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501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
351
Banque Cantonale Vaudoise
Switzerland
$333K
TBA
352
Tower Bridge Advisors
Pennsylvania
$333K +$34.1K +600 +12%
Creative Planning
353
Creative Planning
Kansas
$327K +$13.1K +231 +4%
EI
354
Ellevest Inc
New York
$321K +$43K +757 +16%
BL
355
Balentine LLC
Georgia
$321K +$317K +5,592 New
CI
356
Cigna Investments
Connecticut
$311K -$66.2K -1,167 -18%
TA
357
Tiedemann Advisors
New York
$310K
EVM
358
Eaton Vance Management
Massachusetts
$309K +$17.8K +313 +6%
AP
359
Advisor Partners
California
$306K -$8.51K -150 -3%
LIM
360
Longfellow Investment Management
Massachusetts
$306K
UCFA
361
United Capital Financial Advisors
Texas
$298K +$7.09K +125 +2%
IA
362
IndexIQ Advisors
New York
$298K +$13.7K +242 +5%
LIM
363
Leavell Investment Management
Alabama
$294K
IA
364
IFP Advisors
Florida
$294K +$426K +7,510 +16,689%
UB
365
UMB Bank
Missouri
$293K +$289K +5,100 New
TI
366
Tidal Investments
Wisconsin
$291K +$91.8K +1,617 +47%
RJFSA
367
Raymond James Financial Services Advisors
Florida
$289K +$7.27K +128 +3%
IRF
368
IBM Retirement Fund
New York
$281K
VI
369
Vestcor Inc
New Brunswick, Canada
$280K -$207K -3,641 -43%
CCP
370
Corient Capital Partners
California
$275K +$25.3K +445 +10%
MGP
371
Metis Global Partners
California
$271K +$267K +4,712 New
LCM
372
Laurion Capital Management
New York
$270K +$267K +4,700 New
BFM
373
Boston Financial Management
Massachusetts
$270K +$267K +4,701 New
NIM
374
NuWave Investment Management
New Jersey
$269K +$212K +3,738 +396%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$268K +$86.2K +1,518 +48%

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.