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322 hedge funds and large institutions have $8.23B invested in UDR in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,269% more call options, than puts

Call options by funds: $308K | Put options by funds: $13K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

4% more funds holding

Funds holding: 311322 (+11)

0.57% more ownership

Funds ownership: 98.84%99.41% (+0.57%)

5% less capital invested

Capital invested by funds: $8.7B → $8.23B (-$467M)

Holders
322
Holders Change
+11
Holders Change %
+3.54%
% of All Funds
8.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
35
Increased
120
Reduced
108
Closed
23
Calls
$308K
Puts
$13K
Net Calls
+$295K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
276
E. Ohman J:or Asset Management
Sweden
$170K
PAM
277
Panagora Asset Management
Massachusetts
$152K -$7.36K -224 -5%
OA
278
OFI Advisors
Pennsylvania
$150K +$14.2K +431 +10%
HDIM
279
Hanson & Doremus Investment Management
Vermont
$148K
LTFS
280
Ladenburg Thalmann Financial Services
Florida
$143K -$21.6K -657 -13%
JG
281
Jefferies Group
New York
$113K -$362K -11,016 -76%
NIMI
282
Natixis Investment Managers International
France
$111K +$39.7K +1,210 +53%
CCS
283
Crosspoint Capital Strategies
California
$109K +$55.9K +1,701 +100%
DSC
284
Duncker Streett & Co
Missouri
$102K
TCM
285
Tradewinds Capital Management
Washington
$95K
First Manhattan
286
First Manhattan
New York
$74K
Victory Capital Management
287
Victory Capital Management
Texas
$64K +$64.1K +1,951 New
MCA
288
Mercer Capital Advisers
New Jersey
$53K -$1.64K -50 -3%
PIA
289
Peachtree Investment Advisors
Georgia
$47K -$49.1K -1,495 -50%
PG
290
PEAK6 Group
Illinois
$47K -$27.6K -841 -37%
GWM
291
Gupta Wealth Management
California
$31K +$31.9K +970 New
WT
292
Whittier Trust
California
$29K
AW
293
Alpha Windward
Massachusetts
$28K -$2.37K -72 -8%
ICOM
294
Investment Counselors of Maryland
Maryland
$26K -$26.3K -800 -49%
W
295
Wealthfront
California
$26K +$14.8K +450 +125%
HI
296
Hudock Inc
Pennsylvania
$24K -$20.8K -632 -46%
JIC
297
Joel Isaacson & Co
New York
$22K
Lazard Asset Management
298
Lazard Asset Management
New York
$22K
GT
299
Glenmede Trust
Pennsylvania
$22K +$2.79K +85 +13%
VFA
300
Virtus Fund Advisers
Connecticut
$20K -$140K -4,266 -87%

UDR Hedge Fund Activity: Q2 2015 in Review

322 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2015, worth a combined $8.23B — down 5.4% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UDR positions and 23 closed out — a net gain of 12 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $184M.

  • 322 institutional investors held UDR (UDR) as of Q2 2015, up from 311 in Q1 2015.
  • Funds reported $8.23B of UDR stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new UDR positions in Q2 2015 and 23 closed out, a net change of +12 holders.
  • The largest UDR buyer in Q2 2015 was Cohen & Steers, an estimated $117M added.
  • The largest UDR seller in Q2 2015 was Invesco, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2015.