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Urban Edge Properties

224 hedge funds and large institutions have $2.11B invested in Urban Edge Properties in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

24% more capital invested

Capital invested by funds: $1.7B → $2.11B (+$409M)

13% more funds holding

Funds holding: 198224 (+26)

3.47% more ownership

Funds ownership: 94.72%98.2% (+3.5%)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

75% less call options, than puts

Call options by funds: $60K | Put options by funds: $238K

Holders
224
Holders Change
+26
Holders Change %
+13.13%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
70
Reduced
77
Closed
11
Calls
$60K
Puts
$238K
Net Calls
-$178K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M +$11.5M +699,788 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M -$724K -43,962 -0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$240M -$3.38M -204,897 -2%
State Street
4
State Street
Massachusetts
$136M +$2.79M +169,228 +2%
Morgan Stanley
5
Morgan Stanley
New York
$108M +$69.1M +4,192,504 +245%
RC
6
Resolution Capital
Australia
$82.1M -$1.81M -109,712 -2%
WHG
7
Westwood Holdings Group
Texas
$74.2M -$6.57M -398,966 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$50.1M +$1.79M +108,668 +4%
Charles Schwab
9
Charles Schwab
California
$39M +$683K +41,478 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$38.2M -$815K -49,458 -2%
CIM
11
Centersquare Investment Management
Pennsylvania
$34.3M -$6.09M -369,798 -16%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$30.1M -$36.9K -2,239 -0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$29.7M +$19.1M +1,160,501 +251%
Northern Trust
14
Northern Trust
Illinois
$28.1M -$1.69M -102,839 -6%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$26.3M -$18.5M -1,124,149 -44%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$24.6M -$1.23M -74,553 -5%
Fisher Asset Management
17
Fisher Asset Management
Washington
$21.9M -$5.23M -317,326 -21%
American Century Companies
18
American Century Companies
Missouri
$20.2M -$8.15M -494,639 -31%
Legal & General Group
19
Legal & General Group
United Kingdom
$19.8M +$684K +41,542 +4%
Jennison Associates
20
Jennison Associates
New York
$18.5M +$16.6M +1,010,628 New
Goldman Sachs
21
Goldman Sachs
New York
$17.2M +$2.6M +157,792 +20%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$15.7M -$1.16M -70,282 -8%
UBS AM
23
UBS AM
Illinois
$15.4M +$4.42M +268,549 +47%
Norges Bank
24
Norges Bank
Norway
$14.9M -$3M -182,399 -18%
Invesco
25
Invesco
Georgia
$13.6M +$150K +9,098 +1%

UE Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Urban Edge Properties (UE) for Q4 2023, worth a combined $2.11B — up 24% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UE positions and 11 closed out — a net gain of 29 holders — while 70 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.1M. The largest seller was Balyasny Asset Management, cutting an estimated $18.5M.

  • 224 institutional investors held Urban Edge Properties (UE) as of Q4 2023, up from 198 in Q3 2023.
  • Funds reported $2.11B of Urban Edge Properties stock for Q4 2023, up 24% quarter-over-quarter.
  • 40 funds opened new Urban Edge Properties positions in Q4 2023 and 11 closed out, a net change of +29 holders.
  • The largest Urban Edge Properties buyer in Q4 2023 was Morgan Stanley, an estimated $69.1M added.
  • The largest Urban Edge Properties seller in Q4 2023 was Balyasny Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.