Urban Edge Properties
194 hedge funds and large institutions have $2.1B invested in Urban Edge Properties in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
17% more capital invested
Capital invested by funds: $1.79B → $2.1B (+$310M)
4% more funds holding
Funds holding: 186 → 194 (+8)
1.06% more ownership
Funds ownership: 93.46% → 94.52% (+1.1%)
23% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 77
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $259K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$38.1M |
| 2 |
Morgan Stanley
New York
|
+$21.6M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$18.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$21.3M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$15.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.1M |
| 4 |
BlackRock
New York
|
-$10.3M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$7.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
201
Steward Partners Investment Advisory
New York
| – | -$3.93K | -238 | Closed |
|
|
MWP
202
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$3K | -154 | Closed |
|
203
Fidelity Investments
Boston,
Massachusetts
| – | -$1.43K | -76 | -93% |
|
|
MPWT
204
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1K | -45 | Closed |
|
UE Hedge Fund Activity: Q2 2021 in Review
194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2021, worth a combined $2.1B — up 17% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UE positions and 15 closed out — a net gain of 9 holders — while 59 added to existing stakes and 77 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $38.1M. The largest seller was Invesco, cutting an estimated $21.3M.
- 194 institutional investors held Urban Edge Properties (UE) as of Q2 2021, up from 186 in Q1 2021.
- Funds reported $2.1B of Urban Edge Properties stock for Q2 2021, up 17% quarter-over-quarter.
- 24 funds opened new Urban Edge Properties positions in Q2 2021 and 15 closed out, a net change of +9 holders.
- The largest Urban Edge Properties buyer in Q2 2021 was Westwood Holdings Group, an estimated $38.1M added.
- The largest Urban Edge Properties seller in Q2 2021 was Invesco, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2021.