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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
301
Tidal Investments
Wisconsin
$333K +$84.4K +1,839 +30%
NW
302
Naviter Wealth
Arkansas
$330K +$363K +7,908 New
CWM
303
Chesapeake Wealth Management
Virginia
$322K -$16.1K -351 -4%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$317K -$21.5K -468 -6%
VI
305
Vestcor Inc
New Brunswick, Canada
$313K -$1.36M -29,665 -80%
CM
306
Capital Management
Virginia
$313K
KeyBank National Association
307
KeyBank National Association
Ohio
$309K -$3.99K -87 -1%
KA
308
Kintegral Advisory
New York
$307K
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$304K +$1.65K +36 +0.5%
PP
310
Prudential plc
United Kingdom
$302K +$37K +807 +13%
CCA
311
Checchi Capital Advisers
California
$298K +$1.65K +36 +0.5%
BCM
312
Bayesian Capital Management
New York
$292K -$49.6K -1,081 -13%
ACM
313
Ashford Capital Management
Delaware
$284K
IC
314
IEQ Capital
California
$282K -$423K -9,228 -58%
LIM
315
Longfellow Investment Management
Massachusetts
$279K
LNWWM
316
Laird Norton Wetherby Wealth Management
California
$279K +$9.54K +208 +3%
US Bancorp
317
US Bancorp
Minnesota
$278K -$826 -18 -0.3%
Creative Planning
318
Creative Planning
Kansas
$275K +$303K +6,605 New
FTDI
319
First Trust Direct Indexing
Massachusetts
$271K -$10.7K -233 -3%
GLLW
320
Graves Light Lenhart Wealth
Virginia
$265K
TMAM
321
Tokio Marine Asset Management
Japan
$264K +$58.2K +1,269 +25%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$260K -$82.8K -1,805 -23%
VFP
323
Verus Financial Partners
Virginia
$255K +$367 +8 +0.1%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$255K +$13K +284 +5%
RJFSA
325
Raymond James Financial Services Advisors
Florida
$253K +$41.8K +911 +18%

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.