We are live on ! Find out more
UE icon

Urban Edge Properties

223 hedge funds and large institutions have $2.45B invested in Urban Edge Properties in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

5% more funds holding

Funds holding: 213 β†’ 223 (+10)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.24% less ownership

Funds ownership: 89.38% β†’ 89.14% (-0.24%)

1% less capital invested

Capital invested by funds: $2.46B β†’ $2.45B (-$18.9M)

Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
5.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
71
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
201
Alpha Omega Wealth Management
Virginia
$3K +$2.71K +102 New
MWM
202
Mascoma Wealth Management
New Hampshire
$3K +$3.34K +126 New
SWA
203
Sutton Wealth Advisors
Florida
$2.56K – – –
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
FPFS
205
First Personal Financial Services
North Carolina
$2K – – –
LNB
206
Ledyard National Bank
$2K – – –
VIA
207
Vantage Investment Advisors
Pennsylvania
$2K – – –
WTB
208
Washington Trust Bank
Washington
$2K – – –
ZB
209
Zions Bancorporation
Utah
$2K – – –
WCBA
210
Weaver C. Barksdale & Associates
Tennessee
$2K +$212 +8 +14%
OFW
211
Omnia Family Wealth
Florida
$2K +$1.56K +59 New
IA
212
IFP Advisors
Florida
$1K -$371 -14 -21%
PSUF
213
People's United Financial
Connecticut
$1K – – –
QI
214
QS Investors
New York
$1K – – –
TFO
215
Tarbox Family Office
California
$1K – – –
WA
216
WFG Advisors
Texas
$1K – – –
WPA
217
West Paces Advisors
Georgia
$935 +$902 +34 New
BA
218
Boston Advisors
Massachusetts
– -$5.01M -177,975 Closed
CIP
219
Convergence Investment Partners
Florida
– -$2.99M -106,248 Closed
HS
220
HighVista Strategies
Massachusetts
– -$1.66M -59,128 Closed
MTB
221
Mizuho Trust & Banking
Japan
– -$630K -22,381 Closed
Jane Street
222
Jane Street
New York
– -$615K -21,853 Closed
CEP
223
Chicago Equity Partners
Illinois
– -$599K -21,285 Closed
NIPH
224
NN Investment Partners Holdings
Netherlands
– -$563K -19,995 Closed
DILH
225
Dai-ichi Life Holdings
Japan
– -$559K -19,857 Closed

UE Hedge Fund Activity: Q4 2016 in Review

223 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2016, worth a combined $2.45B β€” down 0.77% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UE positions and 15 closed out β€” a net gain of 14 holders β€” while 71 added to existing stakes and 67 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.5M. The largest seller was Resolution Capital, cutting an estimated $17.4M.

  • 223 institutional investors held Urban Edge Properties (UE) as of Q4 2016, up from 213 in Q3 2016.
  • Funds reported $2.45B of Urban Edge Properties stock for Q4 2016, down 0.77% quarter-over-quarter.
  • 29 funds opened new Urban Edge Properties positions in Q4 2016 and 15 closed out, a net change of +14 holders.
  • The largest Urban Edge Properties buyer in Q4 2016 was T. Rowe Price Associates, an estimated $16.5M added.
  • The largest Urban Edge Properties seller in Q4 2016 was Resolution Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2016.