We are live on ! Find out more

501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
326
KeyBank National Association
Ohio
$408K +$908 +16 +0.2%
CPC
327
Cookson Peirce & Co
Pennsylvania
$397K +$79.2K +1,396 +25%
TC
328
Toews Corporation
New Jersey
$396K +$392K +6,900 New
ACM
329
Ashford Capital Management
Delaware
$391K -$5.68K -100 -1%
KFA
330
Krane Funds Advisors
New York
$390K +$24.2K +427 +7%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$385K -$40.1K -706 -10%
LNWWM
332
Laird Norton Wetherby Wealth Management
California
$375K +$5.96K +105 +2%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$375K +$12.4K +218 +3%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$374K +$13.5K +237 +4%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$370K -$3.41K -60 -0.9%
PP
336
Prudential plc
United Kingdom
$369K +$366K +6,440 New
VFP
337
Verus Financial Partners
Virginia
$366K +$37.1K +653 +11%
GLLW
338
Graves Light Lenhart Wealth
Virginia
$364K
SCA
339
Snowden Capital Advisors
New York
$357K +$354K +6,234 New
CAN
340
Cetera Advisor Networks
California
$355K +$2.04K +36 +0.6%
FTDI
341
First Trust Direct Indexing
Massachusetts
$350K +$42.6K +751 +14%
RG
342
Renaissance Group
Kentucky
$346K
BMCM
343
Burns Matteson Capital Management
New York
$345K +$2.16K +38 +0.6%
BOM
344
Bank of Marin
California
$344K
KIA
345
KCM Investment Advisors
California
$344K
KS
346
Karpas Strategies
Connecticut
$342K -$29.8K -525 -8%
MYLI
347
Meiji Yasuda Life Insurance
Japan
$341K +$338K +5,952 New
US Bancorp
348
US Bancorp
Minnesota
$340K -$12.7K -224 -4%
VF
349
Virtu Financial
New York
$334K -$132K -2,331 -29%
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$334K

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.