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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.

38 hedge funds and large institutions have $67.2M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

41% more funds holding

Funds holding: 2738 (+11)

28% more capital invested

Capital invested by funds: $52.7M → $67.2M (+$14.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
12
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
1
VSR Financial Services
Kansas
$19.4M +$2.2M +114,408 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.5M +$6.61M +344,077 +77%
BIT
3
BlackRock Institutional Trust
California
$9.33M +$264K +13,749 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.99M +$1.3M +67,751 +45%
SPC
5
Sigma Planning Corp
Michigan
$2.47M +$2.59M +134,836 New
WA
6
WFG Advisors
Texas
$1.96M +$2.05M +106,833 New
ICAS
7
Investors Capital Advisory Services
Massachusetts
$1.75M -$142K -7,378 -7%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.49M +$1.56M +81,166 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.44M +$27.2K +1,414 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$985K +$1.03M +53,707 New
Northern Trust
11
Northern Trust
Illinois
$871K +$94K +4,890 +11%
LPL Financial
12
LPL Financial
California
$842K +$159K +8,277 +22%
Morgan Stanley
13
Morgan Stanley
New York
$727K +$644K +33,531 +552%
KA
14
Kovack Advisors
Florida
$700K +$110K +5,726 +18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$652K +$561K +29,215 +463%
CS
16
Credit Suisse
Switzerland
$625K +$655K +34,102 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$594K
RIA
18
Regal Investment Advisors
Michigan
$578K +$191K +9,928 +46%
CAM
19
Concorde Asset Management
Michigan
$551K +$577K +30,038 New
SS
20
Simplicity Solutions
Minnesota
$551K +$577K +30,038 New
JPTCCM
21
J.P. Turner & Co Capital Management
Georgia
$474K +$492K +25,576 New
Millennium Management
22
Millennium Management
New York
$430K +$451K +23,466 New
MC
23
Menta Capital
California
$386K -$275K -14,320 -41%
State Street
24
State Street
Massachusetts
$336K -$38.4K -2,000 -10%
DC
25
Deere & Company
Illinois
$293K

UDF Hedge Fund Activity: Q4 2014 in Review

38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q4 2014, worth a combined $67.2M — up 28% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UDF positions and 4 closed out — a net gain of 12 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.61M. The largest seller was Jane Street, exiting entirely with an estimated $1.56M sold.

  • 38 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q4 2014, up from 27 in Q3 2014.
  • Funds reported $67.2M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q4 2014, up 28% quarter-over-quarter.
  • 16 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q4 2014 and 4 closed out, a net change of +12 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q4 2014 was Vanguard Group, an estimated $6.61M added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q4 2014 was Jane Street, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2014.