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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 $11.8M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

7% less funds holding

Funds holding: 8478 (-6)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

73% less capital invested

Capital invested by funds: $43.4M → $11.8M (-$31.6M)

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
10
Closed
8
Calls
$351K
Puts
Net Calls
+$351K
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.35M
State Street
2
State Street
Massachusetts
$1.46M
Northern Trust
3
Northern Trust
Illinois
$915K -$30.1K -9,500 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$857K
GXMC
5
Global X Management Company
New York
$552K
Bank of New York Mellon
6
Bank of New York Mellon
New York
$466K -$18.9K -5,917 -4%
WA
7
WFG Advisors
Texas
$462K +$8.49K +2,654 +2%
Goldman Sachs
8
Goldman Sachs
New York
$381K +$18.5K +5,770 +5%
SPC
9
Sigma Planning Corp
Michigan
$336K +$71.5K +30,620 +27%
DC
10
Deere & Company
Illinois
$282K
IA
11
IFP Advisors
Florida
$210K -$234K -73,235 -53%
Invesco
12
Invesco
Georgia
$165K
SG Americas Securities
13
SG Americas Securities
New York
$147K -$30.2K -2,573 -17%
TA
14
Teachers Advisors
New York
$145K
MC
15
Menta Capital
California
$135K
AI
16
Analytic Investors
California
$127K
SS
17
Simplicity Solutions
Minnesota
$123K -$21.5K -6,730 -15%
RPG
18
Risk Paradigm Group
Texas
$117K +$117K +36,432 New
Charles Schwab
19
Charles Schwab
California
$114K
EA
20
Emerald Acquisition
Washington
$109K -$109K -34,187 -50%
CWM
21
Concert Wealth Management
California
$109K +$109K +34,073 New
KA
22
Kovack Advisors
Florida
$106K +$3.99K +1,250 +4%
Morgan Stanley
23
Morgan Stanley
New York
$99K
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$90K
WP
25
WealthSource Partners
California
$87K

UDF Hedge Fund Activity: Q3 2016 in Review

78 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 Q3 2016, worth a combined $11.8M — down 73% from $43.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UDF and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 18 added.

The largest buyer was Risk Paradigm Group, opening a new position worth an estimated $117K. The largest seller was Credit Suisse, exiting entirely with an estimated $515K sold.

  • 78 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q3 2016, down from 84 in Q2 2016.
  • Funds reported $11.8M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q3 2016, down 73% quarter-over-quarter.
  • 5 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q3 2016 and 8 closed out, a net change of -3 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q3 2016 was Risk Paradigm Group, an estimated $117K added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q3 2016 was Credit Suisse, an estimated $515K sold.

Based on aggregated 13F filings for Q3 2016.