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437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$729K +$339K +8,195 +97%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$723K -$68.6K -1,659 -9%
MF
253
Magnetar Financial
Illinois
$708K +$667K +16,131 New
AB
254
Amalgamated Bank
New York
$703K -$23.5K -568 -3%
Rafferty Asset Management
255
Rafferty Asset Management
New York
$680K +$203K +4,912 +46%
RWMH
256
Riverpoint Wealth Management Holdings
Illinois
$659K
LBC
257
Lowe Brockenbrough & Co
Virginia
$654K -$22.7K -550 -4%
CGH
258
Crossmark Global Holdings
Texas
$638K +$6.62K +160 +1%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$637K -$2.5M -60,470 -81%
Victory Capital Management
260
Victory Capital Management
Texas
$619K -$58.3K -1,410 -9%
Stifel Financial
261
Stifel Financial
Missouri
$603K +$47.2K +1,140 +9%
KFC
262
Klingenstein Fields & Co
New York
$601K
TSW
263
Thompson Siegel & Walmsley
Virginia
$596K -$103K -2,500 -16%
Osaic Holdings
264
Osaic Holdings
Arizona
$596K +$99.8K +2,414 +22%
Mariner
265
Mariner
Kansas
$592K +$90.6K +2,190 +19%
B
266
BP
United Kingdom
$591K -$182K -4,407 -25%
NMIMC
267
Northwestern Mutual Investment Management Company
Wisconsin
$590K -$112K -2,704 -17%
Federated Hermes
268
Federated Hermes
Pennsylvania
$590K +$425K +10,274 +324%
TCM
269
Teza Capital Management
Illinois
$589K +$556K +13,435 New
EOJOAM
270
E. Ohman J:or Asset Management
Sweden
$566K
X
271
Xponance
Pennsylvania
$551K -$6.7K -162 -1%
MAM
272
Meeder Asset Management
Ohio
$545K +$456K +11,018 +783%
HFAS
273
Hummer Financial Advisory Services
Illinois
$514K -$4.92K -119 -1%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$487K +$33.2K +803 +8%
EI
275
Ethic Inc
New York
$486K +$5.25K +127 +1%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.