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311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
276
PEAK6 Group
Illinois
$78K +$52.7K +1,602 +230%
NIMI
277
Natixis Investment Managers International
France
$77K +$34.8K +1,058 +87%
Creative Planning
278
Creative Planning
Kansas
$69K
CCS
279
Crosspoint Capital Strategies
California
$58K
MCA
280
Mercer Capital Advisers
New Jersey
$58K
ICOM
281
Investment Counselors of Maryland
Maryland
$55K
HI
282
Hudock Inc
Pennsylvania
$47K
BWFA
283
Baltimore-Washington Financial Advisors
Maryland
$37K
AW
284
Alpha Windward
Massachusetts
$33K
CYG
285
Clean Yield Group
Vermont
$33K +$32K +972 New
FHA
286
First Horizon Advisors
Tennessee
$32K
WT
287
Whittier Trust
California
$31K
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$30K -$5.66K -172 -16%
Simplex Trading
289
Simplex Trading
Illinois
$26K +$25.7K +782 New
Lazard Asset Management
290
Lazard Asset Management
New York
$23K -$231K -7,015 -91%
JIC
291
Joel Isaacson & Co
New York
$23K +$8.94K +272 +68%
GT
292
Glenmede Trust
Pennsylvania
$22K
BWA
293
Burt Wealth Advisors
Maryland
$19K
CFA
294
CT Financial Advisors
Pennsylvania
$18.4K
HPBT
295
High Point Bank & Trust
North Carolina
$17K
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$16K +$15.2K +461 New
BC
297
Bartlett & Co
Ohio
$15K
TDC
298
Thompson Davis & Co
Virginia
$13K +$822 +25 +7%
CCMW
299
Cypress Capital Management (Wyoming)
Wyoming
$12.9K
W
300
Wealthfront
California
$12K +$11.7K +356 +7,120%

UDR Hedge Fund Activity: Q1 2015 in Review

311 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2015, worth a combined $8.7B — up 14% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UDR and 20 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was AMP Capital Investors, adding an estimated $171M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $97M.

  • 311 institutional investors held UDR (UDR) as of Q1 2015, down from 316 in Q4 2014.
  • Funds reported $8.7B of UDR stock for Q1 2015, up 14% quarter-over-quarter.
  • 20 funds opened new UDR positions in Q1 2015 and 23 closed out, a net change of -3 holders.
  • The largest UDR buyer in Q1 2015 was AMP Capital Investors, an estimated $171M added.
  • The largest UDR seller in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.