We are live on ! Find out more

311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$374K +$36.2K +1,102 +11%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$369K +$90K +2,737 +34%
PL
228
Parkwood LLC
Ohio
$351K -$44K -1,337 -11%
LPL Financial
229
LPL Financial
California
$346K +$105K +3,189 +45%
FC
230
FCA Corp
Texas
$339K
TD Asset Management
231
TD Asset Management
Ontario, Canada
$339K +$38K +1,155 +13%
OMCS
232
Old Mutual Customised Solutions
South Africa
$337K -$59.2K -1,800 -15%
PI
233
Putnam Investments
Massachusetts
$335K -$49.7K -1,512 -13%
CMBA
234
C.M. Bidwell & Associates
Hawaii
$331K +$320K +9,740 New
IMOV
235
Investment Management of Virginia
Virginia
$325K
CM
236
Capital Management
Virginia
$322K -$91K -2,769 -23%
GH
237
GAM Holding
Switzerland
$318K +$194K +5,900 +171%
PL
238
Perpetual Ltd
Australia
$316K -$46K -1,400 -13%
LIA
239
LS Investment Advisors
Michigan
$305K
MCM
240
MAI Capital Management
Ohio
$294K
KS
241
Karpas Strategies
Connecticut
$289K
TRCT
242
Tower Research Capital (TRC)
New York
$289K +$279K +8,498 New
EMG
243
Ellington Management Group
Connecticut
$289K +$279K +8,500 New
IOOF
244
Independent Order of Foresters
Ontario, Canada
$286K -$132K -4,000 -32%
B
245
Barings
North Carolina
$286K +$276K +8,400 New
P
246
Pitcairn
Pennsylvania
$285K -$7.92K -241 -3%
CCM
247
Cadence Capital Management
Massachusetts
$284K -$210K -6,402 -43%
CNB
248
City National Bank
California
$283K -$4.73K -144 -2%
AAM
249
Advisors Asset Management
Colorado
$260K +$16.4K +500 +7%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$259K +$16.9K +515 +7%

UDR Hedge Fund Activity: Q1 2015 in Review

311 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2015, worth a combined $8.7B — up 14% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UDR and 20 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was AMP Capital Investors, adding an estimated $171M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $97M.

  • 311 institutional investors held UDR (UDR) as of Q1 2015, down from 316 in Q4 2014.
  • Funds reported $8.7B of UDR stock for Q1 2015, up 14% quarter-over-quarter.
  • 20 funds opened new UDR positions in Q1 2015 and 23 closed out, a net change of -3 holders.
  • The largest UDR buyer in Q1 2015 was AMP Capital Investors, an estimated $171M added.
  • The largest UDR seller in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.