We are live on ! Find out more

437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$34K +$32.3K +780 New
T
377
TOBAM
France
$33K
CMA
378
Cedar Mountain Advisors
Oregon
$31K
MRCM
379
M&R Capital Management
New Jersey
$30K
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K
MI
381
Markston International
New York
$28K
LC
382
Lindbrook Capital
California
$26K
PCG
383
Private Capital Group
Connecticut
$21K -$44.1K -1,067 -69%
CFO
384
CVA Family Office
Colorado
$21K +$19.6K +475 New
CG
385
Cutler Group
California
$21K +$20.7K +500 New
APW
386
Acima Private Wealth
Virginia
$20K
CI
387
CX Institutional
Indiana
$20K +$6.04K +146 +46%
BFG
388
Baron Financial Group
New Jersey
$17.5K
First Manhattan
389
First Manhattan
New York
$17K
AFS
390
Annapolis Financial Services
Maryland
$16K
Walleye Capital
391
Walleye Capital
New York
$15K +$7.87M +190,264 +125%
ZB
392
Zions Bancorporation
Utah
$11K +$1.32K +32 +14%
Nisa Investment Advisors
393
Nisa Investment Advisors
Missouri
$10.7K -$512K -12,383 -5%
GEA
394
Glen Eagle Advisors
New Jersey
$10.6K
LFG
395
Larson Financial Group
Missouri
$10K +$9.43K +228 New
MWC
396
MBM Wealth Consultants
Missouri
$9K
VNA
397
Valley National Advisers
Pennsylvania
$9K
WP
398
WealthShield Partners
North Carolina
$9K +$8.48K +205 New
SLF
399
Sun Life Financial
Ontario, Canada
$8K -$8.95M -216,440 -100%
PK
400
Pflug Koory
Nebraska
$8K +$83 +2 +1%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.