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448 hedge funds and large institutions have $11.4B invested in UDR in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

2% more funds holding

Funds holding: 441448 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 165

2.26% less ownership

Funds ownership: 99.39%97.13% (-2.3%)

19% less capital invested

Capital invested by funds: $14.1B → $11.4B (-$2.64B)

69% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $4.43M

Holders
448
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
57
Increased
150
Reduced
165
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
351
State of Wyoming
Wyoming
$160K +$178K +4,473 New
Capstone Investment Advisors
352
Capstone Investment Advisors
New York
$136K +$152K +3,816 New
AIP
353
Ameritas Investment Partners
Nebraska
$134K
WBC
354
Westpac Banking Corp
Australia
$124K +$25K +628 +22%
BAMF
355
BI Asset Management Fondsmaeglerselskab
Denmark
$116K
WTA
356
Washington Trust Advisors
Massachusetts
$116K
Credit Agricole
357
Credit Agricole
France
$102K +$9.88K +248 +10%
QCG
358
Quadrant Capital Group
Ohio
$94.4K -$28K -703 -21%
ACA
359
Atlas Capital Advisors
Wyoming
$93.5K
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$93K +$1.48K +37 +1%
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
$87.1K -$234K -5,861 -71%
CT
362
Clearstead Trust
Maine
$84.8K
CA
363
Clearstead Advisors
Ohio
$84.8K +$94.7K +2,377 New
WT
364
Whittier Trust
California
$78K
DGAM
365
Desjardins Global Asset Management
Quebec, Canada
$77K -$93.2K -2,339 -52%
SSB
366
Sandy Spring Bank
Maryland
$76.7K
ASBI
367
American State Bank (Iowa)
Iowa
$71.3K
LFA
368
Legend Financial Advisors
Pennsylvania
$71.3K
SIM
369
Sentry Investment Management
Wisconsin
$63K -$9.25K -232 -12%
AF
370
Allworth Financial
California
$57.7K -$438 -11 -0.7%
T
371
TOBAM
France
$55K -$32.8K -824 -35%
C
372
Covestor
United Kingdom
$53K +$4.46K +112 +8%
HDIM
373
Hanson & Doremus Investment Management
Vermont
$43K
GRP
374
Global Retirement Partners
California
$43K -$558 -14 -1%
AA
375
Addison Advisors
Vermont
$40.3K +$5.42K +136 +14%