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Urban Edge Properties

196 hedge funds and large institutions have $2.19B invested in Urban Edge Properties in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.85B → $2.19B (+$337M)

2.55% more ownership

Funds ownership: 88.78%91.34% (+2.6%)

4% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 72

2% less funds holding

Funds holding: 201196 (-5)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

76% less call options, than puts

Call options by funds: $194K | Put options by funds: $821K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
69
Reduced
72
Closed
23
Calls
$194K
Puts
$821K
Net Calls
-$627K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$348M +$8.77M +493,824 +3%
BlackRock
2
BlackRock
New York
$322M -$4.66M -262,327 -2%
Cohen & Steers
3
Cohen & Steers
New York
$317M +$57.4M +3,234,577 +25%
State Street
4
State Street
Massachusetts
$128M -$1.93M -108,951 -2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$89.7M -$3.76M -212,029 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$70.9M -$12.5M -705,229 -16%
JP Morgan Chase
7
JP Morgan Chase
New York
$69.8M +$50.7M +2,855,982 +426%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$58M -$1.72M -96,685 -3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$51.9M -$7.55M -424,983 -14%
Invesco
10
Invesco
Georgia
$48.7M +$6.83M +384,507 +18%
Northern Trust
11
Northern Trust
Illinois
$44.9M +$1.38M +77,622 +4%
Goldman Sachs
12
Goldman Sachs
New York
$38.2M +$8.01M +451,269 +31%
AAMU
13
APG Asset Management US
New York
$37.3M +$7.55M +425,000 +29%
Charles Schwab
14
Charles Schwab
California
$36.9M +$279K +15,711 +0.8%
Renaissance Technologies
15
Renaissance Technologies
New York
$36.8M +$14.1M +794,000 +75%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$36.6M -$956K -53,833 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$35.8M +$898K +50,570 +3%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$34M +$30.5M +1,718,790 New
Norges Bank
19
Norges Bank
Norway
$31M
CC
20
Carlson Capital
Texas
$27.7M +$1.47M +83,000 +6%
CIM
21
Centersquare Investment Management
Pennsylvania
$18.4M -$2.47M -138,913 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$11.5M +$750K +42,232 +8%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$11M -$2.93M -164,775 -23%
Prudential Financial
24
Prudential Financial
New Jersey
$10.8M +$8.2M +461,960 +566%
N
25
Nuveen
North Carolina
$9.86M -$7.62M -429,144 -46%

UE Hedge Fund Activity: Q3 2019 in Review

196 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q3 2019, worth a combined $2.19B — up 18% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UE and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 69 added.

The largest buyer was Cohen & Steers, adding an estimated $57.4M. The largest seller was Long Pond Capital, exiting entirely with an estimated $34.7M sold.

  • 196 institutional investors held Urban Edge Properties (UE) as of Q3 2019, down from 201 in Q2 2019.
  • Funds reported $2.19B of Urban Edge Properties stock for Q3 2019, up 18% quarter-over-quarter.
  • 18 funds opened new Urban Edge Properties positions in Q3 2019 and 23 closed out, a net change of -5 holders.
  • The largest Urban Edge Properties buyer in Q3 2019 was Cohen & Steers, an estimated $57.4M added.
  • The largest Urban Edge Properties seller in Q3 2019 was Long Pond Capital, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2019.