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Urban Edge Properties

208 hedge funds and large institutions have $2.29B invested in Urban Edge Properties in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $130K | Put options by funds: $94K

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

4% more capital invested

Capital invested by funds: $2.2B → $2.29B (+$88.6M)

1% less funds holding

Funds holding: 210208 (-2)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2.69% less ownership

Funds ownership: 90.55%87.86% (-2.7%)

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
80
Reduced
58
Closed
17
Calls
$130K
Puts
$94K
Net Calls
+$36K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$360M -$16.7M -783,998 -5%
BlackRock
2
BlackRock
New York
$347M +$19.9M +930,572 +7%
Cohen & Steers
3
Cohen & Steers
New York
$257M +$8.15M +381,950 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$239M +$2.32M +108,843 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$131M -$87.9M -4,118,466 -42%
State Street
6
State Street
Massachusetts
$113M -$517K -24,216 -0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$67.1M +$27.7M +1,297,476 +79%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$61.5M +$18.3M +858,396 +47%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$56.3M +$593K +27,756 +1%
Northern Trust
10
Northern Trust
Illinois
$51.3M +$549K +25,695 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$38.7M +$983K +46,051 +3%
Norges Bank
12
Norges Bank
Norway
$34.7M +$721K +33,785 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$33.2M +$5.28M +247,182 +21%
Charles Schwab
14
Charles Schwab
California
$31.9M +$2.21M +103,446 +8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27.8M +$2.56M +120,097 +11%
CIM
16
Centersquare Investment Management
Pennsylvania
$22.7M -$14.8M -694,781 -41%
N
17
Nuveen
North Carolina
$19.1M +$15M +700,976 +525%
Axa
18
Axa
France
$17.2M -$831K -38,908 -5%
Millennium Management
19
Millennium Management
New York
$17M +$1.51M +70,611 +10%
Morgan Stanley
20
Morgan Stanley
New York
$16.1M +$569K +26,643 +4%
Deutsche Bank
21
Deutsche Bank
Germany
$15.8M -$41.5M -1,943,112 -74%
AllianceBernstein
22
AllianceBernstein
Tennessee
$14.9M -$864K -40,470 -6%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$14.5M -$1.52M -71,429 -10%
Invesco
24
Invesco
Georgia
$14.4M -$1.19M -55,657 -8%
American Century Companies
25
American Century Companies
Missouri
$13.4M +$6.27M +293,769 +100%

UE Hedge Fund Activity: Q2 2018 in Review

208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q2 2018, worth a combined $2.29B — up 4% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UE and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 80 added.

The largest buyer was Bank of New York Mellon, adding an estimated $27.7M. The largest seller was Fidelity Investments, cutting an estimated $87.9M.

  • 208 institutional investors held Urban Edge Properties (UE) as of Q2 2018, down from 210 in Q1 2018.
  • Funds reported $2.29B of Urban Edge Properties stock for Q2 2018, up 4% quarter-over-quarter.
  • 16 funds opened new Urban Edge Properties positions in Q2 2018 and 17 closed out, a net change of -1 holder.
  • The largest Urban Edge Properties buyer in Q2 2018 was Bank of New York Mellon, an estimated $27.7M added.
  • The largest Urban Edge Properties seller in Q2 2018 was Fidelity Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2018.