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UDR
UDR

Overview Fund Activity

446 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, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
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
164
Closed
46
Calls
$1.38M
Puts
$4.43M
Net Calls
-$3.05M
Net Calls Change
-$4.22M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$213M
2
Deutsche Bank
2
Deutsche Bank
Germany
$181M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$45.4M
4
NC
4
Nekton Capital
United Kingdom
$35.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.9M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$920M
2
Invesco
2
Invesco
Georgia
$315M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
351
Capstone Investment Advisors
New York
$136K +$136K +3,816 New
AIP
352
Ameritas Investment Partners
Nebraska
$134K – – –
WBC
353
Westpac Banking Corp
Australia
$124K +$22.4K +628 +22%
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$116K – – –
WTA
355
Washington Trust Advisors
Massachusetts
$116K – – –
Credit Agricole
356
Credit Agricole
France
$102K +$8.85K +248 +10%
QCG
357
Quadrant Capital Group
Ohio
$94.4K -$25.1K -703 -21%
ACA
358
Atlas Capital Advisors
Wyoming
$93.5K – – –
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$93K +$1.32K +37 +1%
Robeco Institutional Asset Management
360
Robeco Institutional Asset Management
Netherlands
$87.1K -$209K -5,861 -71%
CT
361
Clearstead Trust
Maine
$84.8K – – –
CA
362
Clearstead Advisors
Ohio
$84.8K +$84.8K +2,377 New
WT
363
Whittier Trust
California
$78K – – –
DGAM
364
Desjardins Global Asset Management
Quebec, Canada
$77K -$83.4K -2,339 -52%
SSB
365
Sandy Spring Bank
Maryland
$76.7K – – –
LFA
366
Legend Financial Advisors
Pennsylvania
$71.3K – – –
SIM
367
Sentry Investment Management
Wisconsin
$63K -$8.22K -232 -12%
AF
368
Allworth Financial
California
$57.7K -$392 -11 -0.7%
T
369
TOBAM
France
$55K -$29.2K -824 -35%
C
370
Covestor
United Kingdom
$53K +$3.98K +112 +8%
HDIM
371
Hanson & Doremus Investment Management
Vermont
$43K – – –
GRP
372
Global Retirement Partners
California
$43K -$495 -14 -1%
AA
373
Addison Advisors
Vermont
$40.3K +$4.85K +136 +14%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$38.8K +$26.9K +754 +226%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.2K -$13.4K -375 -26%
13 14
15
16 17