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Urban Edge Properties
UE

223 hedge funds and large institutions have $2.45B invested in Urban Edge Properties in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

5% more funds holding

Funds holding: 213 → 223 (+10)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.24% less ownership

Funds ownership: 89.38% → 89.14% (-0.24%)

1% less capital invested

Capital invested by funds: $2.46B → $2.45B (-$18.9M)

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
5.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
71
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.5M
2
BFA
BlackRock Fund Advisors
California
+$13.7M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$9.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.52M
5
CS
Credit Suisse
Switzerland
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
RC
Resolution Capital
Australia
-$17.4M
2
Morgan Stanley
Morgan Stanley
New York
-$13.5M
3
N
Nuveen
North Carolina
-$10.1M
4
PAM
Panagora Asset Management
Massachusetts
-$7.6M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$33K – – –
EWM
177
Evercore Wealth Management
New York
$26K +$4.56K +172 +22%
AWM
178
AllSquare Wealth Management
New York
$21K – – –
QCG
179
Quadrant Capital Group
Ohio
$18K -$3.71K -140 -16%
AC
180
Alexandria Capital
Virginia
$16K – – –
AG
181
Advisor Group
Arizona
$15K – – –
BFEC
182
Benjamin F. Edwards & Company
Missouri
$14K – – –
WB
183
Webster Bank
Connecticut
$14K +$13.3K +500 New
IIC
184
Integrated Investment Consultants
Michigan
$11K – – –
Creative Planning
185
Creative Planning
Kansas
$10K +$2.55K +96 +34%
AIL
186
AGF Investments LLC
Ontario, Canada
$10K +$9.29K +350 New
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$10K +$11.2K +423 New
VFA
188
Virtus Fund Advisers
Connecticut
$9K – – –
WT
189
Whittier Trust
California
$9K – – –
CG
190
Cutler Group
California
$8K – – –
MFS
191
MSI Financial Services
Massachusetts
$8K – – –
DSC
192
Duncker Streett & Co
Missouri
$7K – – –
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$6K -$80 -3 -1%
EWM
194
Edge Wealth Management
New York
$6K – – –
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$5K -$186 -7 -4%
ARMC
196
American Research & Management Company
Massachusetts
$5K – – –
PMFA
197
Plante Moran Financial Advisors
Michigan
$5K – – –
AIM
198
Anchor Investment Management
South Carolina
$4.68K – – –
GWM
199
Geneos Wealth Management
Colorado
$3K – – –
SIC
200
Salem Investment Counselors
North Carolina
$3K +$2.63K +99 New
6 7
8
9 10

UE Hedge Fund Activity: Q4 2016 in Review

223 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2016, worth a combined $2.45B — down 0.77% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UE positions and 15 closed out — a net gain of 14 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.5M. The largest seller was Resolution Capital, cutting an estimated $17.4M.

  • 223 institutional investors held Urban Edge Properties (UE) as of Q4 2016, up from 213 in Q3 2016.
  • Funds reported $2.45B of Urban Edge Properties stock for Q4 2016, down 0.77% quarter-over-quarter.
  • 29 funds opened new Urban Edge Properties positions in Q4 2016 and 15 closed out, a net change of +14 holders.
  • The largest Urban Edge Properties buyer in Q4 2016 was T. Rowe Price Associates, an estimated $16.5M added.
  • The largest Urban Edge Properties seller in Q4 2016 was Resolution Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2016.