We are live on ! Find out more
UE icon

Urban Edge Properties
UE

213 hedge funds and large institutions have $2.66B invested in Urban Edge Properties in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $2.5B → $2.66B (+$158M)

4% more funds holding

Funds holding: 204 → 213 (+9)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

0.53% more ownership

Funds ownership: 91.11% → 91.64% (+0.53%)

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
69
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.9M
2
Millennium Management
Millennium Management
New York
+$18.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$11.9M
5
BlackRock
BlackRock
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$27.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$20.1M
3
MWNA
Marshall Wace North America
New York
-$10.8M
4
TA
Teachers Advisors
New York
-$10.1M
5
American Century Companies
American Century Companies
Missouri
-$6.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$11K -$284K -11,436 -96%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$10K -$572 -23 -6%
AIL
178
AGF Investments LLC
Ontario, Canada
$9K -$944 -38 -10%
WT
179
Whittier Trust
California
$9K – – –
TIM
180
Tortoise Investment Management
New York
$9K +$8.45K +340 New
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$9K +$8.7K +350 New
STA
182
Summit Trail Advisors
New York
$9K +$8.95K +360 New
VFA
183
Virtus Fund Advisers
Connecticut
$8K – – –
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$7K – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$6K – – –
DSC
186
Duncker Streett & Co
Missouri
$5K – – –
EWM
187
Edge Wealth Management
New York
$5K – – –
MOS
188
MGO One Seven
Ohio
$5K +$4.8K +193 New
AIM
189
Anchor Investment Management
South Carolina
$4.33K – – –
AOWM
190
Alpha Omega Wealth Management
Virginia
$3K – – –
GWM
191
Geneos Wealth Management
Colorado
$3K – – –
MWM
192
Mascoma Wealth Management
New Hampshire
$3K – – –
SWA
193
Sutton Wealth Advisors
Florida
$2.32K – – –
EFSCE
194
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$2K – – –
FPFS
196
First Personal Financial Services
North Carolina
$2K – – –
VIA
197
Vantage Investment Advisors
Pennsylvania
$2K – – –
WTB
198
Washington Trust Bank
Washington
$2K – – –
ZB
199
Zions Bancorporation
Utah
$2K – – –
WCBA
200
Weaver C. Barksdale & Associates
Tennessee
$2K +$149 +6 +8%
5 6 7
8
9

UE Hedge Fund Activity: Q4 2017 in Review

213 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2017, worth a combined $2.66B — up 6.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UE positions and 16 closed out — a net gain of 11 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.9M. The largest seller was Deutsche Bank, cutting an estimated $27.2M.

  • 213 institutional investors held Urban Edge Properties (UE) as of Q4 2017, up from 204 in Q3 2017.
  • Funds reported $2.66B of Urban Edge Properties stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 27 funds opened new Urban Edge Properties positions in Q4 2017 and 16 closed out, a net change of +11 holders.
  • The largest Urban Edge Properties buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.9M added.
  • The largest Urban Edge Properties seller in Q4 2017 was Deutsche Bank, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2017.