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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
LPT
426
Legacy Private Trust
Wisconsin
-$252K -5,403 Closed
MA
427
MANA Advisors
New York
-$250K -5,357 Closed
PP
428
Parplus Partners
New York
-$247K -5,285 Closed
CCM
429
Crabel Capital Management
California
-$245K -5,249 Closed
Man Group
430
Man Group
United Kingdom
-$234K -5,008 Closed
RG
431
Renaissance Group
Kentucky
-$230K -4,921 Closed
Janney Montgomery Scott
432
Janney Montgomery Scott
Pennsylvania
-$224K -4,803 Closed
RMC
433
Regis Management Company
California
-$219K -4,683 Closed
P
434
Pitcairn
Pennsylvania
-$208K -4,443 Closed
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
-$207K -4,431 Closed
HC
436
Hourglass Capital
Texas
-$205K -4,400 Closed
MME
437
Meag Munich Ergo
Germany
-$199K -4,302 Closed
SFI
438
SPC Financial Inc
Maryland
-$201K -4,300 Closed
FWCM
439
Ferguson Wellman Capital Management
Oregon
-$200K -4,286 Closed
THWM
440
Taylor Hoffman Wealth Management
Virginia
-$133K -2,840 Closed
WAM
441
Wolverine Asset Management
Illinois
-$121K -2,606 Closed
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
-$105K -2,246 Closed
PHK
443
Point72 Hong Kong
Hong Kong
-$45K -964 Closed
Simplex Trading
444
Simplex Trading
Illinois
-$41K -878 Closed
GLI
445
Guardian Life Insurance
New York
-$40K -857 Closed
Lazard Asset Management
446
Lazard Asset Management
New York
-$13K -286 Closed
Bessemer Group
447
Bessemer Group
New Jersey
-$5K -117 Closed
TWA
448
TCI Wealth Advisors
Arizona
-$3.48K -77 -89%
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
-$3K -71 Closed
TCOV
450
Trust Company of Vermont
Vermont
-$3K -68 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.