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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EverSource Wealth Advisors
Alabama
$3K +$3.76K +82 New
PWMG
427
Prestige Wealth Management Group
New Jersey
$2K
KA
428
Kozak & Associates
Colorado
$2K +$46 +1 +2%
MCM
429
MV Capital Management
Maryland
$2K +$1.1K +24 +126%
APA
430
American Portfolios Advisors
New York
$1.92K -$4.59K -100 -68%
BWM
431
BerganKDV Wealth Management
Minnesota
$1K
CAC
432
Core Alternative Capital
Georgia
$1K
MA
433
MCF Advisors
Kentucky
$1K
UFF
434
USA Financial Formulas
Michigan
$1K
VCM
435
Versant Capital Management
Arizona
$1K
CT
436
Cambridge Trust
Massachusetts
$1K +$642 +14 New
MFT
437
Moisand Fitzgerald Tamayo
Florida
$1K +$780 +17 New
HWM
438
HighMark Wealth Management
Minnesota
$1K +$1.56K +34 New
AWM
439
Abound Wealth Management
Tennessee
$967 +$1.05K +23 New
SWA
440
Sutton Wealth Advisors
Florida
$876 +$367 +8 +62%
Wellington Management Group
441
Wellington Management Group
Massachusetts
-$58.7M -1,274,180 Closed
CGM
442
Capital Growth Management
Massachusetts
-$9.21M -200,000 Closed
LPC
443
Long Pond Capital
New York
-$7.07M -153,501 Closed
Capital Fund Management (CFM)
444
Capital Fund Management (CFM)
France
-$4.02M -87,421 Closed
SRSA
445
S.R. Schill & Associates
Washington
-$3.44M -74,702 Closed
UOC
446
UBS O'Connor
Illinois
-$3.32M -72,200 Closed
1832 Asset Management
447
1832 Asset Management
Ontario, Canada
-$1.67M -36,346 Closed
GCM
448
Graham Capital Management
Connecticut
-$1.38M -29,985 Closed
CC
449
Cipher Capital
New York
-$1.31M -28,454 Closed
CIG
450
Consolidated Investment Group
Colorado
-$1.15M -25,000 Closed

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.