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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$14K +$4.62K +102 +31%
PO
352
Private Ocean
California
$10K
FQ
353
First Quadrant
California
$9K -$1.34M -29,649 -99%
RFM
354
Royal Fund Management
Florida
$9K
MWC
355
MBM Wealth Consultants
Missouri
$8K
VNA
356
Valley National Advisers
Pennsylvania
$8K
GEA
357
Glen Eagle Advisors
New Jersey
$7.89K
SWM
358
Selective Wealth Management
Virginia
$7K
TAIM
359
TD Ameritrade Investment Management
Nebraska
$7K +$1.95K +43 +28%
PWMG
360
Prestige Wealth Management Group
New Jersey
$7K +$9.05K +200 New
SLF
361
Sun Life Financial
Ontario, Canada
$6K +$226 +5 +3%
LC
362
Lindbrook Capital
California
$6K +$7.33K +162 +1,350%
Twin Tree Management
363
Twin Tree Management
Texas
$5K -$43.5K -962 -88%
SFS
364
Sowell Financial Services
Arkansas
$5K -$9.05K -200 -57%
EARNEST Partners
365
EARNEST Partners
Georgia
$5K
FHA
366
Flagship Harbor Advisors
Massachusetts
$5K
GAM
367
Gemmer Asset Management
California
$5K
AF
368
Allworth Financial
California
$5K +$45 +1 +0.8%
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$5K +$362 +8 +6%
NFG
370
Next Financial Group
Texas
$5K +$407 +9 +6%
PW
371
Price Wealth
Texas
$5K +$4.39K +97 +346%
IA
372
IndexIQ Advisors
New York
$4K
EI
373
Ellevest Inc
New York
$4K +$4.8K +106 New
GWS
374
Glassman Wealth Services
Virginia
$3K -$12K -265 -75%
ZB
375
Zions Bancorporation
Utah
$3K -$2.81K -62 -44%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.