UDR
360 hedge funds and large institutions have $9.93B invested in UDR in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 93 reducing their positions, and 26 closing their positions.
39,400% more call options, than puts
Call options by funds: $395K | Put options by funds: $1K
68% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 93
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less funds holding
Funds holding: 361 → 360 (-1)
0.96% less ownership
Funds ownership: 98.63% → 97.67% (-0.96%)
3% less capital invested
Capital invested by funds: $10.3B → $9.93B (-$339M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.3M |
| 2 |
Renaissance Technologies
New York
|
+$56.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$53.6M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$47.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$208M |
| 2 |
Cohen & Steers
New York
|
-$87.4M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$64.7M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$38.9M |
| 5 |
BlackRock
New York
|
-$34.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
376
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$206K | -5,283 | Closed |
|
|
PL
377
Parkwood LLC
Cleveland,
Ohio
| – | -$205K | -5,270 | Closed |
|
|
PWM
378
Perigon Wealth Management
San Francisco,
California
| – | -$101K | -2,600 | Closed |
|
|
MIFH
379
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | -$90K | -2,288 | Closed |
|
380
Creative Planning
Overland Park,
Kansas
| – | -$36K | -931 | Closed |
|
|
CG
381
Cutler Group
San Francisco,
California
| – | -$31.1K | -803 | Closed |
|
382
Simplex Trading
Chicago,
Illinois
| – | -$27.8K | -717 | Closed |
|
|
DADC
383
D.A. Davidson & Co
Great Falls,
Montana
| – | -$12K | -324 | Closed |
|
|
GBT
384
Grove Bank & Trust
Miami,
Florida
| – | -$5K | -120 | Closed |
|
|
PFC
385
Phocas Financial Corp
Alameda,
California
| – | +$393K | +10,140 | New |
|
UDR Hedge Fund Activity: Q3 2017 in Review
360 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2017, worth a combined $9.93B — down 3.3% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UDR positions and 26 closed out — a net gain of 4 holders — while 156 added to existing stakes and 93 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $208M.
- 360 institutional investors held UDR (UDR) as of Q3 2017, down from 361 in Q2 2017.
- Funds reported $9.93B of UDR stock for Q3 2017, down 3.3% quarter-over-quarter.
- 30 funds opened new UDR positions in Q3 2017 and 26 closed out, a net change of +4 holders.
- The largest UDR buyer in Q3 2017 was Morgan Stanley, an estimated $60.3M added.
- The largest UDR seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $208M sold.
Based on aggregated 13F filings for Q3 2017.