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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
QCG
176
Quadrant Capital Group
Ohio
$23K +$12.9K +482 +116%
BWP
177
Baldwin Wealth Partners
Massachusetts
$22K +$18.4K +685 +1,370%
Victory Capital Management
178
Victory Capital Management
Texas
$19K
AC
179
Alexandria Capital
Virginia
$18K
S
180
SignatureFD
Georgia
$18K
IIC
181
Integrated Investment Consultants
Michigan
$12K +$10.4K +389 New
WT
182
Whittier Trust
California
$10K
VFA
183
Virtus Fund Advisers
Connecticut
$9K
CG
184
Cutler Group
California
$8K
MFS
185
MSI Financial Services
Massachusetts
$8K
DSC
186
Duncker Streett & Co
Missouri
$7K
EWM
187
Edge Wealth Management
New York
$7K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$7K
Creative Planning
189
Creative Planning
Kansas
$6K -$161 -6 -3%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$6K
PMFA
191
Plante Moran Financial Advisors
Michigan
$6K +$268 +10 +5%
AIM
192
Anchor Investment Management
South Carolina
$5.08K
Acadian Asset Management
193
Acadian Asset Management
Massachusetts
$5K -$3.29K -123 -45%
ARMC
194
American Research & Management Company
Massachusetts
$5K
QT
195
Quantbot Technologies
New York
$5K +$4.9K +183 New
ZB
196
Zions Bancorporation
Utah
$3K -$241 -9 -9%
GWM
197
Geneos Wealth Management
Colorado
$3K
IA
198
IFP Advisors
Florida
$3K +$2.46K +92 +4,600%
GAM
199
Gemmer Asset Management
California
$3K +$2.71K +101 New
SWA
200
Sutton Wealth Advisors
Florida
$2.78K

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.