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437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
326
Candriam SCA
Luxembourg
$240K
SWM
327
Spire Wealth Management
Virginia
$238K +$225K +5,429 New
LPT
328
Legacy Private Trust
Wisconsin
$237K -$89.4K -2,161 -29%
BFM
329
Boothbay Fund Management
New York
$231K -$1.78M -43,122 -89%
CS
330
Capital Square
Tennessee
$231K -$10.8K -260 -5%
TBA
331
Tower Bridge Advisors
Pennsylvania
$228K +$215K +5,200 New
VFP
332
Verus Financial Partners
Virginia
$226K +$210K +5,076 New
LIM
333
Leavell Investment Management
Alabama
$225K +$212K +5,132 New
AC
334
Athanor Capital
New York
$213K -$305K -7,365 -60%
IA
335
IndexIQ Advisors
New York
$205K +$24.1K +583 +14%
FHB
336
First Hawaiian Bank
Hawaii
$204K -$88.2K -2,132 -32%
PHK
337
Point72 Hong Kong
Hong Kong
$196K +$184K +4,459 New
US Bancorp
338
US Bancorp
Minnesota
$193K +$29.2K +705 +19%
IFAM
339
Institutional & Family Asset Management
Colorado
$192K +$181K +4,378 New
AIP
340
Ameritas Investment Partners
Nebraska
$188K
EVM
341
Eaton Vance Management
Massachusetts
$180K +$169K +4,098 New
ARMT
342
Amica Retiree Medical Trust
Rhode Island
$174K -$46K -1,113 -22%
WT
343
Washington Trust
Rhode Island
$142K
AF
344
Allworth Financial
California
$141K +$107K +2,593 +416%
SIM
345
Sentry Investment Management
Wisconsin
$136K +$128K +3,096 New
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$135K -$1.53K -37 -1%
QCG
347
Quadrant Capital Group
Ohio
$126K +$15.8K +381 +15%
AIC
348
Ameritas Investment Company
Nebraska
$126K +$118K +2,862 New
WT
349
Whittier Trust
California
$125K
IA
350
IFP Advisors
Florida
$122K +$8.23K +199 +8%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.