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Urban Edge Properties

204 hedge funds and large institutions have $2.5B invested in Urban Edge Properties in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 46

11% more capital invested

Capital invested by funds: $2.26B → $2.5B (+$238M)

2.44% more ownership

Funds ownership: 88.67%91.11% (+2.4%)

7% less funds holding

Funds holding: 220204 (-16)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

Holders
204
Holders Change
-16
Holders Change %
-7.27%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
88
Reduced
46
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$409M +$19M +763,797 +5%
BlackRock
2
BlackRock
New York
$323M +$10.6M +426,145 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$255M +$1.04M +41,781 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M -$26.7M -1,077,966 -11%
Cohen & Steers
5
Cohen & Steers
New York
$211M +$183M +7,380,862 +537%
Deutsche Bank
6
Deutsche Bank
Germany
$120M -$9.83M -396,275 -7%
State Street
7
State Street
Massachusetts
$115M +$5.89M +237,302 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.8M +$47M +1,894,634 +117%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$51.4M +$1.49M +59,951 +3%
Northern Trust
10
Northern Trust
Illinois
$50.2M -$374K -15,068 -0.7%
Norges Bank
11
Norges Bank
Norway
$37M
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$36.9M +$1.25M +50,269 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$35.5M +$841K +33,899 +2%
Charles Schwab
14
Charles Schwab
California
$26.4M +$3.66M +147,323 +16%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$25.4M +$5.17M +208,461 +25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.7M +$2.44M +98,545 +11%
AllianceBernstein
17
AllianceBernstein
Tennessee
$23M +$1.12M +45,241 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$19.7M +$17.1M +690,433 +544%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$19M -$999K -40,282 -5%
American Century Companies
20
American Century Companies
Missouri
$18.4M -$7.04M -283,948 -27%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$18.3M +$4.31M +173,640 +30%
Victory Capital Management
22
Victory Capital Management
Texas
$16.2M -$2.2M -88,510 -12%
Goldman Sachs
23
Goldman Sachs
New York
$16M +$118K +4,764 +0.7%
Axa
24
Axa
France
$14.9M +$4.36M +175,600 +40%
TA
25
Teachers Advisors
New York
$14.3M +$10.3M +416,798 +236%

UE Hedge Fund Activity: Q3 2017 in Review

204 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2017, worth a combined $2.5B — up 11% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UE and 17 opened new positions — a net loss of 15 holders — while 46 trimmed existing stakes and 88 added.

The largest buyer was Cohen & Steers, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $26.7M.

  • 204 institutional investors held Urban Edge Properties (UE) as of Q3 2017, down from 220 in Q2 2017.
  • Funds reported $2.5B of Urban Edge Properties stock for Q3 2017, up 11% quarter-over-quarter.
  • 17 funds opened new Urban Edge Properties positions in Q3 2017 and 32 closed out, a net change of -15 holders.
  • The largest Urban Edge Properties buyer in Q3 2017 was Cohen & Steers, an estimated $183M added.
  • The largest Urban Edge Properties seller in Q3 2017 was Fidelity Investments, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2017.