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343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76%99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
326
Thompson Davis & Co
Virginia
$10K
CG
327
Cutler Group
California
$10K +$7.55K +211 +325%
EFSCE
328
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
BCM
329
Blume Capital Management
California
$8K
MFS
330
MSI Financial Services
Massachusetts
$8K
WA
331
Winfield Associates
Ohio
$7K +$6.08K +170 New
GAM
332
Gemmer Asset Management
California
$6K -$715 -20 -11%
CAW
333
Cornerstone Advisors (Washington)
Washington
$6K
S
334
SignatureFD
Georgia
$5K +$1.36K +38 +43%
QCG
335
Quadrant Capital Group
Ohio
$5K +$2.58K +72 +51%
AAM
336
Advisors Asset Management
Colorado
$4K -$245K -6,841 -99%
PHK
337
Point72 Hong Kong
Hong Kong
$4K -$21.5K -600 -86%
Group One Trading
338
Group One Trading
Illinois
$4K
PFS
339
Physicians Financial Services
North Carolina
$4K
ZB
340
Zions Bancorporation
Utah
$2K
MWP
341
MYCIO Wealth Partners
Pennsylvania
$2K +$1.61K +45 New
TSU
342
TD Securities (USA)
New York
$2K +$2.15K +60 New
ED
343
Exane Derivatives
France
$39 +$36 +1 New
PCM
344
Penserra Capital Management
California
$6 +$6.19K +173 New
HRES
345
Heitman Real Estate Securities
Illinois
-$135M -3,585,972 Closed
O
346
OppenheimerFunds
New York
-$60M -1,597,284 Closed
CGM
347
Capital Growth Management
Massachusetts
-$15M -400,000 Closed
WG
348
Winton Group
United Kingdom
-$11.2M -298,621 Closed
DSA
349
Davis Selected Advisers
Arizona
-$9.93M -264,247 Closed
BREA
350
Barings Real Estate Advisers
Connecticut
-$7.45M -198,192 Closed

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.