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337 hedge funds and large institutions have $9.72B invested in UDR in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,276% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $241K

0.08% more ownership

Funds ownership: 101.39%101.48% (+0.08%)

3% less capital invested

Capital invested by funds: $10B → $9.72B (-$276M)

3% less funds holding

Funds holding: 346337 (-9)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-9
Holders Change %
-2.6%
% of All Funds
8.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
30
Increased
111
Reduced
125
Closed
37
Calls
$5.73M
Puts
$241K
Net Calls
+$5.49M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
301
TIAA CREF Investment Management
New York
$24.1K +$5.46M +149,715 +29%
GT
302
Glenmede Trust
Pennsylvania
$24K
JIC
303
Joel Isaacson & Co
New York
$24K
Truist Financial
304
Truist Financial
North Carolina
$22K
BWA
305
Burt Wealth Advisors
Maryland
$20K
CFA
306
CT Financial Advisors
Pennsylvania
$19.4K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$19K -$13.4K -369 -42%
TDC
308
Thompson Davis & Co
Virginia
$19K
CG
309
Cutler Group
California
$18K -$16.9K -464 -48%
HPBT
310
High Point Bank & Trust
North Carolina
$17K
BC
311
Bartlett & Co
Ohio
$16K
PCM
312
Penserra Capital Management
California
$15K +$6.27K +172 +66%
S
313
SignatureFD
Georgia
$14K
JFA
314
JNBA Financial Advisors
Minnesota
$14K +$13.8K +380 New
CCMW
315
Cypress Capital Management (Wyoming)
Wyoming
$13.6K
HI
316
Hudock Inc
Pennsylvania
$13K
GWS
317
Glassman Wealth Services
Virginia
$12K
MMG
318
Monetary Management Group
Missouri
$12K
MFS
319
MSI Financial Services
Massachusetts
$12K +$36 +1 +0.3%
DADC
320
D.A. Davidson & Co
Montana
$11K +$11.8K +324 New
PCP
321
Proficio Capital Partners
Massachusetts
$10K
MA
322
MUFG Americas
New York
$9K +$8.75K +240 New
BCM
323
Blume Capital Management
California
$8K
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
VOYA Investment Management
325
VOYA Investment Management
Georgia
$6.63K +$44.4K +1,217 +0.7%

UDR Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2016, worth a combined $9.72B — down 2.8% from $10B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UDR and 30 opened new positions — a net loss of 7 holders — while 125 trimmed existing stakes and 111 added.

The largest buyer was Bank of New York Mellon, adding an estimated $92.5M. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 337 institutional investors held UDR (UDR) as of Q3 2016, down from 346 in Q2 2016.
  • Funds reported $9.72B of UDR stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2016 and 37 closed out, a net change of -7 holders.
  • The largest UDR buyer in Q3 2016 was Bank of New York Mellon, an estimated $92.5M added.
  • The largest UDR seller in Q3 2016 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.