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360 hedge funds and large institutions have $9.93B invested in UDR in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

39,400% more call options, than puts

Call options by funds: $395K | Put options by funds: $1K

68% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 93

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 361360 (-1)

0.96% less ownership

Funds ownership: 98.63%97.67% (-0.96%)

3% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$339M)

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
156
Reduced
93
Closed
26
Calls
$395K
Puts
$1K
Net Calls
+$394K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
301
Advisor Group
Arizona
$173K +$29.5K +762 +20%
Victory Capital Management
302
Victory Capital Management
Texas
$168K -$7.44K -192 -4%
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$167K +$4.11K +106 +2%
ANBT
304
American National Bank & Trust
Texas
$156K +$155K +3,997 New
RIM
305
Rampart Investment Management
Connecticut
$141K +$24.4K +630 +20%
DZ Bank
306
DZ Bank
Germany
$127K
TCM
307
Tradewinds Capital Management
Washington
$113K
Bessemer Group
308
Bessemer Group
New Jersey
$97K
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$96K -$1.4M -36,158 -93%
DSC
310
Duncker Streett & Co
Missouri
$94K
TG
311
TLP Group
Illinois
$88K +$89.4K +2,305 New
NCM
312
Nelson Capital Management
California
$85K
SFSIG
313
San Francisco Sentry Investment Group
California
$76K
SLF
314
Sun Life Financial
Ontario, Canada
$75K +$155 +4 +0.2%
CCS
315
Crosspoint Capital Strategies
California
$65K
AOWM
316
Alpha Omega Wealth Management
Virginia
$63K
GWM
317
Geneos Wealth Management
Colorado
$47K
CHC
318
City Holding Co
West Virginia
$46K
First Manhattan
319
First Manhattan
New York
$44K
AIL
320
AGF Investments LLC
Ontario, Canada
$43K -$775 -20 -2%
CP
321
Corbenic Partners
Pennsylvania
$41K
HFM
322
Harvest Fund Management
China
$34K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$34K +$34.4K +887 New
MCA
324
Mercer Capital Advisers
New Jersey
$33K
MRCM
325
M&R Capital Management
New Jersey
$26K

UDR Hedge Fund Activity: Q3 2017 in Review

360 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2017, worth a combined $9.93B — down 3.3% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 26 closed out — a net gain of 4 holders — while 156 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $208M.

  • 360 institutional investors held UDR (UDR) as of Q3 2017, down from 361 in Q2 2017.
  • Funds reported $9.93B of UDR stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2017 and 26 closed out, a net change of +4 holders.
  • The largest UDR buyer in Q3 2017 was Morgan Stanley, an estimated $60.3M added.
  • The largest UDR seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2017.