We are live on ! Find out more

391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
251
KCM Investment Advisors
California
$467K +$139K +3,081 +32%
ACM
252
Ashford Capital Management
Delaware
$460K +$97.8K +2,161 +21%
LSERS
253
Louisiana State Employees Retirement System
Louisiana
$457K -$63.4K -1,400 -10%
Rafferty Asset Management
254
Rafferty Asset Management
New York
$450K -$1.97M -43,529 -78%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$448K -$114K -2,515 -17%
HighTower Advisors
256
HighTower Advisors
Illinois
$434K +$7.06K +156 +1%
HFAS
257
Hummer Financial Advisory Services
Illinois
$428K -$36.2K -800 -6%
Squarepoint
258
Squarepoint
New York
$408K -$11.2M -247,966 -96%
MNBTD
259
Moody National Bank Trust Division
Texas
$399K
VFP
260
Verus Financial Partners
Virginia
$391K +$71K +1,568 +17%
OMC
261
Old Mission Capital
Illinois
$385K +$477K +10,531 New
ANRIA
262
American National Registered Investment Advisor
Texas
$383K
Osaic Holdings
263
Osaic Holdings
Arizona
$382K +$471K +10,413 New
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$375K -$3.27M -72,329 -88%
ACA
265
Ackerman Capital Advisors
Texas
$367K
GLLW
266
Graves Light Lenhart Wealth
Virginia
$367K
FC
267
FCA Corp
Texas
$364K
CS
268
Candriam SCA
Luxembourg
$344K
TC
269
TwinBeech Capital
New York
$343K +$425K +9,388 New
AAM
270
Azzad Asset Management
Virginia
$342K -$430K -9,503 -50%
KRSITF
271
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$325K +$87.9K +1,942 +28%
MYAM
272
Meiji Yasuda Asset Management
Japan
$323K -$1.11M -24,460 -73%
CAG
273
Csenge Advisory Group
Florida
$321K -$99.1K -2,189 -20%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$317K +$187K +4,126 +91%
PA
275
Profund Advisors
Maryland
$314K -$174K -3,843 -31%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.