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343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76%99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
301
Mercer Capital Advisers
New Jersey
$58K
GWM
302
Geneos Wealth Management
Colorado
$48K +$45.1K +1,260 New
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$43K -$15.6K -436 -28%
CP
304
Corbenic Partners
Pennsylvania
$42K
FNBT
305
FineMark National Bank & Trust
Florida
$42K
GWM
306
Gupta Wealth Management
California
$37K
CYG
307
Clean Yield Group
Vermont
$35K +$34.8K +972 New
AIM
308
Advantage Investment Management
Iowa
$32K
Axa
309
Axa
France
$32K +$7.69K +215 +34%
HI
310
Hudock Inc
Pennsylvania
$29K
GT
311
Glenmede Trust
Pennsylvania
$28K +$1.32K +37 +5%
EMG
312
ETF Managers Group
New Jersey
$28K +$27.6K +772 New
JIC
313
Joel Isaacson & Co
New York
$26K
Lazard Asset Management
314
Lazard Asset Management
New York
$26K
TAF
315
Tredje AP-fonden
Sweden
$25K +$24.7K +690 New
Truist Financial
316
Truist Financial
North Carolina
$23K
BWA
317
Burt Wealth Advisors
Maryland
$22K
CFA
318
CT Financial Advisors
Pennsylvania
$20.8K
HPBT
319
High Point Bank & Trust
North Carolina
$19K
BC
320
Bartlett & Co
Ohio
$17K
CCMW
321
Cypress Capital Management (Wyoming)
Wyoming
$14.6K
HW
322
Hancock Whitney
Mississippi
$14K +$13M +362,563 New
MMG
323
Monetary Management Group
Missouri
$13K
N
324
Nuveen
North Carolina
$12.9K -$8.95M -250,086 -43%
NCA
325
NCM Capital Advisers
North Carolina
$11K

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.