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448 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

2% more funds holding

Funds holding: 441448 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 165

2.26% less ownership

Funds ownership: 99.39%97.13% (-2.3%)

19% less capital invested

Capital invested by funds: $14.1B → $11.4B (-$2.64B)

69% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $4.43M

Holders
448
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
150
Reduced
165
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
251
Kingswood Wealth Advisors
California
$803K +$897K +22,514 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$797K +$114K +2,860 +15%
WorldQuant Millennium Advisors
253
WorldQuant Millennium Advisors
New York
$781K
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$779K -$43.3K -1,086 -5%
SAM
255
Securian Asset Management
Minnesota
$776K -$137K -3,426 -14%
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$763K -$60.9K -1,527 -7%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$744K -$49.3K -1,238 -6%
OAM
258
Ostrum Asset Management
France
$741K -$5.62K -141 -0.7%
HIMCH
259
Hartford Investment Management Co (HIMCO)
Connecticut
$735K -$41.6K -1,043 -5%
HS
260
Hazelview Securities
Ontario, Canada
$730K -$15.6M -391,418 -95%
FNFDCM
261
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$687K -$3.95K -99 -0.5%
DFCM
262
Dark Forest Capital Management
Puerto Rico
$680K +$760K +19,065 New
LSERS
263
Louisiana State Employees Retirement System
Louisiana
$671K -$12K -300 -2%
PFO
264
Pathstone Family Office
New Jersey
$670K +$135K +3,396 +22%
LCOV
265
London Company of Virginia
Virginia
$661K
FRM
266
Fox Run Management
Connecticut
$620K +$693K +17,377 New
CWM
267
CIBC World Markets
New York
$597K -$779K -19,542 -54%
PCM
268
Penserra Capital Management
California
$593K +$2.95K +74 +0.4%
CGH
269
Crossmark Global Holdings
Texas
$588K +$2.15K +54 +0.3%
HSA
270
HBK Sorce Advisory
Pennsylvania
$586K -$8.17K -205 -1%
BMSSC
271
B. Metzler seel. Sohn & Co
Germany
$581K
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$576K -$126K -3,156 -16%
BCM
273
Bayesian Capital Management
New York
$574K +$642K +16,100 New
NMERB
274
New Mexico Educational Retirement Board
New Mexico
$574K +$43.8K +1,100 +7%
NW
275
Naviter Wealth
Arkansas
$568K +$54K +1,355 +9%