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383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67%97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Cutler Group
California
$16K +$16.6K +428 New
CCMW
352
Cypress Capital Management (Wyoming)
Wyoming
$15K
GAM
353
Gemmer Asset Management
California
$13K
GWS
354
Glassman Wealth Services
Virginia
$13K
MMG
355
Monetary Management Group
Missouri
$13K
MAM
356
Meeder Asset Management
Ohio
$12K
PCP
357
Proficio Capital Partners
Massachusetts
$11K -$428 -11 -4%
KA
358
Kaizen Advisory
Illinois
$10K +$10.5K +269 New
STA
359
Summit Trail Advisors
New York
$10K +$11K +283 New
PA
360
Parallel Advisors
California
$9K
RFM
361
Royal Fund Management
Florida
$9K
GEA
362
Glen Eagle Advisors
New Jersey
$8.32K -$4.55K -117 -35%
BCM
363
Blume Capital Management
California
$8K
VNA
364
Valley National Advisers
Pennsylvania
$8K
ZB
365
Zions Bancorporation
Utah
$8K +$1.4K +36 +22%
TG
366
TLP Group
Illinois
$6K -$83.6K -2,149 -93%
ST
367
Smithfield Trust
Pennsylvania
$6K +$6.61K +170 New
QCG
368
Quadrant Capital Group
Ohio
$5K
EARNEST Partners
369
EARNEST Partners
Georgia
$5K +$4.98K +128 New
CAW
370
Cornerstone Advisors (Washington)
Washington
$4K
IWM
371
IHT Wealth Management
Illinois
$4K
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$4K +$3.73K +96 New
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$3K
LFA
374
Legacy Financial Advisors
Kentucky
$3K +$3.97K +102 New
PFBT
375
Parkside Financial Bank & Trust
Missouri
$2K -$661 -17 -26%

UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.