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501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$255K +$170 +3 +0.1%
HGWM
377
Horst & Graben Wealth Management
Oregon
$251K
ZCA
378
Zeke Capital Advisors
Pennsylvania
$246K +$243K +4,277 New
NAM
379
NTV Asset Management
West Virginia
$241K
V
380
Veritable
Delaware
$239K +$14.6K +258 +7%
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$62.3K +1,098 +32%
SHA
382
Seneca House Advisors
Virginia
$231K +$3.23K +57 +1%
GT
383
Greenleaf Trust
Michigan
$229K +$226K +3,984 New
SWM
384
Spire Wealth Management
Virginia
$228K -$3.29K -58 -1%
BP
385
Ballentine Partners
Massachusetts
$228K +$4.09K +72 +2%
TMAM
386
Tokio Marine Asset Management
Japan
$227K +$225K +3,956 New
PAS
387
Park Avenue Securities
New York
$223K +$31.5K +555 +17%
HI
388
Horizon Investments
North Carolina
$217K +$216K +3,811 New
AIP
389
Ameritas Investment Partners
Nebraska
$216K
BCI
390
Brinker Capital Investments
Pennsylvania
$214K +$212K +3,728 New
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$210K
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$208K +$158K +2,790 +336%
IMOV
393
Investment Management of Virginia
Virginia
$205K
NWM
394
NEIRG Wealth Management
Massachusetts
$205K +$4.26K +75 +2%
CCA
395
Checchi Capital Advisers
California
$205K +$6.58K +116 +3%
LNC
396
Lincoln National Corp
Pennsylvania
$203K +$2.38K +42 +1%
TSS
397
Two Sigma Securities
New York
$201K +$198K +3,495 New
P
398
Pitcairn
Pennsylvania
$200K -$16.1K -283 -8%
WTA
399
Washington Trust Advisors
Massachusetts
$186K
WT
400
Whittier Trust
California
$181K

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.