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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
376
Ranch Capital Advisors
Florida
$3K
ST
377
Smithfield Trust
Pennsylvania
$3K
PFBT
378
Parkside Financial Bank & Trust
Missouri
$2K -$679 -15 -22%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$2K +$2.13K +47 New
IA
380
IFP Advisors
Florida
$1K -$87.7K -1,937 -99%
CI
381
CX Institutional
Indiana
$1K -$3.03K -67 -82%
CHA
382
Carmichael Hill & Associates
Maryland
$1K
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$1K +$1.76K +39 New
SWA
384
Sutton Wealth Advisors
Florida
$585 +$724 +16 New
EW
385
Evoke Wealth
California
$329 -$2.85K -63 -88%
ED
386
Exane Derivatives
France
$219
WMSA
387
Weiss Multi-Strategy Advisers
New York
-$27M -577,131 Closed
ESCM
388
Echo Street Capital Management
New York
-$16.6M -356,221 Closed
VLKIM
389
Van Lanschot Kempen Investment Management
Netherlands
-$7.21M -154,400 Closed
AIMCA
390
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.53M -139,900 Closed
DA
391
Duality Advisers
Florida
-$4M -85,567 Closed
MWNA
392
Marshall Wace North America
New York
-$3.01M -64,438 Closed
SC
393
Sculptor Capital
New York
-$2.13M -45,691 Closed
Wolverine Trading
394
Wolverine Trading
Illinois
-$1.96M -42,398 Closed
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
-$1.93M -41,326 Closed
Pacer Advisors
396
Pacer Advisors
Pennsylvania
-$1.57M -33,535 Closed
SGI
397
Summit Global Investments
Utah
-$1.46M -31,232 Closed
CIC
398
Cornercap Investment Counsel
Georgia
-$1.42M -30,500 Closed
FC
399
FORA Capital
Florida
-$1.32M -28,347 Closed
MF
400
Magnetar Financial
Illinois
-$1.32M -28,280 Closed

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.