We are live on ! Find out more
UE icon

Urban Edge Properties

210 hedge funds and large institutions have $2.33B invested in Urban Edge Properties in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 66

0.49% less ownership

Funds ownership: 89.14%88.65% (-0.49%)

5% less capital invested

Capital invested by funds: $2.45B → $2.33B (-$120M)

6% less funds holding

Funds holding: 223210 (-13)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $395K

Holders
210
Holders Change
-13
Holders Change %
-5.83%
% of All Funds
5.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
69
Reduced
66
Closed
24
Calls
Puts
$395K
Net Calls
-$395K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$8K -$47.9K -1,754 -85%
VFA
177
Virtus Fund Advisers
Connecticut
$8K
SF
178
Synovus Financial
Georgia
$8K +$8.47K +310 New
CG
179
Cutler Group
California
$7K
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$6K -$4.26K -156 -37%
DSC
181
Duncker Streett & Co
Missouri
$6K
EWM
182
Edge Wealth Management
New York
$6K
ARMC
183
American Research & Management Company
Massachusetts
$5K
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$5K
ASN
185
Advisory Services Network
Georgia
$5K +$5.47K +200 New
AIM
186
Anchor Investment Management
South Carolina
$4.47K
AOWM
187
Alpha Omega Wealth Management
Virginia
$3K
GWM
188
Geneos Wealth Management
Colorado
$3K
MWM
189
Mascoma Wealth Management
New Hampshire
$3K
MAM
190
Meeder Asset Management
Ohio
$3K +$3.31K +121 New
SWA
191
Sutton Wealth Advisors
Florida
$2.45K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$2K -$4.24K -155 -67%
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FPFS
194
First Personal Financial Services
North Carolina
$2K
LNB
195
Ledyard National Bank
$2K
OFW
196
Omnia Family Wealth
Florida
$2K
VIA
197
Vantage Investment Advisors
Pennsylvania
$2K
WTB
198
Washington Trust Bank
Washington
$2K
WCBA
199
Weaver C. Barksdale & Associates
Tennessee
$2K
IA
200
IFP Advisors
Florida
$1K

UE Hedge Fund Activity: Q1 2017 in Review

210 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2017, worth a combined $2.33B — down 4.9% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UE and 19 opened new positions — a net loss of 5 holders — while 66 trimmed existing stakes and 69 added.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Fidelity Investments, cutting an estimated $71M.

  • 210 institutional investors held Urban Edge Properties (UE) as of Q1 2017, down from 223 in Q4 2016.
  • Funds reported $2.33B of Urban Edge Properties stock for Q1 2017, down 4.9% quarter-over-quarter.
  • 19 funds opened new Urban Edge Properties positions in Q1 2017 and 24 closed out, a net change of -5 holders.
  • The largest Urban Edge Properties buyer in Q1 2017 was BlackRock, an estimated $316M added.
  • The largest Urban Edge Properties seller in Q1 2017 was Fidelity Investments, an estimated $71M sold.

Based on aggregated 13F filings for Q1 2017.