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437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
426
Tarbox Family Office
California
$1K
VCM
427
Versant Capital Management
Arizona
$1K
CAL
428
Capital Analysts LLC
Pennsylvania
$1K +$703 +17 New
AWA
429
Arkadios Wealth Advisors
Georgia
$1K +$1.36K +33 New
SWA
430
Sutton Wealth Advisors
Florida
$702
ED
431
Exane Derivatives
France
$263
HRES
432
Heitman Real Estate Securities
Illinois
-$75.8M -1,971,615 Closed
LPC
433
Long Pond Capital
New York
-$74.7M -1,943,653 Closed
Lord, Abbett & Co
434
Lord, Abbett & Co
New Jersey
-$45.2M -1,176,370 Closed
Balyasny Asset Management
435
Balyasny Asset Management
Illinois
-$28.5M -740,646 Closed
GCA
436
GSI Capital Advisors
California
-$11.6M -302,900 Closed
Zurich Cantonal Bank
437
Zurich Cantonal Bank
Switzerland
-$5.02M -130,636 Closed
CFM
438
Coronation Fund Managers
South Africa
-$2.46M -63,960 Closed
E
439
Ergoteles
New York
-$2M -51,938 Closed
CC
440
Cipher Capital
New York
-$1.98M -51,632 Closed
Squarepoint
441
Squarepoint
New York
-$1.94M -50,497 Closed
MSA
442
Mason Street Advisors
Wisconsin
-$1.56M -40,623 Closed
QIM
443
Quantitative Investment Management
Virginia
-$1.25M -32,597 Closed
CIC
444
Cornercap Investment Counsel
Georgia
-$1.3M -27,773 Closed
UOC
445
UBS O'Connor
Illinois
-$657K -17,100 Closed
QT
446
Quantbot Technologies
New York
-$535K -13,940 Closed
Twin Tree Management
447
Twin Tree Management
Texas
-$515K -13,402 Closed
LMAM
448
Legg Mason Asset Management
Japan
-$413K -10,758 Closed
JG
449
Jefferies Group
New York
-$404K -10,520 Closed
LCM
450
Leisure Capital Management
California
-$367K -9,543 Closed

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.