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343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76%99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
226
Parkwood LLC
Ohio
$572K +$78.3K +2,188 +17%
GF
227
Gerstein Fisher
New York
$571K +$1.72K +48 +0.3%
MNBTD
228
Moody National Bank Trust Division
Texas
$558K
OI
229
Oakbrook Investments
Illinois
$545K +$38.3K +1,071 +8%
Federated Hermes
230
Federated Hermes
Pennsylvania
$497K -$5.34M -149,208 -92%
PP
231
Prudential plc
United Kingdom
$485K
Baird Financial Group
232
Baird Financial Group
Wisconsin
$482K
IOOF
233
Independent Order of Foresters
Ontario, Canada
$482K
DC
234
Deere & Company
Illinois
$475K +$441K +12,318 New
KRSITF
235
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$466K +$432K +12,088 New
CCM
236
Catawba Capital Management
Virginia
$461K -$53.7K -1,500 -11%
VFP
237
Verus Financial Partners
Virginia
$456K +$84.2K +2,354 +25%
OMCS
238
Old Mutual Customised Solutions
South Africa
$455K
PI
239
Putnam Investments
Massachusetts
$441K +$188K +5,266 +85%
WMG
240
WESCAP Management Group
California
$422K +$392K +10,949 New
TMAM
241
Tokio Marine Asset Management
Japan
$418K +$143K +3,992 +58%
MYAM
242
Meiji Yasuda Asset Management
Japan
$408K +$24K +670 +7%
NMIMC
243
Northwestern Mutual Investment Management Company
Wisconsin
$393K +$365K +10,200 New
KCMRT
244
Kemper Corp Master Retirement Trust
Illinois
$388K -$106K -2,950 -23%
JG
245
Jefferies Group
New York
$384K +$356K +9,963 New
FC
246
FCA Corp
Texas
$383K
LIM
247
Leavell Investment Management
Alabama
$379K
CG
248
Caprock Group
Idaho
$373K +$346K +9,674 New
RG
249
Renaissance Group
Kentucky
$366K
NA
250
Navellier & Associates
Nevada
$363K -$13.3K -372 -4%

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.