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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.

11 hedge funds and large institutions have $1.07M invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

86% less funds holding

Funds holding: 7811 (-67)

91% less capital invested

Capital invested by funds: $11.8M → $1.07M (-$10.7M)

98% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 66

Holders
11
Holders Change
-67
Holders Change %
-85.9%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
2
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Sigma Planning Corp
Michigan
$437K +$4.97K +1,656 +1%
SS
2
Simplicity Solutions
Minnesota
$113K -$2.76K -918 -2%
RPG
3
Risk Paradigm Group
Texas
$109K
KA
4
Kovack Advisors
Florida
$83K -$16.5K -5,517 -17%
UCFA
5
United Capital Financial Advisors
Texas
$82K
CIAS
6
Capital Investment Advisory Services
North Carolina
$72K +$72K +23,940 New
SEI Investments
7
SEI Investments
Pennsylvania
$68K
CAM
8
Concorde Asset Management
Michigan
$67K
VIA
9
Vantage Investment Advisors
Pennsylvania
$21K
CTC
10
Central Trust Company
Missouri
$7K
EWM
11
Endurance Wealth Management
Rhode Island
$6K
Vanguard Group
12
Vanguard Group
Pennsylvania
-$3.35M -1,046,822 Closed
State Street
13
State Street
Massachusetts
-$1.46M -457,542 Closed
GXMC
14
Global X Management Company
New York
-$552K -344,809 Closed
Northern Trust
15
Northern Trust
Illinois
-$915K -288,556 Closed
Geode Capital Management
16
Geode Capital Management
Massachusetts
-$857K -267,956 Closed
Bank of New York Mellon
17
Bank of New York Mellon
New York
-$466K -145,642 Closed
WA
18
WFG Advisors
Texas
-$462K -144,412 Closed
Renaissance Technologies
19
Renaissance Technologies
New York
-$42K -129,700 Closed
Goldman Sachs
20
Goldman Sachs
New York
-$381K -119,023 Closed
TCIM
21
TIAA CREF Investment Management
New York
-$316 -98,616 Closed
IA
22
IFP Advisors
Florida
-$210K -65,777 Closed
TA
23
Teachers Advisors
New York
-$145K -45,202 Closed
Charles Schwab
24
Charles Schwab
California
-$114K -44,425 Closed
MC
25
Menta Capital
California
-$135K -42,281 Closed

UDF Hedge Fund Activity: Q4 2016 in Review

11 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q4 2016, worth a combined $1.07M — down 91% from $11.8M a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of UDF and 1 opened new positions — a net loss of 65 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Sigma Planning Corp, adding an estimated $4.97K. The largest seller was Vanguard Group, exiting entirely with an estimated $3.35M sold.

  • 11 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q4 2016, down from 78 in Q3 2016.
  • Funds reported $1.07M of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q4 2016, down 91% quarter-over-quarter.
  • 1 fund opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q4 2016 and 66 closed out, a net change of -65 holders.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q4 2016 was Sigma Planning Corp, an estimated $4.97K added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q4 2016 was Vanguard Group, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2016.