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360 hedge funds and large institutions have $9.93B invested in UDR in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

39,400% more call options, than puts

Call options by funds: $395K | Put options by funds: $1K

68% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 93

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 361360 (-1)

0.96% less ownership

Funds ownership: 98.63%97.67% (-0.96%)

3% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$339M)

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
156
Reduced
93
Closed
26
Calls
$395K
Puts
$1K
Net Calls
+$394K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
326
Glenmede Trust
Pennsylvania
$25K
GLI
327
Guardian Life Insurance
New York
$24K +$1.2K +31 +5%
Truist Financial
328
Truist Financial
North Carolina
$23K
BWA
329
Burt Wealth Advisors
Maryland
$22K -$22K -568 Closed
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$21K +$8.38K +216 +65%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$17K +$775 +20 +5%
GT
332
Greenleaf Trust
Michigan
$16K +$16.5K +426 New
TRCT
333
Tower Research Capital (TRC)
New York
$14K -$58.9K -1,518 -81%
CCMW
334
Cypress Capital Management (Wyoming)
Wyoming
$14K
GAM
335
Gemmer Asset Management
California
$13K
GWS
336
Glassman Wealth Services
Virginia
$13K
MMG
337
Monetary Management Group
Missouri
$13K
GEA
338
Glen Eagle Advisors
New Jersey
$12.7K +$2.87K +74 +29%
MAM
339
Meeder Asset Management
Ohio
$12K -$504 -13 -4%
PHK
340
Point72 Hong Kong
Hong Kong
$12K +$12.7K +327 New
PCP
341
Proficio Capital Partners
Massachusetts
$11K
PA
342
Parallel Advisors
California
$9K
RFM
343
Royal Fund Management
Florida
$9K
TDC
344
Thompson Davis & Co
Virginia
$9K
BCM
345
Blume Capital Management
California
$8K
VNA
346
Valley National Advisers
Pennsylvania
$8K
ZB
347
Zions Bancorporation
Utah
$6K +$3.14K +81 +101%
QCG
348
Quadrant Capital Group
Ohio
$5K
IA
349
IFP Advisors
Florida
$4K -$18.1K -466 -81%
CAW
350
Cornerstone Advisors (Washington)
Washington
$4K

UDR Hedge Fund Activity: Q3 2017 in Review

360 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2017, worth a combined $9.93B — down 3.3% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 26 closed out — a net gain of 4 holders — while 156 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $208M.

  • 360 institutional investors held UDR (UDR) as of Q3 2017, down from 361 in Q2 2017.
  • Funds reported $9.93B of UDR stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2017 and 26 closed out, a net change of +4 holders.
  • The largest UDR buyer in Q3 2017 was Morgan Stanley, an estimated $60.3M added.
  • The largest UDR seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2017.