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Urban Edge Properties

205 hedge funds and large institutions have $2.19B invested in Urban Edge Properties in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 59

11% more capital invested

Capital invested by funds: $1.96B → $2.19B (+$222M)

0.65% more ownership

Funds ownership: 85.76%86.41% (+0.65%)

3% less funds holding

Funds holding: 212205 (-7)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
205
Holders Change
-7
Holders Change %
-3.3%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
80
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Edge Wealth Management
New York
$6K
ARMC
177
American Research & Management Company
Massachusetts
$5K
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$5K +$169 +7 +4%
PMFA
179
Plante Moran Financial Advisors
Michigan
$5K +$1.18K +49 +35%
AIM
180
Acrospire Investment Management
Illinois
$5K +$4.82K +200 New
AIM
181
Anchor Investment Management
South Carolina
$4.39K +$4.09K +170 New
ZB
182
Zions Bancorporation
Utah
$3K
GWM
183
Geneos Wealth Management
Colorado
$3K +$2.96K +123 New
SWA
184
Sutton Wealth Advisors
Florida
$2.4K +$2.24K +93 New
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$2.3K -$263K -10,925 -99%
FAM
186
Formidable Asset Management
Ohio
$2K -$987 -41 -29%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
HNB
188
Huntington National Bank
Ohio
$2K
VIA
189
Vantage Investment Advisors
Pennsylvania
$2K
WTB
190
Washington Trust Bank
Washington
$2K
WCBA
191
Weaver C. Barksdale & Associates
Tennessee
$2K
FANJ
192
Financial Architects (New Jersey)
New Jersey
$2K +$1.85K +77 New
DADC
193
D.A. Davidson & Co
Montana
$1K
PSUF
194
People's United Financial
Connecticut
$1K
QI
195
QS Investors
New York
$1K
TFO
196
Tarbox Family Office
California
$1K
WRM
197
Westport Resources Management
Connecticut
$1K
WA
198
WFG Advisors
Texas
$1K
BWP
199
Baldwin Wealth Partners
Massachusetts
$1K +$1.2K +50 New
PI
200
PGGM Investments
Netherlands
-$34M -1,449,879 Closed

UE Hedge Fund Activity: Q1 2016 in Review

205 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2016, worth a combined $2.19B — up 11% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UE and 20 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 80 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $61.6M. The largest seller was PGGM Investments, exiting entirely with an estimated $34M sold.

  • 205 institutional investors held Urban Edge Properties (UE) as of Q1 2016, down from 212 in Q4 2015.
  • Funds reported $2.19B of Urban Edge Properties stock for Q1 2016, up 11% quarter-over-quarter.
  • 20 funds opened new Urban Edge Properties positions in Q1 2016 and 25 closed out, a net change of -5 holders.
  • The largest Urban Edge Properties buyer in Q1 2016 was T. Rowe Price Associates, an estimated $61.6M added.
  • The largest Urban Edge Properties seller in Q1 2016 was PGGM Investments, an estimated $34M sold.

Based on aggregated 13F filings for Q1 2016.