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Urban Edge Properties

219 hedge funds and large institutions have $2.74B invested in Urban Edge Properties in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $2.19B → $2.74B (+$558M)

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

7% more funds holding

Funds holding: 205219 (+14)

6.06% more ownership

Funds ownership: 86.41%92.48% (+6.1%)

66% less call options, than puts

Call options by funds: $278K | Put options by funds: $821K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
219
Holders Change
+14
Holders Change %
+6.83%
% of All Funds
5.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
74
Reduced
62
Closed
7
Calls
$278K
Puts
$821K
Net Calls
-$543K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$274K -$32.7K -1,220 -12%
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$273K
IR
153
Invictus RG
Bermuda
$258K +$232K +8,654 New
GF
154
Gerstein Fisher
New York
$252K
TRCT
155
Tower Research Capital (TRC)
New York
$251K +$225K +8,403 New
MAS
156
Madden Advisory Services
Florida
$250K
SCM
157
Shelton Capital Management
Colorado
$250K
GIM
158
Grassi Investment Management
California
$239K
GH
159
GAM Holding
Switzerland
$224K
NG
160
Northstar Group
New York
$206K +$185K +6,894 New
LIA
161
LS Investment Advisors
Michigan
$165K +$62.2K +2,320 +72%
BJ
162
BlackRock Japan
Japan
$146K
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$134K -$117K -4,380 -49%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$101K +$11.5K +428 +14%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$100K +$2.68K +100 +3%
US Bancorp
166
US Bancorp
Minnesota
$88K -$11.4K -424 -13%
AAM
167
Advisors Asset Management
Colorado
$72K -$2.68K -100 -4%
LWCFA
168
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K
GT
169
Glenmede Trust
Pennsylvania
$63K -$13.8K -516 -19%
CFG
170
CKW Financial Group
Hawaii
$41K +$36.7K +1,370 New
VanEck Associates
171
VanEck Associates
New York
$37K -$134 -5 -0.4%
CCA
172
Checchi Capital Advisers
California
$32K
WBC
173
Westpac Banking Corp
Australia
$24.4K +$21.9K +817 New
AWM
174
AllSquare Wealth Management
New York
$23K
EWM
175
Evercore Wealth Management
New York
$23K

UE Hedge Fund Activity: Q2 2016 in Review

219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2016, worth a combined $2.74B — up 26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UE positions and 7 closed out — a net gain of 17 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Resolution Capital, cutting an estimated $18.6M.

  • 219 institutional investors held Urban Edge Properties (UE) as of Q2 2016, up from 205 in Q1 2016.
  • Funds reported $2.74B of Urban Edge Properties stock for Q2 2016, up 26% quarter-over-quarter.
  • 24 funds opened new Urban Edge Properties positions in Q2 2016 and 7 closed out, a net change of +17 holders.
  • The largest Urban Edge Properties buyer in Q2 2016 was Fidelity Investments, an estimated $107M added.
  • The largest Urban Edge Properties seller in Q2 2016 was Resolution Capital, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2016.