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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
QCG
401
Quadrant Capital Group
Ohio
$156K -$16.4K -289 -10%
TCM
402
Tradewinds Capital Management
Washington
$155K
ACA
403
Atlas Capital Advisors
Wyoming
$150K
BAM
404
Belpointe Asset Management
Nevada
$148K +$146K +2,580 New
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$139K +$137K +2,419 New
CA
406
Clearstead Advisors
Ohio
$136K
Credit Agricole
407
Credit Agricole
France
$125K +$20.5K +361 +20%
SIM
408
Sentry Investment Management
Wisconsin
$124K -$17.8K -313 -13%
SSB
409
Sandy Spring Bank
Maryland
$123K
ASBI
410
American State Bank (Iowa)
Iowa
$115K
Lazard Asset Management
411
Lazard Asset Management
New York
$109K +$15.3K +269 +16%
UAML
412
US Asset Management LLC
Pennsylvania
$109K +$108K +1,894 New
Bessemer Group
413
Bessemer Group
New Jersey
$106K +$1.7K +30 +2%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$106K +$33.7K +593 +47%
BIP
415
Blueprint Investment Partners
North Carolina
$105K -$63.8K -1,124 -38%
PA
416
Parallel Advisors
California
$103K -$13K -229 -11%
TPCW
417
TD Private Client Wealth
New York
$100K +$32.4K +571 +49%
AF
418
Allworth Financial
California
$97K +$13.6K +240 +16%
T
419
TOBAM
France
$89K +$45.1K +794 +106%
HDIM
420
Hanson & Doremus Investment Management
Vermont
$88K
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.6K
MAM
422
Meeder Asset Management
Ohio
$78K +$77.1K +1,359 New
WTC
423
WhitTier Trust Company
Nevada
$77K
Group One Trading
424
Group One Trading
Illinois
$75K -$99.4K -1,752 -57%
Macquarie Group
425
Macquarie Group
Australia
$67.2K +$58.3M +1,027,797 +670%

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.