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Urban Edge Properties

180 hedge funds and large institutions have $1.44B invested in Urban Edge Properties in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $1.03B → $1.44B (+$410M)

4.48% more ownership

Funds ownership: 90.69%95.17% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

10% less funds holding

Funds holding: 199180 (-19)

49% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $265K

Holders
180
Holders Change
-19
Holders Change %
-9.55%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
64
Reduced
61
Closed
35
Calls
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$11K -$26.2K -2,184 -72%
ASBI
152
American State Bank (Iowa)
Iowa
$10.3K +$9.59K +799 New
CAM
153
ClariVest Asset Management
California
$10K
LC
154
Lindbrook Capital
California
$8K
Osaic Holdings
155
Osaic Holdings
Arizona
$8K +$1.66K +138 +29%
PA
156
Parallel Advisors
California
$6K
FHA
157
First Horizon Advisors
Tennessee
$6K +$5.86K +488 New
WT
158
Whittier Trust
California
$5K
JCM
159
Jacobi Capital Management
Pennsylvania
$4K
PCG
160
Private Capital Group
Connecticut
$4K
TIM
161
Tortoise Investment Management
New York
$4K
ABC
162
Associated Banc-Corp
Wisconsin
$4K +$1.16K +97 +51%
AIG
163
American International Group
New York
$3.42K -$60.7K -5,055 -2%
EWM
164
Edge Wealth Management
New York
$3K
GAM
165
Gemmer Asset Management
California
$3K +$156 +13 +6%
IA
166
IFP Advisors
Florida
$2K
SWA
167
Sutton Wealth Advisors
Florida
$1.18K
CHA
168
Carmichael Hill & Associates
Maryland
$1K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$1K
HGWM
170
Harvest Group Wealth Management
Massachusetts
$1K +$792 +66 New
VCG
171
Vantage Consulting Group
Virginia
$1K +$1.12K +93 New
EI
172
Ellevest Inc
New York
$1K +$1.28K +107 New
ED
173
Exane Derivatives
France
$802
BP
174
BBR Partners
New York
-$14.1M -1,450,000 Closed
CC
175
Carlson Capital
Texas
-$13.3M -1,368,287 Closed

UE Hedge Fund Activity: Q4 2020 in Review

180 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2020, worth a combined $1.44B — up 40% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of UE and 18 opened new positions — a net loss of 17 holders — while 61 trimmed existing stakes and 64 added.

The largest buyer was Invesco, adding an estimated $59.8M. The largest seller was Centersquare Investment Management, cutting an estimated $25.5M.

  • 180 institutional investors held Urban Edge Properties (UE) as of Q4 2020, down from 199 in Q3 2020.
  • Funds reported $1.44B of Urban Edge Properties stock for Q4 2020, up 40% quarter-over-quarter.
  • 18 funds opened new Urban Edge Properties positions in Q4 2020 and 35 closed out, a net change of -17 holders.
  • The largest Urban Edge Properties buyer in Q4 2020 was Invesco, an estimated $59.8M added.
  • The largest Urban Edge Properties seller in Q4 2020 was Centersquare Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2020.