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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
326
Leavell Investment Management
Alabama
$252K +$41.3K +900 +18%
Wealthfront Advisers
327
Wealthfront Advisers
California
$251K -$18.4K -400 -6%
PA
328
Profund Advisors
Maryland
$250K -$30.3K -661 -10%
BOM
329
Bank of Marin
California
$250K
KIA
330
KCM Investment Advisors
California
$250K
CCP
331
Corient Capital Partners
California
$249K
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$247K +$55.6K +1,211 +26%
SHA
333
Seneca House Advisors
Virginia
$246K +$229 +5 +0.1%
CAN
334
Cetera Advisor Networks
California
$244K -$26.3K -574 -9%
SSG
335
Summit Securities Group
New York
$240K +$235K +5,122 +820%
SCA
336
Snowden Capital Advisors
New York
$238K -$27.1K -590 -9%
RG
337
Renaissance Group
Kentucky
$238K
CG
338
Colony Group
Massachusetts
$237K -$210K -4,571 -45%
EI
339
Ellevest Inc
New York
$237K +$5.64K +123 +2%
BFM
340
Boothbay Fund Management
New York
$234K +$257K +5,607 New
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$232K +$30.7K +668 +14%
API
342
Advisor Partners II
California
$231K +$254K +5,528 New
KS
343
Karpas Strategies
Connecticut
$228K -$22.9K -500 -8%
TBA
344
Tower Bridge Advisors
Pennsylvania
$225K -$18.4K -400 -7%
Susquehanna International Group
345
Susquehanna International Group
Pennsylvania
$223K -$1.63M -35,609 -87%
OPPTF
346
OPSEU Pension Plan Trust Fund
Ontario, Canada
$217K +$2.34K +51 +1%
SIM
347
Sandia Investment Management
Massachusetts
$209K -$229K -5,000 -50%
BCV
348
Banque Cantonale Vaudoise
Switzerland
$205K
NP
349
Ninepoint Partners
Ontario, Canada
$203K
WSTAM
350
Wilbanks Smith & Thomas Asset Management
Virginia
$202K +$222K +4,839 New

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.