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Urban Edge Properties
UE

204 hedge funds and large institutions have $2.5B invested in Urban Edge Properties in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $2.26B → $2.5B (+$238M)

2.44% more ownership

Funds ownership: 88.67% → 91.11% (+2.4%)

7% less funds holding

Funds holding: 220 → 204 (-16)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
5.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
88
Reduced
46
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$183M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$47M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
5
BlackRock
BlackRock
New York
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.7M
2
MWNA
Marshall Wace North America
New York
-$22.7M
3
KTA
Keeley-Teton Advisors
Illinois
-$12.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$9.83M
5
Millennium Management
Millennium Management
New York
-$9.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOMRS
101
State of Michigan Retirement System
Michigan
$960K -$24.8K -1,000 -2%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$950K +$148K +5,980 +18%
ProShare Advisors
103
ProShare Advisors
Maryland
$919K -$90.4K -3,643 -9%
JP Morgan Chase
104
JP Morgan Chase
New York
$917K +$354K +14,275 +62%
Squarepoint
105
Squarepoint
New York
$839K +$863K +34,791 New
UBS Group
106
UBS Group
Switzerland
$814K +$604K +24,358 +260%
WAM
107
Wolverine Asset Management
Illinois
$794K -$1.05M -42,364 -56%
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$772K -$139K -5,620 -15%
LIMS
109
Lasalle Investment Management Securities
Maryland
$719K – – –
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$683K +$62K +2,500 +10%
First Trust Advisors
111
First Trust Advisors
Illinois
$665K +$43.4K +1,749 +7%
AWCI
112
Alpine Woods Capital Investors
New York
$648K – – –
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$641K – – –
LMGAM
114
Liberty Mutual Group Asset Management
Massachusetts
$624K -$296K -11,926 -32%
DCM
115
Dupont Capital Management
Delaware
$550K – – –
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$544K – – –
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$524K – – –
LJAC
118
L.J. Altfest & Co
New York
$497K – – –
FMBTD
119
First Midwest Bank Trust Division
Illinois
$489K +$10.8K +435 +2%
OAC
120
OMERS Administration Corp
Ontario, Canada
$487K +$501K +20,200 New
SGI
121
Summit Global Investments
Utah
$485K -$4.96K -200 -1%
OA
122
Outfitter Advisors
Virginia
$461K +$474K +19,119 New
PA
123
Profund Advisors
Maryland
$458K +$49.7K +2,005 +12%
OAM
124
Oppenheimer Asset Management
New York
$422K +$434K +17,504 New
HK
125
Horizon Kinetics
New York
$400K -$2.7K -109 -0.7%
3 4
5
6 7

UE Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2017, worth a combined $2.5B — up 11% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UE and 17 opened new positions — a net loss of 15 holders — while 46 trimmed existing stakes and 88 added.

The largest buyer was Cohen & Steers, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $26.7M.

  • 204 institutional investors held Urban Edge Properties (UE) as of Q3 2017, down from 220 in Q2 2017.
  • Funds reported $2.5B of Urban Edge Properties stock for Q3 2017, up 11% quarter-over-quarter.
  • 17 funds opened new Urban Edge Properties positions in Q3 2017 and 32 closed out, a net change of -15 holders.
  • The largest Urban Edge Properties buyer in Q3 2017 was Cohen & Steers, an estimated $183M added.
  • The largest Urban Edge Properties seller in Q3 2017 was Fidelity Investments, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2017.