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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
GTCM
451
Gyon Technologies Capital Management
New Jersey
-$331K -8,609 Closed
JF
452
Jump Financial
Illinois
-$318K -8,295 Closed
NICM
453
Neo Ivy Capital Management
New York
-$303K -7,895 Closed
AI
454
Atom Investors
Texas
-$244K -6,348 Closed
TC
455
TwinBeech Capital
New York
-$234K -6,082 Closed
LIA
456
LS Investment Advisors
Michigan
-$233K -6,066 Closed
V
457
Veritable
Delaware
-$228K -5,928 Closed
AIS
458
American Investment Services
Massachusetts
-$219K -5,691 Closed
FTDI
459
First Trust Direct Indexing
Massachusetts
-$157K -4,079 Closed
ASN
460
Advisory Services Network
Georgia
-$123K -3,194 Closed
VCG
461
Vantage Consulting Group
Virginia
-$68K -1,776 Closed
MCM
462
McMillion Capital Management
North Carolina
-$56K -1,468 Closed
HFM
463
Harvest Fund Management
China
-$55K -1,451 Closed
ABC
464
Associated Banc-Corp
Wisconsin
-$38K -1,000 Closed
PWM
465
Perigon Wealth Management
California
-$28K -729 Closed
AP
466
Arlington Partners
Alabama
-$15K -384 Closed
Group One Trading
467
Group One Trading
Illinois
-$4.14K -100 Closed
RPWA
468
Regent Peak Wealth Advisors
Georgia
-$3K -83 Closed
CWC
469
Carolinas Wealth Consulting
North Carolina
-$2K -54 Closed
PWPS
470
Pinnacle Wealth Planning Services
Ohio
-$2K -49 Closed
Capstone Investment Advisors
471
Capstone Investment Advisors
New York
-$1K -31 Closed
TI
472
tru Independence
Oregon
-$1 -24 Closed
MWM
473
Mascoma Wealth Management
New Hampshire
+$83 +2 New
MWP
474
Meridian Wealth Partners
Pennsylvania
+$248 +6 New
SWA
475
SOA Wealth Advisors
New York
+$372 +9 +100%

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.