UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF
UDF was delisted on the 18th of February, 2016.
4 hedge funds and large institutions have $108K invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 7 closing their positions.
64% less funds holding
Funds holding: 11 → 4 (-7)
90% less capital invested
Capital invested by funds: $1.07M → $108K (-$957K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 7
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$437K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$113K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$82K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$72K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
1
Kovack Advisors
Ft. Lauderdale,
Florida
| $53K | – | – | – |
|
|
RPG
2
Risk Paradigm Group
Austin,
Texas
| $41.4K | -$27.8K | -14,644 | -40% |
|
|
VIA
3
Vantage Investment Advisors
State College,
Pennsylvania
| $14K | – | – | – |
|
|
SPC
4
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$437K | -145,572 | Closed |
|
|
SS
5
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$113K | -37,530 | Closed |
|
|
UCFA
6
United Capital Financial Advisors
Irving,
Texas
| – | -$82K | -27,415 | Closed |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$72K | -23,940 | Closed |
|
|
8
SEI Investments
Oaks,
Pennsylvania
| – | -$68K | -22,700 | Closed |
|
|
CAM
9
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$67K | -22,439 | Closed |
|
|
EWM
10
Endurance Wealth Management
Providence,
Rhode Island
| – | -$6K | -1,862 | Closed |
|
UDF Hedge Fund Activity: Q1 2017 in Review
4 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q1 2017, worth a combined $108K — down 90% from $1.07M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UDF and 0 opened new positions — a net loss of 7 holders — while 1 trimmed existing stakes and 0 added.
The largest seller was Sigma Planning Corp, exiting entirely with an estimated $437K sold.
- 4 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q1 2017, down from 11 in Q4 2016.
- Funds reported $108K of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q1 2017, down 90% quarter-over-quarter.
- 0 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q1 2017 and 7 closed out, a net change of -7 holders.
- The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q1 2017 was Sigma Planning Corp, an estimated $437K sold.
Based on aggregated 13F filings for Q1 2017.