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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Colony Group
Massachusetts
$271K
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$271K +$15.2K +338 +6%
Assenagon Asset Management
303
Assenagon Asset Management
Luxembourg
$268K +$268K +5,960 New
KRSITF
304
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$264K +$17.9K +397 +7%
AIS
305
American Investment Services
Massachusetts
$258K +$259K +5,757 New
FWCM
306
Ferguson Wellman Capital Management
Oregon
$257K -$13.1K -290 -5%
SSB
307
Sandy Spring Bank
Maryland
$255K
Franklin Resources
308
Franklin Resources
California
$253K +$11.1K +247 +5%
IMOV
309
Investment Management of Virginia
Virginia
$251K -$252K -5,592 -50%
CG
310
Caprock Group
Idaho
$246K -$104K -2,313 -30%
CA
311
Commerzbank Aktiengesellschaft
Germany
$242K -$1.71K -38 -0.7%
PIA
312
Piedmont Investment Advisors
North Carolina
$238K +$36.3K +805 +18%
William Blair & Company
313
William Blair & Company
Illinois
$232K +$233K +5,179 New
SLAM
314
Swiss Life Asset Management
$232K +$233K +5,169 New
V
315
Veritable
Delaware
$229K +$3.02K +67 +1%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$227K -$11.7K -259 -5%
QCMC
317
Quantum Capital Management (California)
California
$226K -$8.15K -181 -3%
Impax Asset Management Group
318
Impax Asset Management Group
United Kingdom
$224K +$225K +4,995 New
AIP
319
Ameritas Investment Partners
Nebraska
$212K
RMC
320
Regis Management Company
California
$210K -$211K -4,683 -50%
BFM
321
Boothbay Fund Management
New York
$210K -$52.1K -1,158 -20%
RG
322
Renaissance Group
Kentucky
$210K -$5.81K -129 -3%
MCM
323
MAI Capital Management
Ohio
$209K -$9.01K -200 -4%
PHK
324
Point72 Hong Kong
Hong Kong
$209K +$210K +4,661 New
WSTAM
325
Wilbanks Smith & Thomas Asset Management
Virginia
$204K

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.