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383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67%97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
301
Jane Street
New York
$223K +$225K +5,789 New
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$220K
SAM
303
Symphony Asset Management
California
$215K -$7.31K -188 -3%
FNBT
304
FineMark National Bank & Trust
Florida
$212K
VIA
305
Virtus Investment Advisers
Connecticut
$211K -$12.4K -320 -6%
Neuberger Berman Group
306
Neuberger Berman Group
New York
$211K +$213K +5,468 New
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$209K -$42K -1,080 -17%
US Bancorp
308
US Bancorp
Minnesota
$208K -$17K -438 -7%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$196K -$20.2K -519 -9%
AG
310
Advisor Group
Arizona
$189K +$13.3K +343 +8%
HDIM
311
Hanson & Doremus Investment Management
Vermont
$174K -$4.74K -122 -3%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$170K +$172K +4,414 New
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$169K +$170K +4,375 New
Victory Capital Management
314
Victory Capital Management
Texas
$163K -$7.23K -186 -4%
LTFS
315
Ladenburg Thalmann Financial Services
Florida
$163K -$5.68K -146 -3%
LS
316
Livforsakringsbolaget Skandia
Sweden
$157K -$38.9K -1,000 -20%
ANBT
317
American National Bank & Trust
Texas
$153K
THWM
318
Taylor Hoffman Wealth Management
Virginia
$148K +$149K +3,840 New
PHK
319
Point72 Hong Kong
Hong Kong
$138K +$127K +3,259 +997%
Envestnet Asset Management
320
Envestnet Asset Management
Illinois
$132K +$35.2K +906 +36%
DZ Bank
321
DZ Bank
Germany
$129K
RIM
322
Rampart Investment Management
Connecticut
$125K -$17.5K -450 -12%
TCM
323
Tradewinds Capital Management
Washington
$114K
DSC
324
Duncker Streett & Co
Missouri
$96K
ASN
325
Advisory Services Network
Georgia
$95K +$94.1K +2,420 +4,400%

UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.