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Urban Edge Properties

208 hedge funds and large institutions have $2.29B invested in Urban Edge Properties in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $130K | Put options by funds: $94K

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

4% more capital invested

Capital invested by funds: $2.2B → $2.29B (+$88.6M)

1% less funds holding

Funds holding: 210208 (-2)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.69% less ownership

Funds ownership: 90.55%87.86% (-2.7%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
80
Reduced
58
Closed
17
Calls
$130K
Puts
$94K
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
151
Rowland Carmichael Advisors
Arizona
$206K +$192K +9,000 New
GHCM
152
Glen Harbor Capital Management
California
$174K +$2.05K +96 +1%
LIA
153
LS Investment Advisors
Michigan
$136K
QI
154
QS Investors
New York
$130K
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$116K +$69.3K +3,247 +179%
AG
156
Advisor Group
Arizona
$106K -$1.34K -63 -1%
PAM
157
Panagora Asset Management
Massachusetts
$85K
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$80K +$74.5K +3,489 New
VanEck Associates
159
VanEck Associates
New York
$58K
GWS
160
Glassman Wealth Services
Virginia
$53K
RFC
161
Regions Financial Corp
Alabama
$47K +$1.26K +59 +3%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$46K -$235 -11 -0.5%
PIA
163
Piedmont Investment Advisors
North Carolina
$43K +$40.6K +1,900 New
TRCT
164
Tower Research Capital (TRC)
New York
$42K -$59.7K -2,796 -60%
PI
165
PineBridge Investments
New York
$34K -$15.6K -730 -33%
US Bancorp
166
US Bancorp
Minnesota
$29K -$5.49K -257 -17%
GT
167
Glenmede Trust
Pennsylvania
$27K
AWM
168
AllSquare Wealth Management
New York
$18K
WA
169
WealthTrust-Arizona
Arizona
$13K +$12.1K +566 New
PCG
170
Private Capital Group
Connecticut
$12K -$2.16K -101 -16%
JA
171
JOYN Advisors
Georgia
$12K +$10.6K +496 +6,200%
WB
172
Webster Bank
Connecticut
$11K
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$8K
TIM
174
Tortoise Investment Management
New York
$8K
WT
175
Whittier Trust
California
$8K

UE Hedge Fund Activity: Q2 2018 in Review

208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2018, worth a combined $2.29B — up 4% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UE and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 80 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.7M. The largest seller was Fidelity Investments, cutting an estimated $87.9M.

  • 208 institutional investors held Urban Edge Properties (UE) as of Q2 2018, down from 210 in Q1 2018.
  • Funds reported $2.29B of Urban Edge Properties stock for Q2 2018, up 4% quarter-over-quarter.
  • 16 funds opened new Urban Edge Properties positions in Q2 2018 and 17 closed out, a net change of -1 holder.
  • The largest Urban Edge Properties buyer in Q2 2018 was Bank of New York Mellon, an estimated $27.7M added.
  • The largest Urban Edge Properties seller in Q2 2018 was Fidelity Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2018.