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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.

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78 hedge funds and large institutions have $126M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

20% more funds holding

Funds holding: 65 → 78 (+13)

11% more capital invested

Capital invested by funds: $114M → $126M (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
29
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$2.27M
2
State Street
State Street
Massachusetts
+$1.84M
3
BRWA
B. Riley Wealth Advisors
Florida
+$1.81M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.79M
5
BIT
BlackRock Institutional Trust
California
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.43M
2
Deutsche Bank
Deutsche Bank
Germany
-$953K
3
Renaissance Technologies
Renaissance Technologies
New York
-$863K
4
BOTW
Bank of the West
California
-$306K
5
PP
PDT Partners
New York
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$711K -$863K -48,646 -55%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$684K -$188K -10,607 -21%
AllianceBernstein
28
AllianceBernstein
Tennessee
$671K +$676K +38,100 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$667K +$42.4K +2,389 +7%
KA
30
Kovack Advisors
Florida
$647K -$20.8K -1,171 -3%
AI
31
Analytic Investors
California
$643K +$648K +36,510 New
RPG
32
Risk Paradigm Group
Texas
$643K +$88.3K +4,976 +16%
AWA
33
Arete Wealth Advisors
Illinois
$536K +$8.87K +500 +2%
ACM
34
Ativo Capital Management
Illinois
$496K +$500K +28,210 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$493K +$274K +15,446 +123%
CAM
36
Concorde Asset Management
Michigan
$489K -$4.12K -232 -0.8%
RIA
37
Regal Investment Advisors
Michigan
$451K – – –
AIG
38
American International Group
New York
$439K -$6.23K -351 -1%
PPA
39
Parametric Portfolio Associates
Washington
$375K +$378K +21,313 New
BA
40
BlackRock Advisors
Delaware
$374K +$19.5K +1,098 +5%
FM
41
Forward Management
California
$352K +$355K +20,000 New
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$346K -$104K -5,837 -23%
NFA
43
Nationwide Fund Advisors
Ohio
$340K – – –
DAC
44
Dividend Assets Capital
South Carolina
$310K – – –
DC
45
Deere & Company
Illinois
$281K – – –
Invesco
46
Invesco
Georgia
$232K +$1.44K +81 +0.6%
Deutsche Bank
47
Deutsche Bank
Germany
$217K -$953K -53,739 -81%
BCM
48
Beck Capital Management
Texas
$198K +$196K +11,075 New
VKH
49
Virtu KCG Holdings
New York
$194K +$195K +11,004 New
NPC
50
National Planning Corporation
California
$193K – – –
1
2
3 4

UDF Hedge Fund Activity: Q3 2015 in Review

78 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q3 2015, worth a combined $126M — up 11% from $114M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UDF positions and 5 closed out — a net gain of 13 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Northern Trust, adding an estimated $2.27M. The largest seller was Atria Investments, exiting entirely with an estimated $1.43M sold.

  • 78 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q3 2015, up from 65 in Q2 2015.
  • Funds reported $126M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q3 2015, up 11% quarter-over-quarter.
  • 18 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q3 2015 and 5 closed out, a net change of +13 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q3 2015 was Northern Trust, an estimated $2.27M added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q3 2015 was Atria Investments, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2015.