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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
376
Meeder Asset Management
Ohio
$60K -$11.8K -257 -15%
WTC
377
WhitTier Trust Company
Nevada
$56K
HDIM
378
Hanson & Doremus Investment Management
Vermont
$50K
PTC
379
Private Trust Company
Ohio
$47K
GRP
380
Global Retirement Partners
California
$42K -$872 -19 -2%
FHA
381
First Horizon Advisors
Tennessee
$40K +$4.73K +103 +12%
LC
382
Lindbrook Capital
California
$39K +$13.2K +287 +45%
CFO
383
CVA Family Office
Colorado
$35K +$16.3K +355 +72%
Bank of Montreal
384
Bank of Montreal
Ontario, Canada
$33.3K +$17.9M +389,558 +109%
CFB
385
Cullen/Frost Bankers
Texas
$33K
LS
386
Livforsakringsbolaget Skandia
Sweden
$32K -$142K -3,100 -80%
S
387
SignatureFD
Georgia
$32K -$6.33K -138 -15%
MRCM
388
M&R Capital Management
New Jersey
$28K
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$26K -$7.2M -156,962 -100%
AA
390
Addison Advisors
Vermont
$25K +$27.8K +605 +10,083%
FA
391
Fortis Advisors
Pennsylvania
$23K
PA
392
Parallel Advisors
California
$22K -$53.4K -1,164 -69%
DSC
393
Duncker Streett & Co
Missouri
$21K
AF
394
Advisornet Financial
Minnesota
$19K
APW
395
Acima Private Wealth
Virginia
$19K
PFBT
396
Parkside Financial Bank & Trust
Missouri
$18K +$5.69K +124 +40%
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$18K +$17.5K +382 +955%
First Manhattan
398
First Manhattan
New York
$16K
AFS
399
Annapolis Financial Services
Maryland
$15K
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$15K +$16.7K +365 New

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.