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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
276
Caprock Group
Idaho
$314K +$93.1K +2,056 +31%
AP
277
Advisor Partners
California
$304K +$128K +2,821 +51%
CIM
278
Contravisory Investment Management
Massachusetts
$293K +$22.1K +489 +6%
CI
279
Cigna Investments
Connecticut
$291K -$1.21M -26,630 -77%
CM
280
Capital Management
Virginia
$274K
BCM
281
Bayesian Capital Management
New York
$269K +$333K +7,351 New
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$266K -$481K -10,618 -59%
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$266K +$4.03K +89 +1%
KA
284
Kintegral Advisory
New York
$266K +$36.8K +813 +13%
Axa
285
Axa
France
$265K -$12.3K -272 -4%
PAM
286
Panagora Asset Management
Massachusetts
$261K -$222K -4,909 -41%
KeyBank National Association
287
KeyBank National Association
Ohio
$256K +$634 +14 +0.2%
PIA
288
Piedmont Investment Advisors
North Carolina
$256K +$10.3K +227 +3%
IRF
289
IBM Retirement Fund
New York
$253K +$119K +2,634 +61%
KS
290
Karpas Strategies
Connecticut
$244K
Baird Financial Group
291
Baird Financial Group
Wisconsin
$238K -$43K -950 -13%
EMG
292
ETF Managers Group
New Jersey
$238K +$29.1K +644 +11%
US Bancorp
293
US Bancorp
Minnesota
$227K -$53K -1,171 -16%
LIM
294
Leavell Investment Management
Alabama
$227K
BOM
295
Bank of Marin
California
$219K
CAN
296
Cetera Advisor Networks
California
$212K -$64K -1,414 -20%
PCM
297
Penserra Capital Management
California
$212K +$76K +1,680 +43%
AIS
298
American Investment Services
Massachusetts
$208K
WMG
299
WESCAP Management Group
California
$202K
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$201K +$9.64K +213 +4%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.