Urban Edge Properties
198 hedge funds and large institutions have $1.7B invested in Urban Edge Properties in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
8% more funds holding
Funds holding: 183 → 198 (+15)
4% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 69
5% less capital invested
Capital invested by funds: $1.79B → $1.7B (-$88.8M)
4.14% less ownership
Funds ownership: 98.86% → 94.72% (-4.1%)
17% less call options, than puts
Call options by funds: $5K | Put options by funds: $6K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.2M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$13M |
| 3 |
Morgan Stanley
New York
|
+$12.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$10.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$68.4M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$31.1M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$29M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$17.5M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
201
HRT Financial
New York
| – | -$522K | -33,832 | Closed |
|
|
GCP
202
GSA Capital Partners
London,
United Kingdom
| – | -$335K | -21,717 | Closed |
|
203
Cerity Partners
New York
| – | -$323K | -20,959 | Closed |
|
|
WANY
204
Wealthspire Advisors (New York)
New York
| – | -$310K | -20,100 | Closed |
|
|
JFG
205
Jefferies Financial Group
New York
| – | -$186K | -12,080 | Closed |
|
206
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$176K | -11,400 | Closed |
|
|
CAS
207
Coppell Advisory Solutions
Coppell,
Texas
| – | -$10.4K | -675 | Closed |
|
208
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.9K | -188 | Closed |
|
|
EWA
209
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$602 | -39 | Closed |
|
|
C
210
Covestor
London,
United Kingdom
| – | -$16 | -1 | -8% |
|
UE Hedge Fund Activity: Q3 2023 in Review
198 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2023, worth a combined $1.7B — down 5% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new UE positions and 12 closed out — a net gain of 16 holders — while 66 added to existing stakes and 69 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $35.2M. The largest seller was Massachusetts Financial Services, cutting an estimated $68.4M.
- 198 institutional investors held Urban Edge Properties (UE) as of Q3 2023, up from 183 in Q2 2023.
- Funds reported $1.7B of Urban Edge Properties stock for Q3 2023, down 5% quarter-over-quarter.
- 28 funds opened new Urban Edge Properties positions in Q3 2023 and 12 closed out, a net change of +16 holders.
- The largest Urban Edge Properties buyer in Q3 2023 was Balyasny Asset Management, an estimated $35.2M added.
- The largest Urban Edge Properties seller in Q3 2023 was Massachusetts Financial Services, an estimated $68.4M sold.
Based on aggregated 13F filings for Q3 2023.