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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
BWA
301
Burt Wealth Advisors
Maryland
$18K
CFA
302
CT Financial Advisors
Pennsylvania
$17.3K
HPBT
303
High Point Bank & Trust
North Carolina
$16K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$15K +$197 +6 +1%
BC
305
Bartlett & Co
Ohio
$14K
CCMW
306
Cypress Capital Management (Wyoming)
Wyoming
$12.1K
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K +$345K +10,515 +3%
MMG
308
Monetary Management Group
Missouri
$11K
EWM
309
Evercore Wealth Management
New York
$11K +$11.1K +339 New
CFSG
310
Community Financial Services Group
Vermont
$9K
WTB
311
Washington Trust Bank
Washington
$9K
TDC
312
Thompson Davis & Co
Virginia
$8K -$4.3K -131 -34%
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
BCM
314
Blume Capital Management
California
$7K
P
315
Palladiem
Pennsylvania
$7K +$7.06K +215 New
IMS
316
Index Management Solutions
Pennsylvania
$7K +$7.52K +229 New
N
317
Nuveen
North Carolina
$6.94K +$3.75M +114,306 +112%
FHA
318
First Horizon Advisors
Tennessee
$6K -$23.9K -728 -78%
GAM
319
Gemmer Asset Management
California
$6K +$6.08K +185 New
CAW
320
Cornerstone Advisors (Washington)
Washington
$5K
WCBA
321
Weaver C. Barksdale & Associates
Tennessee
$4K +$328 +10 +9%
GMIM
322
General Motors Investment Management
New York
-$5.37M -157,775 Closed
AL
323
AJO LP
Pennsylvania
-$4.41M -129,520 Closed
RJFSA
324
Raymond James Financial Services Advisors
Florida
-$1.18M -34,765 Closed
QIM
325
Quantitative Investment Management
Virginia
-$1.15M -33,800 Closed

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.