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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$77K -$9.42K -275 -11%
CCS
302
Crosspoint Capital Strategies
California
$62K
AOWM
303
Alpha Omega Wealth Management
Virginia
$60K +$56.5K +1,650 New
MCA
304
Mercer Capital Advisers
New Jersey
$55K
GWM
305
Geneos Wealth Management
Colorado
$45K
AIL
306
AGF Investments LLC
Ontario, Canada
$45K +$42.1K +1,230 New
First Manhattan
307
First Manhattan
New York
$42K
AIM
308
Acrospire Investment Management
Illinois
$40K +$37.7K +1,100 New
CP
309
Corbenic Partners
Pennsylvania
$39K
AIM
310
Advantage Investment Management
Iowa
$39K +$5.41K +158 +17%
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$38K -$262K -7,648 -88%
GLI
312
Guardian Life Insurance
New York
$37K +$994 +29 +3%
GT
313
Glenmede Trust
Pennsylvania
$31K +$6.85K +200 +29%
CFA
314
CT Financial Advisors
Pennsylvania
$30.6K +$10.3K +300 +56%
Walleye Trading
315
Walleye Trading
New York
$27K +$25.3K +737 New
TDC
316
Thompson Davis & Co
Virginia
$24K +$4.28K +125 +24%
Truist Financial
317
Truist Financial
North Carolina
$22K
BWA
318
Burt Wealth Advisors
Maryland
$21K
PCM
319
Penserra Capital Management
California
$20K +$4.25K +124 +29%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$19K
HPBT
321
High Point Bank & Trust
North Carolina
$18K
BC
322
Bartlett & Co
Ohio
$16K
CCMW
323
Cypress Capital Management (Wyoming)
Wyoming
$13.7K
MFS
324
MSI Financial Services
Massachusetts
$13K
GWS
325
Glassman Wealth Services
Virginia
$12K

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.