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Urban Edge Properties
UE

220 hedge funds and large institutions have $2.26B invested in Urban Edge Properties in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 37

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5% more funds holding

Funds holding: 210 → 220 (+10)

0.02% more ownership

Funds ownership: 88.65% → 88.67% (+0.02%)

3% less capital invested

Capital invested by funds: $2.33B → $2.26B (-$63M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
104
Reduced
37
Closed
21
Calls
–
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$910K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$34.6M
2
MWNA
Marshall Wace North America
New York
+$34.3M
3
BlackRock
BlackRock
New York
+$31.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$22.1M
5
Millennium Management
Millennium Management
New York
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.3M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$34.5M
3
RC
Resolution Capital
Australia
-$16.2M
4
Invesco
Invesco
Georgia
-$10.5M
5
PAM
Panagora Asset Management
Massachusetts
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
176
Alexandria Capital
Virginia
$14K – – –
Lazard Asset Management
177
Lazard Asset Management
New York
$13K – – –
BFEC
178
Benjamin F. Edwards & Company
Missouri
$12K – – –
WB
179
Webster Bank
Connecticut
$12K – – –
AIL
180
AGF Investments LLC
Ontario, Canada
$10K +$1.01K +40 +11%
IIC
181
Integrated Investment Consultants
Michigan
$9K – – –
VFA
182
Virtus Fund Advisers
Connecticut
$8K – – –
WT
183
Whittier Trust
California
$8K – – –
QCG
184
Quadrant Capital Group
Ohio
$7K -$10.3K -408 -54%
DSC
185
Duncker Streett & Co
Missouri
$6K – – –
EWM
186
Edge Wealth Management
New York
$6K – – –
Creative Planning
187
Creative Planning
Kansas
$5K -$4.2K -167 -43%
ASN
188
Advisory Services Network
Georgia
$5K – – –
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$5K – – –
AIM
190
Anchor Investment Management
South Carolina
$4.03K – – –
ARMC
191
American Research & Management Company
Massachusetts
$4K – – –
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$3K -$1.26K -50 -28%
MWM
193
Mascoma Wealth Management
New Hampshire
$3K – – –
MAM
194
Meeder Asset Management
Ohio
$3K – – –
SWA
195
Sutton Wealth Advisors
Florida
$2.16K -$50 -2 -2%
AOWM
196
Alpha Omega Wealth Management
Virginia
$2K – – –
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$2K – – –
FPFS
199
First Personal Financial Services
North Carolina
$2K – – –
GWM
200
Geneos Wealth Management
Colorado
$2K – – –
6 7
8
9 10

UE Hedge Fund Activity: Q2 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2017, worth a combined $2.26B — down 2.7% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UE positions and 21 closed out — a net gain of 10 holders — while 104 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $34.6M. The largest seller was Fidelity Investments, cutting an estimated $52.3M.

  • 220 institutional investors held Urban Edge Properties (UE) as of Q2 2017, up from 210 in Q1 2017.
  • Funds reported $2.26B of Urban Edge Properties stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 31 funds opened new Urban Edge Properties positions in Q2 2017 and 21 closed out, a net change of +10 holders.
  • The largest Urban Edge Properties buyer in Q2 2017 was Cohen & Steers, an estimated $34.6M added.
  • The largest Urban Edge Properties seller in Q2 2017 was Fidelity Investments, an estimated $52.3M sold.

Based on aggregated 13F filings for Q2 2017.