Urban Edge Properties
210 hedge funds and large institutions have $2.33B invested in Urban Edge Properties in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 24 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 66
0.49% less ownership
Funds ownership: 89.14% → 88.65% (-0.49%)
5% less capital invested
Capital invested by funds: $2.45B → $2.33B (-$120M)
6% less funds holding
Funds holding: 223 → 210 (-13)
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $395K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$316M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$33.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$31.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$18.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$71M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$17.5M |
| 3 |
TA
Teachers Advisors
New York
|
-$13.7M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$11.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZB
226
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -99 | Closed |
|
|
WA
227
WFG Advisors
Dallas,
Texas
| – | -$1K | -28 | Closed |
|
228
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$55 | +2 | New |
|
UE Hedge Fund Activity: Q1 2017 in Review
210 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2017, worth a combined $2.33B — down 4.9% from $2.45B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UE and 19 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 69 added.
The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Fidelity Investments, cutting an estimated $71M.
- 210 institutional investors held Urban Edge Properties (UE) as of Q1 2017, down from 223 in Q4 2016.
- Funds reported $2.33B of Urban Edge Properties stock for Q1 2017, down 4.9% quarter-over-quarter.
- 19 funds opened new Urban Edge Properties positions in Q1 2017 and 24 closed out, a net change of -5 holders.
- The largest Urban Edge Properties buyer in Q1 2017 was BlackRock, an estimated $316M added.
- The largest Urban Edge Properties seller in Q1 2017 was Fidelity Investments, an estimated $71M sold.
Based on aggregated 13F filings for Q1 2017.