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Urban Edge Properties
UE

204 hedge funds and large institutions have $2.5B invested in Urban Edge Properties in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $2.26B → $2.5B (+$238M)

2.44% more ownership

Funds ownership: 88.67% → 91.11% (+2.4%)

7% less funds holding

Funds holding: 220 → 204 (-16)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
5.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
88
Reduced
46
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$183M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$47M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19M
4
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
5
BlackRock
BlackRock
New York
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.7M
2
MWNA
Marshall Wace North America
New York
-$22.7M
3
KTA
Keeley-Teton Advisors
Illinois
-$12.3M
4
Deutsche Bank
Deutsche Bank
Germany
-$9.83M
5
Millennium Management
Millennium Management
New York
-$9.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
176
Whittier Trust
California
$8K – – –
EWM
177
Edge Wealth Management
New York
$6K – – –
DSC
178
Duncker Streett & Co
Missouri
$5K -$1.26K -51 -21%
ASN
179
Advisory Services Network
Georgia
$5K – – –
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$5K +$74 +3 +1%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$5K +$2.51K +101 +80%
AIM
182
Anchor Investment Management
South Carolina
$4.1K – – –
ARMC
183
American Research & Management Company
Massachusetts
$4K – – –
MWM
184
Mascoma Wealth Management
New Hampshire
$3K – – –
TDC
185
Thompson Davis & Co
Virginia
$3K +$2.78K +112 New
SWA
186
Sutton Wealth Advisors
Florida
$2.19K – – –
AOWM
187
Alpha Omega Wealth Management
Virginia
$2K – – –
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$2K – – –
FPFS
190
First Personal Financial Services
North Carolina
$2K – – –
GWM
191
Geneos Wealth Management
Colorado
$2K – – –
VIA
192
Vantage Investment Advisors
Pennsylvania
$2K – – –
WTB
193
Washington Trust Bank
Washington
$2K – – –
WCBA
194
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
ZB
195
Zions Bancorporation
Utah
$2K +$1.91K +77 New
Walleye Trading
196
Walleye Trading
New York
$1.48K +$667K +26,869 +78%
BWM
197
Baystate Wealth Management
Massachusetts
$1K – – –
IA
198
IFP Advisors
Florida
$1K – – –
TFO
199
Tarbox Family Office
California
$1K – – –
KTA
200
Keeley-Teton Advisors
Illinois
– -$12.3M -519,622 Closed
6 7
8
9 10

UE Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2017, worth a combined $2.5B — up 11% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UE and 17 opened new positions — a net loss of 15 holders — while 46 trimmed existing stakes and 88 added.

The largest buyer was Cohen & Steers, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $26.7M.

  • 204 institutional investors held Urban Edge Properties (UE) as of Q3 2017, down from 220 in Q2 2017.
  • Funds reported $2.5B of Urban Edge Properties stock for Q3 2017, up 11% quarter-over-quarter.
  • 17 funds opened new Urban Edge Properties positions in Q3 2017 and 32 closed out, a net change of -15 holders.
  • The largest Urban Edge Properties buyer in Q3 2017 was Cohen & Steers, an estimated $183M added.
  • The largest Urban Edge Properties seller in Q3 2017 was Fidelity Investments, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2017.