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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
326
Monetary Management Group
Missouri
$12K
PCP
327
Proficio Capital Partners
Massachusetts
$10K
GAM
328
Gemmer Asset Management
California
$10K +$4.15K +121 +73%
GEA
329
Glen Eagle Advisors
New Jersey
$9.45K +$8.87K +259 New
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
RFM
331
Royal Fund Management
Florida
$9K +$8.5K +248 New
BCM
332
Blume Capital Management
California
$8K
VNA
333
Valley National Advisers
Pennsylvania
$8K +$7.4K +216 New
EARNEST Partners
334
EARNEST Partners
Georgia
$5K +$4.39K +128 New
QCG
335
Quadrant Capital Group
Ohio
$4K -$308 -9 -4%
PFS
336
Physicians Financial Services
North Carolina
$4K
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$4K +$994 +29 +31%
IA
338
IFP Advisors
Florida
$4K +$3.7K +108 New
GBT
339
Grove Bank & Trust
Florida
$4K +$4.11K +120 New
CAW
340
Cornerstone Advisors (Washington)
Washington
$3K -$1.99K -58 -38%
ZB
341
Zions Bancorporation
Utah
$2K
AAP
342
Arax Advisory Partners
Colorado
$2K +$1.44K +42 New
PA
343
Parallel Advisors
California
$1K +$514 +15 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$1K +$1.06K +31 New
LS
345
Livforsakringsbolaget Skandia
Sweden
$681 +$242K +7,065 +61%
SLF
346
Sun Life Financial
Ontario, Canada
$143 +$171 +5 New
ED
347
Exane Derivatives
France
$36
MTB
348
Mizuho Trust & Banking
Japan
-$18.1M -502,531 Closed
WG
349
Winton Group
United Kingdom
-$7.64M -212,390 Closed
Capital Fund Management (CFM)
350
Capital Fund Management (CFM)
France
-$6.79M -188,754 Closed

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.