Urban Edge Properties
200 hedge funds and large institutions have $1.75B invested in Urban Edge Properties in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 39 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 55
8.97% more ownership
Funds ownership: 76.7% → 85.67% (+9%)
8% less capital invested
Capital invested by funds: $1.91B → $1.75B (-$156M)
8% less funds holding
Funds holding: 218 → 200 (-18)
44% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 39
82% less call options, than puts
Call options by funds: $184K | Put options by funds: $998K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$41M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$24.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$107M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$24.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$18.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.3M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$12.3M |
UE Hedge Fund Activity: Q2 2015 in Review
200 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2015, worth a combined $1.75B — down 8.2% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of UE and 22 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 83 added.
The largest buyer was Fidelity Investments, adding an estimated $52.9M. The largest seller was Cohen & Steers, cutting an estimated $107M.
- 200 institutional investors held Urban Edge Properties (UE) as of Q2 2015, down from 218 in Q1 2015.
- Funds reported $1.75B of Urban Edge Properties stock for Q2 2015, down 8.2% quarter-over-quarter.
- 22 funds opened new Urban Edge Properties positions in Q2 2015 and 39 closed out, a net change of -17 holders.
- The largest Urban Edge Properties buyer in Q2 2015 was Fidelity Investments, an estimated $52.9M added.
- The largest Urban Edge Properties seller in Q2 2015 was Cohen & Steers, an estimated $107M sold.
Based on aggregated 13F filings for Q2 2015.