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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.

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7 hedge funds and large institutions have $444K invested in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

17% more funds holding

Funds holding: 6 → 7 (+1)

29% less capital invested

Capital invested by funds: $627K → $444K (-$184K)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KM
Kalos Management
Georgia
+$84.6K
2
AWA
Arkadios Wealth Advisors
Georgia
+$69.7K
3
KA
Kovack Advisors
Florida
+$21K
4
OPS
Orion Portfolio Solutions
Nebraska
+$350

Top Sellers

Rank Fund Capital Flow
1
HR
Hayden Royal
North Carolina
-$104K
2
RFWA
RPg Family Wealth Advisory
Massachusetts
-$37.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1
Hayden Royal
North Carolina
$208K -$104K -60,895 -33%
KM
2
Kalos Management
Georgia
$140K +$84.6K +51,332 +153%
AWA
3
Arkadios Wealth Advisors
Georgia
$69.7K +$69.7K +41,006 New
KA
4
Kovack Advisors
Florida
$21K +$21K +12,312 New
VCP
5
Verus Capital Partners
Arizona
$3K – – –
IA
6
IFP Advisors
Florida
$1K – – –
OPS
7
Orion Portfolio Solutions
Nebraska
$1K +$350 +286 +54%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
– -$37.3K -12,761 Closed

UDF Hedge Fund Activity: Q1 2020 in Review

7 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) for Q1 2020, worth a combined $444K — down 29% from $627K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UDF positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Kalos Management, adding an estimated $84.6K. The largest seller was Hayden Royal, cutting an estimated $104K.

  • 7 institutional investors held UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) as of Q1 2020, up from 6 in Q4 2019.
  • Funds reported $444K of UNITED DEV FDG IV COM SHS OF BENE INT (TX) stock for Q1 2020, down 29% quarter-over-quarter.
  • 2 funds opened new UNITED DEV FDG IV COM SHS OF BENE INT (TX) positions in Q1 2020 and 1 closed out, a net change of +1 holder.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) buyer in Q1 2020 was Kalos Management, an estimated $84.6K added.
  • The largest UNITED DEV FDG IV COM SHS OF BENE INT (TX) seller in Q1 2020 was Hayden Royal, an estimated $104K sold.

Based on aggregated 13F filings for Q1 2020.