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Urban Edge Properties

213 hedge funds and large institutions have $2.46B invested in Urban Edge Properties in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $270K | Put options by funds: $70K

3% less funds holding

Funds holding: 219213 (-6)

3.1% less ownership

Funds ownership: 92.48%89.38% (-3.1%)

10% less capital invested

Capital invested by funds: $2.74B → $2.46B (-$280M)

18% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 77

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
213
Holders Change
-6
Holders Change %
-2.74%
% of All Funds
5.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
63
Reduced
77
Closed
18
Calls
$270K
Puts
$70K
Net Calls
+$200K
Net Calls Change
+$743K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
176
Benjamin F. Edwards & Company
Missouri
$15K +$15K +517 New
IIC
177
Integrated Investment Consultants
Michigan
$10K
VFA
178
Virtus Fund Advisers
Connecticut
$9K
WT
179
Whittier Trust
California
$9K
CG
180
Cutler Group
California
$8K
MFS
181
MSI Financial Services
Massachusetts
$8K
Creative Planning
182
Creative Planning
Kansas
$8K +$2.11K +73 +35%
TCIM
183
TIAA CREF Investment Management
New York
$7.75K -$329K -11,356 -4%
DSC
184
Duncker Streett & Co
Missouri
$7K
EWM
185
Edge Wealth Management
New York
$7K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$7K
PMFA
187
Plante Moran Financial Advisors
Michigan
$5K -$840 -29 -15%
ARMC
188
American Research & Management Company
Massachusetts
$5K
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$5K
AIM
190
Anchor Investment Management
South Carolina
$4.78K
GAM
191
Gemmer Asset Management
California
$3K
GWM
192
Geneos Wealth Management
Colorado
$3K
SWA
193
Sutton Wealth Advisors
Florida
$2.62K
IA
194
IFP Advisors
Florida
$2K -$782 -27 -29%
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FANJ
196
Financial Architects (New Jersey)
New Jersey
$2K
FPFS
197
First Personal Financial Services
North Carolina
$2K
LNB
198
Ledyard National Bank
$2K
VIA
199
Vantage Investment Advisors
Pennsylvania
$2K
WTB
200
Washington Trust Bank
Washington
$2K

UE Hedge Fund Activity: Q3 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2016, worth a combined $2.46B — down 10% from $2.74B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UE and 14 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 63 added.

The largest buyer was Fidelity Investments, adding an estimated $98.2M. The largest seller was Bank of New York Mellon, cutting an estimated $74.5M.

  • 213 institutional investors held Urban Edge Properties (UE) as of Q3 2016, down from 219 in Q2 2016.
  • Funds reported $2.46B of Urban Edge Properties stock for Q3 2016, down 10% quarter-over-quarter.
  • 14 funds opened new Urban Edge Properties positions in Q3 2016 and 18 closed out, a net change of -4 holders.
  • The largest Urban Edge Properties buyer in Q3 2016 was Fidelity Investments, an estimated $98.2M added.
  • The largest Urban Edge Properties seller in Q3 2016 was Bank of New York Mellon, an estimated $74.5M sold.

Based on aggregated 13F filings for Q3 2016.