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Urban Edge Properties

204 hedge funds and large institutions have $2.23B invested in Urban Edge Properties in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 51

0.56% more ownership

Funds ownership: 87.86%88.42% (+0.56%)

3% less capital invested

Capital invested by funds: $2.29B → $2.23B (-$63.4M)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 208204 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
4.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
83
Reduced
51
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$357M +$23.2M +1,028,318 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M +$9.11M +404,355 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$223M -$7.57M -335,965 -3%
Cohen & Steers
4
Cohen & Steers
New York
$177M -$72.3M -3,207,505 -29%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M +$24.8M +1,101,165 +19%
State Street
6
State Street
Massachusetts
$115M +$6.14M +272,494 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$65.9M +$6.64M +294,533 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$65.7M +$961K +42,672 +1%
Northern Trust
9
Northern Trust
Illinois
$50.1M +$598K +26,527 +1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$44.6M -$9.97M -442,655 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$38.4M +$1.04M +46,099 +3%
Charles Schwab
12
Charles Schwab
California
$34.7M +$4.01M +178,121 +13%
Norges Bank
13
Norges Bank
Norway
$33.5M
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$32.1M +$68 +3 +0%
N
15
Nuveen
North Carolina
$31.5M +$13.3M +592,475 +71%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$30.5M +$3.75M +166,279 +14%
CIM
17
Centersquare Investment Management
Pennsylvania
$24.9M +$3.08M +136,660 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$24.8M +$24.4M +1,084,548 +2,971%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$22.1M +$8.25M +366,193 +58%
Axa
20
Axa
France
$16.6M -$38.9K -1,728 -0.2%
Deutsche Bank
21
Deutsche Bank
Germany
$13.4M -$1.91M -84,656 -12%
Goldman Sachs
22
Goldman Sachs
New York
$12.1M +$4.76M +211,351 +63%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.2M +$920K +40,818 +9%
CCM
24
Chilton Capital Management
Texas
$10.5M -$283K -12,552 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$9.31M +$441K +19,592 +5%

UE Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2018, worth a combined $2.23B — down 2.8% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UE and 23 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $24.8M. The largest seller was Cohen & Steers, cutting an estimated $72.3M.

  • 204 institutional investors held Urban Edge Properties (UE) as of Q3 2018, down from 208 in Q2 2018.
  • Funds reported $2.23B of Urban Edge Properties stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 23 funds opened new Urban Edge Properties positions in Q3 2018 and 25 closed out, a net change of -2 holders.
  • The largest Urban Edge Properties buyer in Q3 2018 was Fidelity Investments, an estimated $24.8M added.
  • The largest Urban Edge Properties seller in Q3 2018 was Cohen & Steers, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2018.