Urban Edge Properties
224 hedge funds and large institutions have $2.11B invested in Urban Edge Properties in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 11 closing their positions.
264% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 11
24% more capital invested
Capital invested by funds: $1.7B → $2.11B (+$409M)
13% more funds holding
Funds holding: 198 → 224 (+26)
3.47% more ownership
Funds ownership: 94.72% → 98.2% (+3.5%)
9% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 77
75% less call options, than puts
Call options by funds: $60K | Put options by funds: $238K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$69.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$19.1M |
| 3 |
Jennison Associates
New York
|
+$16.6M |
| 4 |
Walleye Capital
New York
|
+$12.2M |
| 5 |
BlackRock
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18.5M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$15.8M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$14.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$8.15M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$7.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFCM
226
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$1.24M | -81,076 | Closed |
|
|
LIMS
227
Lasalle Investment Management Securities
Baltimore,
Maryland
| – | -$850K | -55,703 | Closed |
|
|
MYAM
228
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$490K | -32,085 | Closed |
|
|
HS
229
Hazelview Securities
Toronto,
Ontario, Canada
| – | -$422K | -28,300 | Closed |
|
|
WAM
230
Wolverine Asset Management
Chicago,
Illinois
| – | -$324K | -21,233 | Closed |
|
|
TSS
231
Two Sigma Securities
New York
| – | -$239K | -15,684 | Closed |
|
232
Verition Fund Management
Greenwich,
Connecticut
| – | -$175K | -11,500 | Closed |
|
|
CSPIA
233
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$146K | -9,560 | Closed |
|
|
C
234
Covestor
London,
United Kingdom
| – | -$16 | -1 | -9% |
|
|
SAM
235
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$297 | +18 | New |
|
UE Hedge Fund Activity: Q4 2023 in Review
224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2023, worth a combined $2.11B — up 24% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new UE positions and 11 closed out — a net gain of 29 holders — while 70 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $69.1M. The largest seller was Balyasny Asset Management, cutting an estimated $18.5M.
- 224 institutional investors held Urban Edge Properties (UE) as of Q4 2023, up from 198 in Q3 2023.
- Funds reported $2.11B of Urban Edge Properties stock for Q4 2023, up 24% quarter-over-quarter.
- 40 funds opened new Urban Edge Properties positions in Q4 2023 and 11 closed out, a net change of +29 holders.
- The largest Urban Edge Properties buyer in Q4 2023 was Morgan Stanley, an estimated $69.1M added.
- The largest Urban Edge Properties seller in Q4 2023 was Balyasny Asset Management, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2023.