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Urban Edge Properties

214 hedge funds and large institutions have $1.91B invested in Urban Edge Properties in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $198K | Put options by funds: $61K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 77

3.97% less ownership

Funds ownership: 98.2%94.22% (-4%)

4% less funds holding

Funds holding: 224214 (-10)

9% less capital invested

Capital invested by funds: $2.11B → $1.91B (-$200M)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
214
Holders Change
-10
Holders Change %
-4.46%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
71
Reduced
77
Closed
36
Calls
$198K
Puts
$61K
Net Calls
+$137K
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$173 +10 +2%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$9.65K
HNB
178
Huntington National Bank
Ohio
$7.98K -$1.16K -67 -13%
PA
179
Parallel Advisors
California
$7.44K -$33.9K -1,959 -82%
CAL
180
Capital Analysts LLC
Pennsylvania
$7K
TIM
181
Tortoise Investment Management
New York
$5.87K
HIM
182
Hillsdale Investment Management
Ontario, Canada
$5.53K
JFGIW
183
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.69K +$4.69K +271 New
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$4.32K +$4.33K +250 New
ME
185
McIlrath & Eck
Washington
$3.82K +$1.75K +101 +84%
Bessemer Group
186
Bessemer Group
New Jersey
$3K -$79.2K -4,577 -97%
LFA
187
LGT Financial Advisors
Texas
$2.87K
RIL
188
Rothschild Investment LLC
Illinois
$2.76K +$173 +10 +7%
IA
189
IFP Advisors
Florida
$2.45K
FFA
190
Farther Finance Advisors
California
$2.22K
OLVIG
191
Oliver Lagore Vanvalin Investment Group
Michigan
$2.02K
AGWCA
192
Annis Gardner Whiting Capital Advisors
Florida
$1.59K
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1.55K
PS
194
Principal Securities
Iowa
$1.26K +$1.26K +73 New
AF
195
Allworth Financial
California
$1.14K -$156 -9 -12%
GRP
196
Global Retirement Partners
California
$1.07K
AF
197
Advisornet Financial
Minnesota
$1.04K +$1.04K +60 New
UB
198
UMB Bank
Missouri
$1.04K +$1.04K +60 New
VNA
199
Valley National Advisers
Pennsylvania
$1K +$173 +10 +18%
C
200
Covestor
United Kingdom
$1K +$709 +41 +410%

UE Hedge Fund Activity: Q1 2024 in Review

214 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q1 2024, worth a combined $1.91B — down 9.5% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UE and 29 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 71 added.

The largest buyer was Jennison Associates, adding an estimated $17.2M. The largest seller was Morgan Stanley, cutting an estimated $70.6M.

  • 214 institutional investors held Urban Edge Properties (UE) as of Q1 2024, down from 224 in Q4 2023.
  • Funds reported $1.91B of Urban Edge Properties stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 29 funds opened new Urban Edge Properties positions in Q1 2024 and 36 closed out, a net change of -7 holders.
  • The largest Urban Edge Properties buyer in Q1 2024 was Jennison Associates, an estimated $17.2M added.
  • The largest Urban Edge Properties seller in Q1 2024 was Morgan Stanley, an estimated $70.6M sold.

Based on aggregated 13F filings for Q1 2024.