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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$202K +$203K +4,509 New
EMG
327
ETF Managers Group
New Jersey
$189K +$191K +4,244 New
AG
328
Advisor Group
Arizona
$179K +$2.03K +45 +1%
AssetMark Inc
329
AssetMark Inc
California
$177K +$177K +3,929 +19,645%
MERSOM
330
Municipal Employees' Retirement System of Michigan
Michigan
$171K +$5.4K +120 +3%
LS
331
Livforsakringsbolaget Skandia
Sweden
$165K +$58.5K +1,300 +55%
ASN
332
Advisory Services Network
Georgia
$161K +$20.7K +459 +15%
LTFS
333
Ladenburg Thalmann Financial Services
Florida
$155K +$3.42K +76 +2%
TCM
334
Tradewinds Capital Management
Washington
$133K
Federated Hermes
335
Federated Hermes
Pennsylvania
$130K -$4.5K -100 -3%
THWM
336
Taylor Hoffman Wealth Management
Virginia
$127K -$45K -1,000 -26%
DSC
337
Duncker Streett & Co
Missouri
$111K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$98K +$92.8K +2,060 +1,609%
NCM
339
Nelson Capital Management
California
$96K +$96.1K +2,135 New
SFSIG
340
San Francisco Sentry Investment Group
California
$93K
FL
341
Fort LP
Maryland
$87K -$34K -754 -28%
ANBT
342
American National Bank & Trust
Texas
$79K -$9.01K -200 -10%
HDIM
343
Hanson & Doremus Investment Management
Vermont
$79K
TAM
344
Tiverton Asset Management
Delaware
$78K
MCM
345
McMillion Capital Management
North Carolina
$66K +$66.1K +1,468 New
S
346
SignatureFD
Georgia
$64K +$8.11K +180 +14%
CIAS
347
Capital Investment Advisory Services
North Carolina
$63K
PI
348
PineBridge Investments
New York
$63K
Capstone Investment Advisors
349
Capstone Investment Advisors
New York
$61K +$61.2K +1,360 New
QCG
350
Quadrant Capital Group
Ohio
$50K +$37.8K +839 +253%

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.