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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
AB
251
Amalgamated Bank
New York
$258K +$32.1K +976 +15%
HC
252
Hourglass Capital
Texas
$257K
VF
253
Virtu Financial
New York
$254K +$246K +7,469 New
MBTD
254
Mechanics Bank - Trust Department
California
$248K -$20.4K -621 -8%
KIA
255
KCM Investment Advisors
California
$241K
ST
256
Semper Trust
Pennsylvania
$237K -$98.6K -3,000 -30%
NCCM
257
Nine Chapters Capital Management
New Jersey
$228K +$220K +6,700 New
DekaBank Deutsche Girozentrale
258
DekaBank Deutsche Girozentrale
Germany
$227K -$19.7K -600 -8%
HIMCH
259
Hartford Investment Management Co (HIMCO)
Connecticut
$226K -$44.1K -1,340 -17%
AUB
260
Atlantic Union Bankshares
Virginia
$213K +$206K +6,251 New
GCP
261
GSA Capital Partners
United Kingdom
$209K -$1.05M -32,000 -84%
NPA
262
Nichols & Pratt Advisers
Massachusetts
$201K +$195K +5,918 New
TTWM
263
TCV Trust & Wealth Management
Virginia
$200K +$193K +5,881 New
FNBT
264
FineMark National Bank & Trust
Florida
$183K
EOJOAM
265
E. Ohman J:or Asset Management
Sweden
$180K
LTFS
266
Ladenburg Thalmann Financial Services
Florida
$173K -$30.8K -937 -16%
PAM
267
Panagora Asset Management
Massachusetts
$169K +$7.37K +224 +5%
VFA
268
Virtus Fund Advisers
Connecticut
$167K -$14.8K -449 -8%
HDIM
269
Hanson & Doremus Investment Management
Vermont
$158K -$3.29K -100 -2%
OA
270
OFI Advisors
Pennsylvania
$145K -$25.1K -762 -15%
DSC
271
Duncker Streett & Co
Missouri
$108K -$89.9K -2,733 -46%
PIA
272
Peachtree Investment Advisors
Georgia
$101K -$46.9K -1,425 -32%
TCM
273
Tradewinds Capital Management
Washington
$101K -$31.3K -951 -24%
US Bancorp
274
US Bancorp
Minnesota
$85K -$36.9K -1,122 -31%
First Manhattan
275
First Manhattan
New York
$79K

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.