We are live on ! Find out more
UE icon

Urban Edge Properties

208 hedge funds and large institutions have $2.29B invested in Urban Edge Properties in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $130K | Put options by funds: $94K

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

4% more capital invested

Capital invested by funds: $2.2B → $2.29B (+$88.6M)

1% less funds holding

Funds holding: 210208 (-2)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.69% less ownership

Funds ownership: 90.55%87.86% (-2.7%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
80
Reduced
58
Closed
17
Calls
$130K
Puts
$94K
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Synovus Financial
Georgia
$7K
EWM
177
Edge Wealth Management
New York
$5K
Victory Capital Management
178
Victory Capital Management
Texas
$5K
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$4K
GAM
180
Gemmer Asset Management
California
$4K +$2.5K +117 +170%
AAM
181
Advisors Asset Management
Colorado
$4K +$3.69K +173 New
AIM
182
Anchor Investment Management
South Carolina
$3.89K
RCAG
183
Rehmann Capital Advisory Group
Michigan
$3.77K
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$3K -$1.49K -70 -42%
MWM
185
Mascoma Wealth Management
New Hampshire
$3K
PA
186
Parallel Advisors
California
$3K +$3.07K +144 +960%
SWA
187
Sutton Wealth Advisors
Florida
$2.08K
S
188
SignatureFD
Georgia
$2K -$6.04K -283 -77%
AOWM
189
Alpha Omega Wealth Management
Virginia
$2K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$2K
GWM
191
Geneos Wealth Management
Colorado
$2K
VIA
192
Vantage Investment Advisors
Pennsylvania
$2K
WTB
193
Washington Trust Bank
Washington
$2K
ZB
194
Zions Bancorporation
Utah
$2K
BWM
195
Baystate Wealth Management
Massachusetts
$1K
DSC
196
Duncker Streett & Co
Missouri
$1K
FC
197
Ferris Capital
Massachusetts
$1K
SWM
198
SeaCrest Wealth Management
New York
$1K
TFO
199
Tarbox Family Office
California
$1K
WT
200
Washington Trust
Rhode Island
$1K +$1.09K +51 New

UE Hedge Fund Activity: Q2 2018 in Review

208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2018, worth a combined $2.29B — up 4% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UE and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 80 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.7M. The largest seller was Fidelity Investments, cutting an estimated $87.9M.

  • 208 institutional investors held Urban Edge Properties (UE) as of Q2 2018, down from 210 in Q1 2018.
  • Funds reported $2.29B of Urban Edge Properties stock for Q2 2018, up 4% quarter-over-quarter.
  • 16 funds opened new Urban Edge Properties positions in Q2 2018 and 17 closed out, a net change of -1 holder.
  • The largest Urban Edge Properties buyer in Q2 2018 was Bank of New York Mellon, an estimated $27.7M added.
  • The largest Urban Edge Properties seller in Q2 2018 was Fidelity Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2018.