We are live on ! Find out more

348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
251
Sandy Spring Bank
Maryland
$346K +$62.3K +1,817 +24%
UCFA
252
United Capital Financial Advisors
Texas
$345K +$69.1K +2,016 +27%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$339K +$14.2K +414 +5%
TCM
254
Teza Capital Management
Illinois
$339K +$318K +9,283 New
Brown Advisory
255
Brown Advisory
Maryland
$336K +$316K +9,218 New
LPL Financial
256
LPL Financial
California
$323K +$480 +14 +0.2%
FIM
257
Foresters Investment Management
New York
$322K
KRSITF
258
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$316K +$343 +10 +0.1%
MCM
259
MAI Capital Management
Ohio
$315K
MERSOM
260
Municipal Employees' Retirement System of Michigan
Michigan
$314K +$3.77K +110 +1%
FWIA
261
Fort Washington Investment Advisors
Ohio
$314K +$295K +8,600 New
KS
262
Karpas Strategies
Connecticut
$310K
GXMC
263
Global X Management Company
New York
$293K -$15.9K -464 -5%
IMOV
264
Investment Management of Virginia
Virginia
$290K -$10.3K -300 -4%
PL
265
Parkwood LLC
Ohio
$284K -$167K -4,882 -39%
CM
266
Capital Management
Virginia
$274K
Federated Hermes
267
Federated Hermes
Pennsylvania
$272K +$20.1K +586 +9%
TMAM
268
Tokio Marine Asset Management
Japan
$258K -$78.6K -2,295 -24%
KIA
269
KCM Investment Advisors
California
$258K
WMG
270
WESCAP Management Group
California
$258K
N
271
Natixis
France
$249K +$234K +6,822 New
P
272
Pitcairn
Pennsylvania
$239K -$24.6K -717 -10%
MSV
273
MN Services Vermogensbeheer
Netherlands
$237K
WSTAM
274
Wilbanks Smith & Thomas Asset Management
Virginia
$237K +$223K +6,494 New
CC
275
ClearArc Capital
Ohio
$236K -$2.23K -65 -1%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.