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UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$21.1K 465 +15 +3%
APW
427
Acima Private Wealth
Virginia
$20.6K 455 – –
GIM
428
Gold Investment Management
Alberta, Canada
$20K 445 – –
QC
429
Quent Capital
New York
$19.9K 439 – –
SL
430
Salomon & Ludwin
Virginia
$19.6K 432 – –
MSG
431
Main Street Group
Virginia
$17.1K 378 – –
AFS
432
Annapolis Financial Services
Maryland
$16.3K 360 – –
GWM
433
Geneos Wealth Management
Colorado
$15.9K 351 +251 +251%
MCM
434
Manchester Capital Management
Vermont
$15.6K 344 +27 +9%
WSFS
435
Wilmington Savings Fund Society
Delaware
$15.4K 340 +340 New
NS
436
NBC Securities
Alabama
$15K 335 – –
CT
437
Clearstead Trust
Maine
$13.9K 306 – –
CA
438
Crewe Advisors
Utah
$11.5K 253 – –
CTC
439
Central Trust Company
Missouri
$11.3K 250 – –
ATS
440
Ashton Thomas Securities
New York
$10.6K 234 +234 New
DIP
441
DT Investment Partners
Pennsylvania
$10.2K 224 – –
EC
442
Elequin Capital
New York
$9.88K 218 +104 +91%
EWA
443
EverSource Wealth Advisors
Alabama
$9.75K 215 +23 +12%
MAM
444
Meeder Asset Management
Ohio
$8.71K 192 -5 -3%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$8.66K 191 – –
WWM
446
Wolff Wiese Magana
California
$8.31K 183 +2 +1%
PWMG
447
Private Wealth Management Group
New Jersey
$7.03K 155 +2 +1%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$6.76K 149 -3 -2%
CA
449
CoreCap Advisors
Michigan
$6.12K 135 +135 New
AAP
450
Arax Advisory Partners
Colorado
$5.99K 132 – –
16 17
18
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