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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.

84 hedge funds and large institutions have $43.4M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,888% more call options, than puts

Call options by funds: $399K | Put options by funds: $8K

92% more capital invested

Capital invested by funds: $22.6M → $43.4M (+$20.8M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

2% less funds holding

Funds holding: 8684 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
17
Closed
7
Calls
$399K
Puts
$8K
Net Calls
+$391K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$31K
AAM
52
Advisors Asset Management
Colorado
$24K
Bank of America
53
Bank of America
North Carolina
$19K +$6.22K +1,929 +49%
Legal & General Group
54
Legal & General Group
United Kingdom
$15K
Teacher Retirement System of Texas
55
Teacher Retirement System of Texas
Texas
$12K
VFS
56
VSR Financial Services
Kansas
$9K -$1.01K -105,515 -10%
AIM
57
Acrospire Investment Management
Illinois
$9K
CTC
58
Central Trust Company
Missouri
$7K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$6K
VIA
60
Vantage Investment Advisors
Pennsylvania
$5K
Creative Planning
61
Creative Planning
Kansas
$5K +$1.45K +410 +41%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$4K -$322 -667 -7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$3K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1K
BCMIO
65
Beacon Capital Management Inc (Ohio)
Ohio
$1K
PCM
66
Penserra Capital Management
California
$1K
BRWA
67
B. Riley Wealth Advisors
Florida
-$546K -170,700 Closed
Millennium Management
68
Millennium Management
New York
-$81K -72,235 Closed
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
-$208K -64,887 Closed
RPG
70
Risk Paradigm Group
Texas
-$117K -36,432 Closed
Ameriprise
71
Ameriprise
Minnesota
-$54K -16,831 Closed
Canada Life
72
Canada Life
Manitoba, Canada
-$25K -8,230 Closed
AIM
73
Advantage Investment Management
Iowa
-$1K -250 Closed

UDF Hedge Fund Activity: Q2 2016 in Review

84 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q2 2016, worth a combined $43.4M — up 92% from $22.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UDF and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 17 added.

The largest buyer was IFP Advisors, adding an estimated $394K. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $546K sold.

  • 84 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q2 2016, down from 86 in Q1 2016.
  • Funds reported $43.4M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q2 2016, up 92% quarter-over-quarter.
  • 6 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q2 2016 was IFP Advisors, an estimated $394K added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q2 2016 was B. Riley Wealth Advisors, an estimated $546K sold.

Based on aggregated 13F filings for Q2 2016.