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UDR
UDR

Overview Fund Activity

446 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
150
Reduced
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
NC
4
Nekton Capital
United Kingdom
$35.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$227K -$44.5K -1,248 -16%
ACP
327
Arcus Capital Partners
Georgia
$226K +$226K +6,346 New
EBA
328
Eagle Bay Advisors
New York
$225K +$62.5K +1,752 +38%
ETC
329
Exchange Traded Concepts
Oklahoma
$225K +$10.7K +299 +5%
Wolverine Trading
330
Wolverine Trading
Illinois
$224K -$452K -12,682 -67%
TIAA Trust, National Association
331
TIAA Trust, National Association
North Carolina
$215K +$215K +6,036 New
BOM
332
Bank of Marin
California
$214K – – –
ACA
333
Aptus Capital Advisors
Alabama
$212K -$35.6K -998 -14%
Corient Private Wealth
334
Corient Private Wealth
Florida
$210K -$44.5K -1,248 -18%
PSF
335
Pacific Sun Financial
California
$208K +$208K +5,826 New
GLLW
336
Graves Light Lenhart Wealth
Virginia
$206K -$21.1K -589 -9%
DS
337
DRW Securities
Illinois
$206K +$206K +5,774 New
RJFSA
338
Raymond James Financial Services Advisors
Florida
$202K +$9.7K +272 +5%
BFG
339
Bleakley Financial Group
New Jersey
$202K -$28.5K -800 -12%
SS
340
Simplicity Solutions
Minnesota
$202K -$27.1K -761 -12%
TTWM
341
TCV Trust & Wealth Management
Virginia
$200K +$200K +5,615 New
SPIA
342
Steward Partners Investment Advisory
New York
$195K -$5.35K -150 -3%
VSQM
343
V-Square Quantitative Management
Illinois
$179K +$179K +5,032 New
MAM
344
Meeder Asset Management
Ohio
$179K – – –
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$176K +$2.64K +74 +2%
BCV
346
Banque Cantonale Vaudoise
Switzerland
$175K – – –
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$175K +$143 +4 +0.1%
Federated Hermes
348
Federated Hermes
Pennsylvania
$162K -$321 -9 -0.2%
HI
349
Horizon Investments
North Carolina
$160K +$1.94K +55 +1%
SOW
350
State of Wyoming
Wyoming
$160K +$160K +4,473 New
12 13
14
15 16