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Urban Edge Properties

186 hedge funds and large institutions have $1.79B invested in Urban Edge Properties in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $1.44B → $1.79B (+$354M)

3% more funds holding

Funds holding: 180186 (+6)

1.7% less ownership

Funds ownership: 95.17%93.46% (-1.7%)

35% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 77

84% less call options, than puts

Call options by funds: $52K | Put options by funds: $335K

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
50
Reduced
77
Closed
15
Calls
$52K
Puts
$335K
Net Calls
-$283K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$23K +$1.99K +126 +10%
ASBI
152
American State Bank (Iowa)
Iowa
$21.5K +$7.89K +501 +63%
Osaic Holdings
153
Osaic Holdings
Arizona
$14K +$4K +254 +42%
NICM
154
Neo Ivy Capital Management
New York
$14K +$13.2K +841 New
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$13K -$1.24K -79 -9%
CAM
156
ClariVest Asset Management
California
$13K
FHA
157
First Horizon Advisors
Tennessee
$13K +$4.88K +310 +64%
Walleye Capital
158
Walleye Capital
New York
$11.1K +$10.6M +670,835 New
LC
159
Lindbrook Capital
California
$10K
PA
160
Parallel Advisors
California
$9K +$1.92K +122 +27%
TWA
161
TCI Wealth Advisors
Arizona
$7K +$6.71K +426 New
JCM
162
Jacobi Capital Management
Pennsylvania
$6K
TIM
163
Tortoise Investment Management
New York
$6K
WT
164
Whittier Trust
California
$6K
MAM
165
Meeder Asset Management
Ohio
$5K -$11.7K -743 -69%
AIG
166
American International Group
New York
$4.39K +$26.5K +1,683 +0.6%
EWM
167
Edge Wealth Management
New York
$4K
GAM
168
Gemmer Asset Management
California
$4K
PCG
169
Private Capital Group
Connecticut
$4K
SPIA
170
Steward Partners Investment Advisory
New York
$3.93K +$3.75K +238 New
MWP
171
Meridian Wealth Partners
Pennsylvania
$3K +$2.43K +154 New
EI
172
Ellevest Inc
New York
$2K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$2K
IA
174
IFP Advisors
Florida
$2K
SWA
175
Sutton Wealth Advisors
Florida
$1.5K

UE Hedge Fund Activity: Q1 2021 in Review

186 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2021, worth a combined $1.79B — up 25% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UE positions and 15 closed out — a net gain of 7 holders — while 50 added to existing stakes and 77 trimmed.

The largest buyer was Invesco, adding an estimated $40M. The largest seller was Massachusetts Financial Services, cutting an estimated $55.7M.

  • 186 institutional investors held Urban Edge Properties (UE) as of Q1 2021, up from 180 in Q4 2020.
  • Funds reported $1.79B of Urban Edge Properties stock for Q1 2021, up 25% quarter-over-quarter.
  • 22 funds opened new Urban Edge Properties positions in Q1 2021 and 15 closed out, a net change of +7 holders.
  • The largest Urban Edge Properties buyer in Q1 2021 was Invesco, an estimated $40M added.
  • The largest Urban Edge Properties seller in Q1 2021 was Massachusetts Financial Services, an estimated $55.7M sold.

Based on aggregated 13F filings for Q1 2021.