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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$49K
CIA
352
CSat Investment Advisory
Michigan
$47K +$23.3K +518 +100%
HFM
353
Harvest Fund Management
China
$45K
PRC
354
Pearl River Capital
Michigan
$44K -$176K -3,902 -80%
PCG
355
Private Capital Group
Connecticut
$44K +$405 +9 +0.8%
MCA
356
Mercer Capital Advisers
New Jersey
$39K
TNBTD
357
Trustmark National Bank Trust Department
Mississippi
$39K
GLI
358
Guardian Life Insurance
New York
$36K
MRCM
359
M&R Capital Management
New Jersey
$31K
CAW
360
Cornerstone Advisors (Washington)
Washington
$31K +$5.09K +113 +20%
BBHC
361
Brown Brothers Harriman & Co
New York
$30K +$315 +7 +1%
MI
362
Markston International
New York
$29K
CBOA
363
Commonwealth Bank of Australia
Australia
$20K +$495 +11 +2%
AOWM
364
Alpha Omega Wealth Management
Virginia
$19K
RIA
365
Realta Investment Advisors
Delaware
$18K
First Manhattan
366
First Manhattan
New York
$17K -$34.6K -769 -66%
GWS
367
Glassman Wealth Services
Virginia
$15K
MMG
368
Monetary Management Group
Missouri
$15K
QCIG
369
Quad-Cities Investment Group
Iowa
$15K
BCA
370
Berman Capital Advisors
Georgia
$15K +$721 +16 +5%
PCP
371
Proficio Capital Partners
Massachusetts
$13K -$5.09K -113 -27%
PO
372
Private Ocean
California
$12K
RFM
373
Royal Fund Management
Florida
$11K
SLF
374
Sun Life Financial
Ontario, Canada
$10K -$11K -245 -52%
TAIM
375
TD Ameritrade Investment Management
Nebraska
$10K -$901 -20 -8%

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.