UDR
265 hedge funds and large institutions have $5.64B invested in UDR in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 19 closing their positions.
787% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $178K
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
2% more funds holding
Funds holding: 261 → 265 (+4)
0.03% less ownership
Funds ownership: 95.04% → 95.01% (-0.03%)
9% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 96
8% less capital invested
Capital invested by funds: $6.1B → $5.64B (-$463M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$72M |
| 2 |
Bank of New York Mellon
New York
|
+$37.3M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$28.8M |
| 4 |
Goldman Sachs
New York
|
+$18.1M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$149M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$34.2M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$31.4M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$23.1M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
276
Pure Financial Advisors
San Diego,
California
| – | -$207K | -8,104 | Closed |
|
|
PG
277
PEAK6 Group
Chicago,
Illinois
| – | -$114K | -4,700 | Closed |
|
|
SFSIG
278
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$51K | -2,000 | Closed |
|
279
Group One Trading
Chicago,
Illinois
| – | -$25.1K | -1,032 | Closed |
|
|
CB
280
Chemical Bank
Detroit,
Michigan
| – | -$2.33M | -747 | Closed |
|
281
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -403 | Closed |
|
|
HNB
282
Huntington National Bank
Columbus,
Ohio
| – | -$10K | -395 | Closed |
|
|
FANJ
283
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -216 | Closed |
|
284
Axa
Paris,
France
| – | -$5K | -199 | Closed |
|
UDR Hedge Fund Activity: Q3 2013 in Review
265 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2013, worth a combined $5.64B — down 7.6% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UDR positions and 19 closed out — a net gain of 6 holders — while 87 added to existing stakes and 96 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $72M. The largest seller was Deutsche Bank, cutting an estimated $149M.
- 265 institutional investors held UDR (UDR) as of Q3 2013, up from 261 in Q2 2013.
- Funds reported $5.64B of UDR stock for Q3 2013, down 7.6% quarter-over-quarter.
- 25 funds opened new UDR positions in Q3 2013 and 19 closed out, a net change of +6 holders.
- The largest UDR buyer in Q3 2013 was Cohen & Steers, an estimated $72M added.
- The largest UDR seller in Q3 2013 was Deutsche Bank, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2013.