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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.

46 hedge funds and large institutions have $76.5M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

21% more funds holding

Funds holding: 3846 (+8)

14% more capital invested

Capital invested by funds: $67.2M → $76.5M (+$9.28M)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
1
VSR Financial Services
Kansas
$20.1M +$1.59M +93,487 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15M +$1.17M +68,736 +9%
BIT
3
BlackRock Institutional Trust
California
$9.71M +$773K +45,327 +9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.92M +$108K +6,316 +3%
JPTCCM
5
J.P. Turner & Co Capital Management
Georgia
$2.54M +$2.04M +119,293 +466%
SPC
6
Sigma Planning Corp
Michigan
$2.29M -$70.2K -4,117 -3%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$1.95M +$275K +16,115 +17%
WA
8
WFG Advisors
Texas
$1.66M -$202K -11,862 -11%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.58M +$627K +36,773 +68%
VIA
10
Vident Investment Advisory
Georgia
$1.46M +$1.42M +83,268 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.34M -$32.9K -1,931 -2%
AI
12
Atria Investments
North Carolina
$1.11M +$1.09M +63,663 New
Goldman Sachs
13
Goldman Sachs
New York
$1.11M +$858K +50,269 +386%
LPL Financial
14
LPL Financial
California
$1.02M +$196K +11,492 +25%
Northern Trust
15
Northern Trust
Illinois
$929K +$94K +5,511 +12%
BCM
16
BlueCrest Capital Management
Jersey
$898K +$874K +51,232 New
Two Sigma Investments
17
Two Sigma Investments
New York
$778K -$628K -36,784 -45%
CS
18
Credit Suisse
Switzerland
$730K +$129K +7,537 +22%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$721K +$96.3K +5,643 +16%
KA
20
Kovack Advisors
Florida
$719K +$49.7K +2,911 +8%
MC
21
Menta Capital
California
$614K +$239K +14,000 +67%
RPG
22
Risk Paradigm Group
Texas
$599K +$584K +34,214 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$568K -$17 -1 -0%
Millennium Management
24
Millennium Management
New York
$541K +$127K +7,419 +32%
CAM
25
Concorde Asset Management
Michigan
$510K -$15.6K -914 -3%

UDF Hedge Fund Activity: Q1 2015 in Review

46 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q1 2015, worth a combined $76.5M — up 14% from $67.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UDF positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was J.P. Turner & Co Capital Management, adding an estimated $2.04M. The largest seller was Two Sigma Investments, cutting an estimated $628K.

  • 46 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q1 2015, up from 38 in Q4 2014.
  • Funds reported $76.5M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q1 2015, up 14% quarter-over-quarter.
  • 12 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q1 2015 and 4 closed out, a net change of +8 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q1 2015 was J.P. Turner & Co Capital Management, an estimated $2.04M added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q1 2015 was Two Sigma Investments, an estimated $628K sold.

Based on aggregated 13F filings for Q1 2015.