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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
376
MBM Wealth Consultants
Missouri
$10K
VNA
377
Valley National Advisers
Pennsylvania
$10K
GEA
378
Glen Eagle Advisors
New Jersey
$9.7K
GWM
379
Geneos Wealth Management
Colorado
$9K
AIL
380
AGF Investments LLC
Ontario, Canada
$7K -$9.82K -218 -59%
ZB
381
Zions Bancorporation
Utah
$7K -$3.92K -87 -37%
CCMW
382
Cypress Capital Management (Wyoming)
Wyoming
$7K
AF
383
Allworth Financial
California
$6K
EARNEST Partners
384
EARNEST Partners
Georgia
$6K
GAM
385
Gemmer Asset Management
California
$6K
BL
386
Balentine LLC
Georgia
$6K +$6.17K +137 New
FHA
387
Flagship Harbor Advisors
Massachusetts
$6K +$6.44K +143 New
ED
388
Exane Derivatives
France
$5.16K
CFA
389
Carroll Financial Associates
North Carolina
$5K
Bessemer Group
390
Bessemer Group
New Jersey
$5K +$5.27K +117 New
ST
391
Smithfield Trust
Pennsylvania
$4K
NCM
392
Next Capital Management
New York
$4K +$4.05K +90 New
TCOV
393
Trust Company of Vermont
Vermont
$3K
CI
394
CX Institutional
Indiana
$3K +$495 +11 +17%
EFSCE
395
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$811 +18 +34%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$2.56K +$946 +21 +58%
PA
397
Parallel Advisors
California
$2K
PFBT
398
Parkside Financial Bank & Trust
Missouri
$2K +$856 +19 +56%
SCA
399
Stonebridge Capital Advisors
Minnesota
$2K +$1.85K +41 New
ACA
400
Ackerman Capital Advisors
Texas
$451

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.