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UDR
UDR

Overview Fund Activity

445 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 173 reducing their positions, and 37 closing their positions.

Holders
445
Holders Change
+15
Holders Change %
+3.49%
% of All Funds
7.82%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
58
Increased
121
Reduced
173
Closed
37
Calls
$12.5M
Puts
$12.6M
Net Calls
-$37K
Net Calls Change
-$2.38M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$338M
2
Norges Bank
2
Norges Bank
Norway
$960M
3
ZP
3
Zimmer Partners
New York
$195M
4
HRES
4
Heitman Real Estate Securities
Illinois
$73M
5
N
5
Natixis
France
$68.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
JG
2
Jefferies Group
New York
$23.9M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$441M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.32B
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
426
Financial Management Professionals
Texas
$3K 48 +2 +4%
KA
427
Kozak & Associates
Colorado
$3K 52 +52 New
APA
428
American Portfolios Advisors
New York
$2.44K 46 +46 New
SIM
429
Sonora Investment Management
Arizona
$2K 47 – –
VCM
430
Versant Capital Management
Arizona
$2K 31 +5 +19%
IA
431
IFP Advisors
Florida
$2K 34 +34 New
CTC
432
Central Trust Company
Missouri
$2K 46 +46 New
ME
433
McIlrath & Eck
Washington
$1K 11 – –
TFO
434
Tarbox Family Office
California
$1K 12 – –
BWM
435
BerganKDV Wealth Management
Minnesota
$1K 23 – –
TC
436
Truvestments Capital
Florida
$1K 24 – –
MCM
437
MV Capital Management
Maryland
$1K 11 +11 New
MA
438
MCF Advisors
Kentucky
$1K 12 +12 New
SWA
439
Sutton Wealth Advisors
Florida
$689 13 -3 -19%
ED
440
Exane Derivatives
France
$318 6 – –
Renaissance Technologies
441
Renaissance Technologies
New York
– – -333,298 Closed
Alyeska Investment Group
442
Alyeska Investment Group
Illinois
– – -176,311 Closed
CA
443
Capitolis Advisors
New York
– – -109,719 Closed
HCM
444
HGI Capital Management
New York
– – -55,655 Closed
QSS
445
Quantitative Systematic Strategies
Florida
– – -46,287 Closed
Los Angeles Capital Management
446
Los Angeles Capital Management
California
– – -19,408 Closed
TCM
447
Tuttle Capital Management
Connecticut
– – -17,985 Closed
RWMH
448
Riverpoint Wealth Management Holdings
Illinois
– – -15,026 Closed
LBC
449
Lowe Brockenbrough & Co
Virginia
– – -14,905 Closed
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
– – -11,036 Closed
16 17
18
19 20