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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
426
C.M. Bidwell & Associates
Hawaii
-$286K -6,285 Closed
QC
427
Quadrature Capital
United Kingdom
-$273K -6,005 Closed
CCM
428
Crabel Capital Management
California
-$247K -5,429 Closed
TTWM
429
TCV Trust & Wealth Management
Virginia
-$245K -5,386 Closed
ARMT
430
Amica Retiree Medical Trust
Rhode Island
-$236K -5,188 Closed
RJFSA
431
Raymond James Financial Services Advisors
Florida
-$211K -4,645 Closed
CC
432
ClearArc Capital
Ohio
-$211K -4,631 Closed
CI
433
Conning Inc
Connecticut
-$204K -4,481 Closed
CCIA
434
Campbell & Co Investment Adviser
Maryland
-$204K -4,480 Closed
HC
435
Hourglass Capital
Texas
-$200K -4,400 Closed
Marshall Wace
436
Marshall Wace
United Kingdom
-$157K -3,462 Closed
MIFH
437
Migdal Insurance & Financial Holdings
Israel
-$131K -2,903 Closed
RFC
438
Regions Financial Corp
Alabama
-$55K -1,200 Closed
WAM
439
Wealthspire Advisors (Maryland)
Maryland
-$24K -523 Closed
AIA
440
Alera Investment Advisors
Illinois
-$20K -435 Closed
LFA
441
Legacy Financial Advisors
Kentucky
-$15K -338 Closed
CAM
442
Cresset Asset Management
Illinois
-$11K -242 Closed
BCM
443
Blume Capital Management
California
-$10K -216 Closed
Rockefeller Capital Management
444
Rockefeller Capital Management
New York
-$4K -85 Closed
FCA
445
FinTrust Capital Advisors
South Carolina
-$1K -29 Closed
OSAM
446
O'Shaughnessy Asset Management
Connecticut
+$45 +1 New
Simplex Trading
447
Simplex Trading
Illinois
+$991 +22 New

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.