UDR
468 hedge funds and large institutions have $19.1B invested in UDR in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 49 closing their positions.
49% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 49
30% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $12.5M
14% more capital invested
Capital invested by funds: $16.7B → $19.1B (+$2.38B)
10% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 147
5% more funds holding
Funds holding: 447 → 468 (+21)
3.3% less ownership
Funds ownership: 106.57% → 103.27% (-3.3%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$373M |
| 2 |
BlackRock
New York
|
+$163M |
| 3 |
State Street
Boston,
Massachusetts
|
+$99.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$91M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$184M |
| 2 |
JP Morgan Chase
New York
|
-$96.9M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$65.2M |
| 4 |
N
Natixis
Paris,
France
|
-$55.2M |
| 5 |
Morgan Stanley
New York
|
-$54.2M |
UDR Hedge Fund Activity: Q4 2021 in Review
468 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2021, worth a combined $19.1B — up 14% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new UDR positions and 49 closed out — a net gain of 24 holders — while 162 added to existing stakes and 147 trimmed.
The largest buyer was PGGM Investments, adding an estimated $373M. The largest seller was Zimmer Partners, cutting an estimated $184M.
- 468 institutional investors held UDR (UDR) as of Q4 2021, up from 447 in Q3 2021.
- Funds reported $19.1B of UDR stock for Q4 2021, up 14% quarter-over-quarter.
- 73 funds opened new UDR positions in Q4 2021 and 49 closed out, a net change of +24 holders.
- The largest UDR buyer in Q4 2021 was PGGM Investments, an estimated $373M added.
- The largest UDR seller in Q4 2021 was Zimmer Partners, an estimated $184M sold.
Based on aggregated 13F filings for Q4 2021.