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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
Assenagon Asset Management
401
Assenagon Asset Management
Luxembourg
-$1.27M -27,277 Closed
FM
402
Forward Management
California
-$1.17M -25,000 Closed
TCM
403
Teza Capital Management
Illinois
-$1.05M -22,543 Closed
IG
404
ING Group
Netherlands
-$939K -20,101 Closed
PP
405
Prudential plc
United Kingdom
-$934K -19,992 Closed
GCA
406
Gideon Capital Advisors
New York
-$654K -14,003 Closed
BPM
407
Bowling Portfolio Management
Ohio
-$652K -13,970 Closed
O
408
Ossiam
France
-$584K -12,495 Closed
IMRF
409
Illinois Municipal Retirement Fund
Illinois
-$580K -12,411 Closed
TAF
410
Tredje AP-fonden
Sweden
-$571K -12,220 Closed
6M
411
6 Meridian
Kansas
-$567K -12,134 Closed
PSUF
412
People's United Financial
Connecticut
-$524K -11,210 Closed
UCFA
413
United Capital Financial Advisors
Texas
-$496K -10,627 Closed
MC
414
Machina Capital
France
-$469K -10,037 Closed
AG
415
AlphaSimPlex Group
Massachusetts
-$433K -9,278 Closed
SS
416
Sunbelt Securities
Texas
-$379K -8,125 Closed
SM
417
Sciencast Management
New Jersey
-$357K -7,800 Closed
OI
418
Oakbrook Investments
Illinois
-$361K -7,724 Closed
JG
419
Jefferies Group
New York
-$346K -7,418 Closed
RJFSA
420
Raymond James Financial Services Advisors
Florida
-$328K -7,018 Closed
GCP
421
GSA Capital Partners
United Kingdom
-$299K -6,400 Closed
FHB
422
First Hawaiian Bank
Hawaii
-$287K -6,128 Closed
SLG
423
Stanley-Laman Group
Pennsylvania
-$273K -5,836 Closed
HI
424
Horizon Investments
North Carolina
-$262K -5,620 Closed
V
425
Veritable
Delaware
-$256K -5,487 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.