UDR
404 hedge funds and large institutions have $10.8B invested in UDR in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 129 reducing their positions, and 34 closing their positions.
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
7% more funds holding
Funds holding: 376 → 404 (+28)
9% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 129
1% more capital invested
Capital invested by funds: $10.7B → $10.8B (+$76M)
0.28% more ownership
Funds ownership: 98.95% → 99.23% (+0.28%)
32% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$169M |
| 2 |
Renaissance Technologies
New York
|
+$68.2M |
| 3 |
Cohen & Steers
New York
|
+$65.4M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$45.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$57.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$55.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$37.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$33.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$28.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
426
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$24K | -582 | Closed |
|
427
Parallax Volatility Advisers
San Francisco,
California
| – | -$19K | -474 | Closed |
|
|
SPIA
428
Steward Partners Investment Advisory
New York
| – | -$19K | -468 | Closed |
|
|
GP
429
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$17K | -443 | Closed |
|
|
ZB
430
Zions Bancorporation
Salt Lake City,
Utah
| – | -$9K | -227 | Closed |
|
|
MA
431
MUFG Americas
New York
| – | -$6K | -159 | Closed |
|
|
SWP
432
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -46 | Closed |
|
433
AssetMark Inc
Concord,
California
| – | -$162 | -4 | -25% |
|
|
AC
434
Avestar Capital
New York
| – | +$202 | +5 | +31% |
|
|
LC
435
Lindbrook Capital
Calabasas,
California
| – | +$485 | +12 | New |
|
|
MOS
436
MGO One Seven
Beachwood,
Ohio
| – | +$970 | +24 | New |
|
UDR Hedge Fund Activity: Q4 2018 in Review
404 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2018, worth a combined $10.8B — up 0.71% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new UDR positions and 34 closed out — a net gain of 33 holders — while 141 added to existing stakes and 129 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $169M. The largest seller was Centersquare Investment Management, cutting an estimated $57.3M.
- 404 institutional investors held UDR (UDR) as of Q4 2018, up from 376 in Q3 2018.
- Funds reported $10.8B of UDR stock for Q4 2018, up 0.71% quarter-over-quarter.
- 67 funds opened new UDR positions in Q4 2018 and 34 closed out, a net change of +33 holders.
- The largest UDR buyer in Q4 2018 was Zimmer Partners, an estimated $169M added.
- The largest UDR seller in Q4 2018 was Centersquare Investment Management, an estimated $57.3M sold.
Based on aggregated 13F filings for Q4 2018.