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Urban Edge Properties
UE

224 hedge funds and large institutions have $2.11B invested in Urban Edge Properties in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

24% more capital invested

Capital invested by funds: $1.7B → $2.11B (+$409M)

13% more funds holding

Funds holding: 198 → 224 (+26)

3.47% more ownership

Funds ownership: 94.72% → 98.2% (+3.5%)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

75% less call options, than puts

Call options by funds: $60K | Put options by funds: $238K

Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
70
Reduced
77
Closed
11
Calls
$60K
Puts
$238K
Net Calls
-$178K
Net Calls Change
-$177K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$69.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.1M
3
Jennison Associates
Jennison Associates
New York
+$16.6M
4
Walleye Capital
Walleye Capital
New York
+$12.2M
5
BlackRock
BlackRock
New York
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$18.5M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$15.8M
3
HRES
Heitman Real Estate Securities
Illinois
-$14.3M
4
American Century Companies
American Century Companies
Missouri
-$8.15M
5
Prudential Financial
Prudential Financial
New Jersey
-$7.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
201
LGT Financial Advisors
Texas
$3.04K – – –
RIL
202
Rothschild Investment LLC
Illinois
$2.75K +$2.47K +150 New
IA
203
IFP Advisors
Florida
$2.6K – – –
FFA
204
Farther Finance Advisors
California
$2.4K +$1.43K +87 +198%
ME
205
McIlrath & Eck
Washington
$2.2K +$1.98K +120 New
OLVIG
206
Oliver Lagore Vanvalin Investment Group
Michigan
$2.14K – – –
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$1.68K – – –
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.65K – – –
AF
209
Allworth Financial
California
$1.37K -$1.4K -85 -53%
GRP
210
Global Retirement Partners
California
$1.09K – – –
VNA
211
Valley National Advisers
Pennsylvania
$1K +$906 +55 New
EWA
212
EverSource Wealth Advisors
Alabama
$604 +$544 +33 New
ZB
213
Zions Bancorporation
Utah
$458 – – –
HI
214
Harbour Investments
Wisconsin
$458 +$412 +25 New
BWAM
215
Boyd Watterson Asset Management
Ohio
$366 – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$293 -$5.49K -333 -95%
PWMG
217
Provence Wealth Management Group
California
$293 – – –
AssetMark Inc
218
AssetMark Inc
California
$238 +$214 +13 New
GWS
219
Glassman Wealth Services
Virginia
$220 – – –
VCM
220
Versant Capital Management
Arizona
$165 – – –
HCP
221
Hexagon Capital Partners
Arkansas
$92 – – –
S
222
Sachetta
Massachusetts
$92 +$82 +5 New
Massachusetts Financial Services
223
Massachusetts Financial Services
Massachusetts
– -$15.8M -1,032,145 Closed
HRES
224
Heitman Real Estate Securities
Illinois
– -$14.3M -936,862 Closed
OCBCO
225
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$1.47M -96,169 Closed
6 7 8
9
10

UE Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2023, worth a combined $2.11B — up 24% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UE positions and 11 closed out — a net gain of 29 holders — while 70 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.1M. The largest seller was Balyasny Asset Management, cutting an estimated $18.5M.

  • 224 institutional investors held Urban Edge Properties (UE) as of Q4 2023, up from 198 in Q3 2023.
  • Funds reported $2.11B of Urban Edge Properties stock for Q4 2023, up 24% quarter-over-quarter.
  • 40 funds opened new Urban Edge Properties positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Urban Edge Properties buyer in Q4 2023 was Morgan Stanley, an estimated $69.1M added.
  • The largest Urban Edge Properties seller in Q4 2023 was Balyasny Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.