We are live on ! Find out more

391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$191K
ARMT
302
Amica Retiree Medical Trust
Rhode Island
$186K
H
303
Hexavest
Quebec, Canada
$186K +$70K +1,547 +44%
AIP
304
Ameritas Investment Partners
Nebraska
$173K
PRC
305
Pearl River Capital
Michigan
$157K -$356K -7,871 -65%
MERSOM
306
Municipal Employees' Retirement System of Michigan
Michigan
$152K
Bank Julius Baer & Co
307
Bank Julius Baer & Co
Switzerland
$142K +$176K +3,889 New
ASN
308
Advisory Services Network
Georgia
$135K +$3.62K +80 +2%
QCMC
309
Quantum Capital Management (California)
California
$133K -$7.79K -172 -5%
Federated Hermes
310
Federated Hermes
Pennsylvania
$126K -$123K -2,712 -44%
AS
311
Altshuler Shaham
Israel
$123K +$152K +3,353 New
OPS
312
Orion Portfolio Solutions
Nebraska
$111K +$73.1K +1,615 +114%
LS
313
Livforsakringsbolaget Skandia
Sweden
$101K
TCM
314
Tradewinds Capital Management
Washington
$99K -$12.2K -270 -9%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$95K -$67.3K -1,488 -37%
DSC
316
Duncker Streett & Co
Missouri
$91K
RIM
317
Rampart Investment Management
Connecticut
$90K -$773K -17,086 -87%
CA
318
Clearstead Advisors
Ohio
$87K +$108K +2,377 New
AssetMark Inc
319
AssetMark Inc
California
$77K -$221K -4,875 -70%
SFSIG
320
San Francisco Sentry Investment Group
California
$75K
PCG
321
Private Capital Group
Connecticut
$73K +$40.4K +893 +80%
II
322
Inspire Investing
Idaho
$70K +$87.2K +1,927 New
HDIM
323
Hanson & Doremus Investment Management
Vermont
$64K
MCM
324
McMillion Capital Management
North Carolina
$54K
HFM
325
Harvest Fund Management
China
$53K -$40.7K -900 -38%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.