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UDR
UDR

Overview Fund Activity

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.

Holders
316
Holders Change
+14
Holders Change %
+4.64%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
108
Reduced
107
Closed
22
Calls
$182K
Puts
$278K
Net Calls
-$96K
Net Calls Change
-$151K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$69.9M
4
JHIU
4
Janus Henderson Investors US
Colorado
$36.4M
5
Northern Trust
5
Northern Trust
Illinois
$126M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$533M
2
Invesco
2
Invesco
Georgia
$402M
3
O
3
OppenheimerFunds
New York
$0
4
Norges Bank
4
Norges Bank
Norway
$37.8M
5
SAMC
5
Shinko Asset Management Company
Japan
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
276
Allianz Asset Management
Germany
$128K 4,135 -496 -11%
TCM
277
Tradewinds Capital Management
Washington
$121K 3,921 -1,182 -23%
US Bancorp
278
US Bancorp
Minnesota
$112K 3,613 +421 +13%
GH
279
GAM Holding
Switzerland
$106K 3,448 – –
First Manhattan
280
First Manhattan
New York
$72K 2,338 – –
Creative Planning
281
Creative Planning
Kansas
$62K 2,026 -233 -10%
CBOA
282
Commonwealth Bank of Australia
Australia
$59K 1,900 -18,600 -91%
CCS
283
Crosspoint Capital Strategies
California
$52K 1,701 – –
MCA
284
Mercer Capital Advisers
New Jersey
$52K 1,704 +1,704 New
ICOM
285
Investment Counselors of Maryland
Maryland
$50K 1,621 – –
HI
286
Hudock Inc
Pennsylvania
$43K 1,388 – –
NIMI
287
Natixis Investment Managers International
France
$37K 1,213 +1,213 New
BWFA
288
Baltimore-Washington Financial Advisors
Maryland
$33K 1,080 – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$32K 1,050 +1,050 New
GWA
290
Genesis Wealth Advisors
Massachusetts
$31.6K 1,000 +1,000 New
AW
291
Alpha Windward
Massachusetts
$29K 957 -97 -9%
FHA
292
First Horizon Advisors
Tennessee
$29K 929 – –
WT
293
Whittier Trust
California
$28K 907 – –
NPC
294
National Planning Corporation
California
$26K 810 +810 New
SSB
295
Sandy Spring Bank
Maryland
$23K 750 – –
PG
296
PEAK6 Group
Illinois
$21K 697 +697 New
GT
297
Glenmede Trust
Pennsylvania
$19K 648 – –
BWA
298
Burt Wealth Advisors
Maryland
$18K 568 +568 New
IRS
299
Invictus RG (Singapore)
Singapore
$17K 540 +540 New
PFG
300
Pacific Financial Group
Washington
$17K 540 +540 New
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12
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