UDR
316 hedge funds and large institutions have $7.6B invested in UDR in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 22 closing their positions.
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
13% more capital invested
Capital invested by funds: $6.75B → $7.6B (+$850M)
5% more funds holding
Funds holding: 302 → 316 (+14)
1% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 107
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.84% less ownership
Funds ownership: 98.51% → 96.67% (-1.8%)
35% less call options, than puts
Call options by funds: $182K | Put options by funds: $278K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.5M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$24.4M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$23.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$39.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$33.1M |
| 3 |
O
OppenheimerFunds
New York
|
-$30M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$25M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$23.8M |
UDR Hedge Fund Activity: Q4 2014 in Review
316 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2014, worth a combined $7.6B — up 13% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new UDR positions and 22 closed out — a net gain of 17 holders — while 108 added to existing stakes and 107 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $45.8M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $39.8M.
- 316 institutional investors held UDR (UDR) as of Q4 2014, up from 302 in Q3 2014.
- Funds reported $7.6B of UDR stock for Q4 2014, up 13% quarter-over-quarter.
- 39 funds opened new UDR positions in Q4 2014 and 22 closed out, a net change of +17 holders.
- The largest UDR buyer in Q4 2014 was Fidelity Investments, an estimated $45.8M added.
- The largest UDR seller in Q4 2014 was CBRE Investment Management Listed Real Assets, an estimated $39.8M sold.
Based on aggregated 13F filings for Q4 2014.