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501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
426
Prospera Financial Services
Texas
$66K +$65.3K +1,150 New
HFM
427
Harvest Fund Management
China
$59K
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$58K
S
429
SignatureFD
Georgia
$55K +$8.57K +151 +19%
FHA
430
First Horizon Advisors
Tennessee
$54K -$3.52K -62 -6%
DGAM
431
Desjardins Global Asset Management
Quebec, Canada
$53K -$3.18K -56 -6%
GRP
432
Global Retirement Partners
California
$50K +$59.1K +1,041 New
CFB
433
Cullen/Frost Bankers
Texas
$46K
SOW
434
State of Wyoming
Wyoming
$45K +$44K +776 New
DFCM
435
Dark Forest Capital Management
Puerto Rico
$41K +$25.4K +447 +161%
JIR
436
James Investment Research
Ohio
$40K -$39.8K -702 -50%
LC
437
Lindbrook Capital
California
$40K +$5.45K +96 +16%
MRCM
438
M&R Capital Management
New Jersey
$39K
DHGWA
439
Dixon Hughes Goodman Wealth Advisors
North Carolina
$39K +$20.4K +360 +111%
FA
440
Fortis Advisors
Pennsylvania
$31K
DSC
441
Duncker Streett & Co
Missouri
$29K
RTC
442
Riverview Trust Company
Washington
$29K +$28.4K +501 New
PCG
443
Private Capital Group
Connecticut
$28K -$2.1K -37 -7%
CFO
444
CVA Family Office
Colorado
$27K
APW
445
Acima Private Wealth
Virginia
$26K
BFG
446
Baron Financial Group
New Jersey
$22.9K
First Manhattan
447
First Manhattan
New York
$22K
AFS
448
Annapolis Financial Services
Maryland
$21K
AF
449
Advisornet Financial
Minnesota
$21K +$18.9K +333 +1,332%
Twin Tree Management
450
Twin Tree Management
Texas
$19K +$19.2K +338 New

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.