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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.

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: 6578 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$192K
Wells Fargo
52
Wells Fargo
California
$188K +$50.9K +2,868 +37%
SO
53
STRS Ohio
Ohio
$172K
Bank of America
54
Bank of America
North Carolina
$159K -$92.5K -5,215 -37%
SG Americas Securities
55
SG Americas Securities
New York
$155K +$156K +8,793 New
Morgan Stanley
56
Morgan Stanley
New York
$139K +$51.5K +2,902 +59%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$114K +$69.9K +3,942 +155%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$102K
UBS Group
59
UBS Group
Switzerland
$99K +$69.5K +3,920 +232%
BCM
60
Brookstone Capital Management
Illinois
$91K +$33.2K +1,869 +56%
Legal & General Group
61
Legal & General Group
United Kingdom
$70K +$69.4K +3,912 New
TRCT
62
Tower Research Capital (TRC)
New York
$64K +$53.1K +2,992 +443%
AAM
63
Advisors Asset Management
Colorado
$46K +$46K +2,592 New
EMA
64
Efficient Market Advisors
California
$31K
Victory Capital Management
65
Victory Capital Management
Texas
$30K -$12.5K -705 -29%
VIA
66
Vantage Investment Advisors
Pennsylvania
$28K +$27.9K +1,575 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$23K -$8.39K -473 -27%
Creative Planning
68
Creative Planning
Kansas
$18K +$17.7K +1,000 New
SIM
69
Sonora Investment Management
Arizona
$18K +$17.7K +1,000 New
NFG
70
Next Financial Group
Texas
$17K +$8.87K +500 +100%
BlackRock
71
BlackRock
New York
$13K
AIM
72
Advantage Investment Management
Iowa
$9K
CTC
73
Central Trust Company
Missouri
$9K
RFC
74
Russell Frank Company
Washington
$9K +$8.87K +500 New
PAM
75
Panagora Asset Management
Massachusetts
$6K -$253K -14,236 -98%

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.