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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: 213223 (+10)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.24% less ownership

Funds ownership: 89.38%89.14% (-0.24%)

1% less capital invested

Capital invested by funds: $2.46B → $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
Vanguard Group
1
Vanguard Group
Pennsylvania
$421M +$2.56M +96,443 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$400M +$4.49M +169,167 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$248M +$16.5M +620,924 +7%
BFA
4
BlackRock Fund Advisors
California
$160M +$13.7M +516,345 +10%
Deutsche Bank
5
Deutsche Bank
Germany
$120M -$6.02M -226,885 -5%
State Street
6
State Street
Massachusetts
$113M -$1.16M -43,586 -1%
BIT
7
BlackRock Institutional Trust
California
$107M +$4.93M +185,858 +5%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$54.2M -$6.62M -249,680 -11%
Northern Trust
9
Northern Trust
Illinois
$50.4M -$5.5M -207,306 -10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.9M +$254K +9,569 +0.7%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$35.1M +$9.23M +347,764 +37%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$33.8M +$1.27M +47,989 +4%
Norges Bank
13
Norges Bank
Norway
$31.9M -$1.06M -40,016 -3%
American Century Companies
14
American Century Companies
Missouri
$31.6M +$6.21M +234,127 +26%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$29.5M +$3.18M +120,024 +13%
RC
16
Resolution Capital
Australia
$25.9M -$17.4M -657,094 -41%
Macquarie Group
17
Macquarie Group
Australia
$23.6M -$90.9K -3,424 -0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$22M +$1.24M +46,656 +6%
Victory Capital Management
19
Victory Capital Management
Texas
$21.7M +$3.73M +140,550 +22%
Charles Schwab
20
Charles Schwab
California
$21M +$969K +36,531 +5%
TA
21
Teachers Advisors
New York
$18.5M -$1.18M -44,535 -6%
CS
22
Credit Suisse
Switzerland
$18.5M +$7.11M +267,848 +66%
Invesco
23
Invesco
Georgia
$18.2M +$1.13M +42,621 +7%
AA
24
AQR Arbitrage
Connecticut
$17.5M
KAM
25
Keeley Asset Management
Illinois
$17.4M -$2.6M -97,965 -13%

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 — down 0.77% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UE positions and 15 closed out — a net gain of 14 holders — 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.