We are live on ! Find out more
UDF

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

Delisted

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

27 hedge funds and large institutions have $52.7M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

193% more capital invested

Capital invested by funds: $18M → $52.7M (+$34.7M)

69% more funds holding

Funds holding: 1627 (+11)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
6
Reduced
4
Closed
5
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
1
VSR Financial Services
Kansas
$18.6M +$6.24M +330,015 +54%
BIT
2
BlackRock Institutional Trust
California
$9.81M +$9.36M +495,095 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.83M +$8.43M +445,691 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.97M +$2.83M +149,855 New
ICAS
5
Investors Capital Advisory Services
Massachusetts
$2.04M -$186K -9,859 -9%
Jane Street
6
Jane Street
New York
$1.56M +$1.26M +66,504 +545%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.53M +$549K +29,030 +60%
Northern Trust
8
Northern Trust
Illinois
$844K +$806K +42,602 New
AI
9
Atria Investments
North Carolina
$780K +$744K +39,330 New
LPL Financial
10
LPL Financial
California
$739K +$712K +37,639 New
MC
11
Menta Capital
California
$701K +$669K +35,354 New
KA
12
Kovack Advisors
Florida
$643K +$613K +32,427 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$642K +$613K +32,415 New
BCM
14
Beck Capital Management
Texas
$447K +$429K +22,683 New
RIA
15
Regal Investment Advisors
Michigan
$428K +$408K +21,579 New
State Street
16
State Street
Massachusetts
$402K +$384K +20,300 New
AIG
17
American International Group
New York
$393K +$43.9K +2,320 +13%
DC
18
Deere & Company
Illinois
$316K +$302K +15,957 New
Goldman Sachs
19
Goldman Sachs
New York
$259K +$247K +13,065 New
NPC
20
National Planning Corporation
California
$224K +$213K +11,250 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$125K +$106K +5,610 +801%
Morgan Stanley
22
Morgan Stanley
New York
$120K +$65.8K +3,482 +134%
U
23
UBS
Switzerland
$102K -$19.9K -1,053 -17%
BA
24
BlackRock Advisors
Delaware
$93K +$88.7K +4,691 New
Bank of America
25
Bank of America
North Carolina
$18K -$211K -11,164 -92%

UDF Hedge Fund Activity: Q3 2014 in Review

27 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q3 2014, worth a combined $52.7M — up 193% from $18M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UDF positions and 5 closed out — a net gain of 11 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock Institutional Trust, opening a new position worth an estimated $9.36M. The largest seller was CSS LLC, exiting entirely with an estimated $616K sold.

  • 27 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $52.7M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q3 2014, up 193% quarter-over-quarter.
  • 16 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q3 2014 and 5 closed out, a net change of +11 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q3 2014 was BlackRock Institutional Trust, an estimated $9.36M added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q3 2014 was CSS LLC, an estimated $616K sold.

Based on aggregated 13F filings for Q3 2014.