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437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
LS
351
Livforsakringsbolaget Skandia
Sweden
$121K
TCM
352
Tradewinds Capital Management
Washington
$118K
ACA
353
Atlas Capital Advisors
Wyoming
$115K
Robeco Institutional Asset Management
354
Robeco Institutional Asset Management
Netherlands
$107K +$100K +2,429 New
CA
355
Clearstead Advisors
Ohio
$104K
EI
356
Ellevest Inc
New York
$99K -$13.2K -318 -12%
IAIM
357
International Assets Investment Management
Florida
$96K +$39.2K +948 +67%
SSB
358
Sandy Spring Bank
Maryland
$94K -$24.8K -600 -22%
ASBI
359
American State Bank (Iowa)
Iowa
$87.7K
CI
360
Clal Insurance
Israel
$82K +$77.6K +1,877 New
TPCW
361
TD Private Client Wealth
New York
$80.1K +$3.6K +87 +5%
Bessemer Group
362
Bessemer Group
New Jersey
$77K +$66.8K +1,614 +1,137%
SFSIG
363
San Francisco Sentry Investment Group
California
$68K -$18.6K -450 -23%
HDIM
364
Hanson & Doremus Investment Management
Vermont
$67K
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$63K +$16.5K +399 +37%
CIA
366
CSat Investment Advisory
Michigan
$60K -$372 -9 -0.7%
WTC
367
WhitTier Trust Company
Nevada
$59K
PA
368
Parallel Advisors
California
$57K +$48.7K +1,177 +973%
DSC
369
Duncker Streett & Co
Missouri
$56K
GWM
370
Geneos Wealth Management
Colorado
$53K -$83 -2 -0.2%
FHA
371
First Horizon Advisors
Tennessee
$50K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$49K
BCA
373
Berman Capital Advisors
Georgia
$40K +$34K +822 +727%
SFS
374
Sowell Financial Services
Arkansas
$36K +$26.2K +634 +423%
CFB
375
Cullen/Frost Bankers
Texas
$35K -$889K -21,500 -96%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.