We are live on ! Find out more

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
C
401
Covestor
United Kingdom
$13K -$275 -6 -2%
Twin Tree Management
402
Twin Tree Management
Texas
$12K +$9.41K +205 +244%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$11K +$3.17K +69 +37%
GEA
404
Glen Eagle Advisors
New Jersey
$10.1K
ZB
405
Zions Bancorporation
Utah
$10K
LFG
406
Larson Financial Group
Missouri
$10K +$92 +2 +0.8%
MWC
407
MBM Wealth Consultants
Missouri
$9K -$13.7K -298 -58%
GWS
408
Glassman Wealth Services
Virginia
$9K
VNA
409
Valley National Advisers
Pennsylvania
$9K
DIP
410
DT Investment Partners
Pennsylvania
$9K +$10.3K +224 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.61K +35 +22%
QC
412
Quent Capital
New York
$8K +$8.72K +190 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$7K
HI
414
Hudock Inc
Pennsylvania
$7K +$7.8K +170 New
BTI
415
Blue Trust Inc
Georgia
$6K +$275 +6 +5%
HWA
416
HHM Wealth Advisors
Tennessee
$6K +$6.97K +152 New
EARNEST Partners
417
EARNEST Partners
Georgia
$5K
IRC
418
Investors Research Corp
Georgia
$5K
FMP
419
Financial Management Professionals
Texas
$4K -$9.41K -205 -67%
BBHC
420
Brown Brothers Harriman & Co
New York
$4K
GWM
421
Geneos Wealth Management
Colorado
$4K
CA
422
Crewe Advisors
Utah
$4K +$4.36K +95 New
CFGS
423
Concourse Financial Group Securities
Alabama
$3K -$826 -18 -18%
ST
424
Smithfield Trust
Pennsylvania
$3K
BIA
425
Bell Investment Advisors
California
$3K +$551 +12 +19%

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.