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383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67%97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
326
Tiverton Asset Management
Delaware
$95K +$95.6K +2,459 New
NCM
327
Nelson Capital Management
California
$86K
IA
328
IFP Advisors
Florida
$80K +$76.1K +1,957 +1,812%
APA
329
American Portfolios Advisors
New York
$77K +$77.8K +2,000 New
SFSIG
330
San Francisco Sentry Investment Group
California
$77K
AOWM
331
Alpha Omega Wealth Management
Virginia
$64K
II
332
Inspire Investing
Idaho
$61K +$61.4K +1,578 New
GWM
333
Geneos Wealth Management
Colorado
$56K +$8.4K +216 +17%
TFA
334
Toth Financial Advisory
Virginia
$50K +$50.4K +1,296 New
RFC
335
Regions Financial Corp
Alabama
$46K +$46.7K +1,200 New
First Manhattan
336
First Manhattan
New York
$45K
CP
337
Corbenic Partners
Pennsylvania
$42K
AIL
338
AGF Investments LLC
Ontario, Canada
$38K -$5.4K -139 -12%
HFM
339
Harvest Fund Management
China
$35K
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$35K +$933 +24 +3%
GLI
341
Guardian Life Insurance
New York
$34K +$9.33K +240 +38%
MCA
342
Mercer Capital Advisers
New Jersey
$33K
AssetMark Inc
343
AssetMark Inc
California
$31K +$30K +771 +3,505%
MRCM
344
M&R Capital Management
New Jersey
$26K
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$26K +$5.37K +138 +25%
GT
346
Glenmede Trust
Pennsylvania
$24K -$1.36K -35 -5%
SLF
347
Sun Life Financial
Ontario, Canada
$23K -$53.8K -1,383 -70%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$19K +$2.22K +57 +13%
PWM
349
Paulson Wealth Management
Illinois
$19K +$19K +488 New
GT
350
Greenleaf Trust
Michigan
$16K

UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.