UDR
401 hedge funds and large institutions have $9.32B invested in UDR in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 148 reducing their positions, and 46 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
76% more call options, than puts
Call options by funds: $5.01M | Put options by funds: $2.85M
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
0% more funds holding
Funds holding: 401 → 401 (0)
3% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 148
2.02% less ownership
Funds ownership: 99.45% → 97.43% (-2%)
11% less capital invested
Capital invested by funds: $10.5B → $9.32B (-$1.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$96.6M |
| 2 |
Barclays
London,
United Kingdom
|
+$51.7M |
| 3 |
JP Morgan Chase
New York
|
+$46.5M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$29.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 2 |
ZP
Zimmer Partners
New York
|
-$99.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$97.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$89.7M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$69.5M |
UDR Hedge Fund Activity: Q3 2020 in Review
401 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2020, worth a combined $9.32B — down 11% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UDR positions and 46 closed out — a net gain of 1 holder — while 143 added to existing stakes and 148 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $96.6M. The largest seller was Fidelity Investments, cutting an estimated $162M.
- 401 institutional investors held UDR (UDR) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $9.32B of UDR stock for Q3 2020, down 11% quarter-over-quarter.
- 47 funds opened new UDR positions in Q3 2020 and 46 closed out, a net change of +1 holder.
- The largest UDR buyer in Q3 2020 was Cohen & Steers, an estimated $96.6M added.
- The largest UDR seller in Q3 2020 was Fidelity Investments, an estimated $162M sold.
Based on aggregated 13F filings for Q3 2020.