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322 hedge funds and large institutions have $8.23B invested in UDR in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,269% more call options, than puts

Call options by funds: $308K | Put options by funds: $13K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

4% more funds holding

Funds holding: 311322 (+11)

0.57% more ownership

Funds ownership: 98.84%99.41% (+0.57%)

5% less capital invested

Capital invested by funds: $8.7B → $8.23B (-$467M)

Holders
322
Holders Change
+11
Holders Change %
+3.54%
% of All Funds
8.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
35
Increased
120
Reduced
108
Closed
23
Calls
$308K
Puts
$13K
Net Calls
+$295K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
251
Renaissance Group
Kentucky
$304K +$312K +9,492 New
WAM
252
World Asset Management
Michigan
$302K -$367K -11,163 -54%
WA
253
Whitebox Advisors
Minnesota
$301K +$309K +9,400 New
PL
254
Perpetual Ltd
Australia
$297K
CM
255
Capital Management
Virginia
$288K -$14.7K -449 -5%
IRS
256
Invictus RG (Singapore)
Singapore
$287K +$294K +8,947 New
HF
257
HRT Financial
New York
$279K +$286K +8,722 New
MCM
258
MAI Capital Management
Ohio
$277K
KS
259
Karpas Strategies
Connecticut
$272K
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$272K +$28.4K +865 +11%
IOOF
261
Independent Order of Foresters
Ontario, Canada
$269K
CNB
262
City National Bank
California
$268K +$1.61K +49 +0.6%
AB
263
Amalgamated Bank
New York
$268K +$25.8K +784 +10%
P
264
Pitcairn
Pennsylvania
$260K -$7.52K -229 -3%
AAM
265
Advisors Asset Management
Colorado
$248K +$3.29K +100 +1%
HC
266
Hourglass Capital
Texas
$242K
LPL Financial
267
LPL Financial
California
$233K -$105K -3,190 -31%
US Bancorp
268
US Bancorp
Minnesota
$233K +$157K +4,786 +192%
KIA
269
KCM Investment Advisors
California
$227K
MBTD
270
Mechanics Bank - Trust Department
California
$226K -$6.57K -200 -3%
ST
271
Semper Trust
Pennsylvania
$223K
DekaBank Deutsche Girozentrale
272
DekaBank Deutsche Girozentrale
Germany
$213K
EGM
273
Engineers Gate Manager
New York
$202K +$207K +6,310 New
FNBT
274
FineMark National Bank & Trust
Florida
$172K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$170K +$146K +4,431 +505%

UDR Hedge Fund Activity: Q2 2015 in Review

322 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2015, worth a combined $8.23B — down 5.4% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UDR positions and 23 closed out — a net gain of 12 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $184M.

  • 322 institutional investors held UDR (UDR) as of Q2 2015, up from 311 in Q1 2015.
  • Funds reported $8.23B of UDR stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new UDR positions in Q2 2015 and 23 closed out, a net change of +12 holders.
  • The largest UDR buyer in Q2 2015 was Cohen & Steers, an estimated $117M added.
  • The largest UDR seller in Q2 2015 was Invesco, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2015.