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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Parallel Advisors
California
$51K +$53.8K +1,189 +531%
AIM
327
AIA Investment Management
Singapore
$50K
QCG
328
Quadrant Capital Group
Ohio
$49K -$21.5K -476 -27%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$49K
CIA
330
CSat Investment Advisory
Michigan
$49K +$2.63K +58 +5%
CG
331
Cutler Group
California
$47K
S
332
SignatureFD
Georgia
$45K -$24.8K -548 -31%
FHA
333
First Horizon Advisors
Tennessee
$40K +$19K +419 +61%
PI
334
PineBridge Investments
New York
$36K -$19.5K -430 -30%
TRCT
335
Tower Research Capital (TRC)
New York
$36K +$1.72K +38 +4%
GT
336
Glenmede Trust
Pennsylvania
$30K
CFB
337
Cullen/Frost Bankers
Texas
$29K
Marshall Wace
338
Marshall Wace
United Kingdom
$28K -$3.21M -70,884 -99%
MCA
339
Mercer Capital Advisers
New Jersey
$28K -$4.53K -100 -12%
CMA
340
Cedar Mountain Advisors
Oregon
$26K
BBHC
341
Brown Brothers Harriman & Co
New York
$26K +$769 +17 +2%
GWM
342
Geneos Wealth Management
Colorado
$25K
MRCM
343
M&R Capital Management
New Jersey
$25K
MI
344
Markston International
New York
$24K
ANBT
345
American National Bank & Trust
Texas
$23K -$47.6K -1,051 -62%
AAP
346
Arax Advisory Partners
Colorado
$19K +$23.8K +525 New
APW
347
Acima Private Wealth
Virginia
$17K
CAW
348
Cornerstone Advisors (Washington)
Washington
$16K -$13.2K -291 -40%
TPCW
349
TD Private Client Wealth
New York
$15.5K +$815 +18 +4%
First Manhattan
350
First Manhattan
New York
$14K

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.