K +5,803 +285%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$101K +$103K +5,790 New
Morgan Stanley
50
Morgan Stanley
New York
$87K -$64.9K -3,637 -42%

UDF Hedge Fund Activity: Q2 2015 in Review

65 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q2 2015, worth a combined $114M — up 49% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UDF positions and 7 closed out — a net gain of 19 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $13.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.

  • 65 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q2 2015, up from 46 in Q1 2015.
  • Funds reported $114M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q2 2015, up 49% quarter-over-quarter.
  • 26 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q2 2015 and 7 closed out, a net change of +19 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $13.7M added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q2 2015 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2015.