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Urban Edge Properties

212 hedge funds and large institutions have $1.96B invested in Urban Edge Properties in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 59

9% more capital invested

Capital invested by funds: $1.81B → $1.96B (+$157M)

5% more funds holding

Funds holding: 202212 (+10)

0.27% more ownership

Funds ownership: 85.49%85.76% (+0.27%)

33% less call options, than puts

Call options by funds: $28K | Put options by funds: $42K

Holders
212
Holders Change
+10
Holders Change %
+4.95%
% of All Funds
5.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
81
Reduced
59
Closed
17
Calls
$28K
Puts
$42K
Net Calls
-$14K
Net Calls Change
+$590K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$334M +$7.91M +339,082 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$186M -$2.96M -126,783 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$131M +$5.39M +231,267 +4%
BFA
4
BlackRock Fund Advisors
California
$117M +$16.1M +688,273 +16%
Deutsche Bank
5
Deutsche Bank
Germany
$113M +$17.6M +755,366 +19%
State Street
6
State Street
Massachusetts
$102M +$878K +37,666 +0.9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$95.4M +$18.4M +791,062 +24%
BIT
8
BlackRock Institutional Trust
California
$91.8M +$3.8M +162,937 +4%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$71.5M -$14.4M -618,784 -17%
Northern Trust
10
Northern Trust
Illinois
$44M +$670K +28,733 +2%
RC
11
Resolution Capital
Australia
$36.4M +$22.5M +962,935 +164%
American Century Companies
12
American Century Companies
Missouri
$34.1M +$20.2M +865,922 +147%
PI
13
PGGM Investments
Netherlands
$34M
Norges Bank
14
Norges Bank
Norway
$33.7M +$2.82M +120,979 +9%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$31.8M +$580K +24,868 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$28.3M +$836K +35,850 +3%
KAM
17
Keeley Asset Management
Illinois
$26.5M -$9.58M -410,784 -27%
Morgan Stanley
18
Morgan Stanley
New York
$25.8M -$1.3M -55,646 -5%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$20.6M +$17K +727 +0.1%
REMS
20
Real Estate Management Services
$20.1M -$184K -7,900 -0.9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.4M +$572K +24,539 +4%
TA
22
Teachers Advisors
New York
$15.8M +$1.46M +62,682 +10%
Macquarie Group
23
Macquarie Group
Australia
$15.6M +$5.96M +255,645 +62%
BG
24
BlackRock Group
United Kingdom
$14.1M +$831K +35,618 +6%
Charles Schwab
25
Charles Schwab
California
$14.1M +$1.52M +65,036 +12%

UE Hedge Fund Activity: Q4 2015 in Review

212 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2015, worth a combined $1.96B — up 8.7% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UE positions and 17 closed out — a net gain of 13 holders — while 81 added to existing stakes and 59 trimmed.

The largest buyer was Resolution Capital, adding an estimated $22.5M. The largest seller was APG Asset Management US, exiting entirely with an estimated $60.9M sold.

  • 212 institutional investors held Urban Edge Properties (UE) as of Q4 2015, up from 202 in Q3 2015.
  • Funds reported $1.96B of Urban Edge Properties stock for Q4 2015, up 8.7% quarter-over-quarter.
  • 30 funds opened new Urban Edge Properties positions in Q4 2015 and 17 closed out, a net change of +13 holders.
  • The largest Urban Edge Properties buyer in Q4 2015 was Resolution Capital, an estimated $22.5M added.
  • The largest Urban Edge Properties seller in Q4 2015 was APG Asset Management US, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2015.