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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
QT
451
Quantbot Technologies
New York
$18K -$400K -7,052 -96%
C
452
Covestor
United Kingdom
$18K +$6.87K +121 +63%
FMP
453
Financial Management Professionals
Texas
$16K +$13.6K +239 +498%
FAG
454
Fortitude Advisory Group
Washington
$15K
ZB
455
Zions Bancorporation
Utah
$15K
GEA
456
Glen Eagle Advisors
New Jersey
$13.8K
LFG
457
Larson Financial Group
Missouri
$13K +$57 +1 +0.4%
MWC
458
MBM Wealth Consultants
Missouri
$12K
VNA
459
Valley National Advisers
Pennsylvania
$12K
PMFA
460
Plante Moran Financial Advisors
Michigan
$10K
T
461
TCWP
Ohio
$10K +$10.4K +183 New
CWP
462
Concord Wealth Partners
Virginia
$9K
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$9K
PO
464
Private Ocean
California
$9K
GWS
465
Glassman Wealth Services
Virginia
$9K +$1.53K +27 +22%
APA
466
American Portfolios Advisors
New York
$8.38K +$5.68K +100 +217%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$8K +$2.61K +46 +48%
EARNEST Partners
468
EARNEST Partners
Georgia
$7K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$7K +$738 +13 +11%
CTC
470
Central Trust Company
Missouri
$7K +$6.81K +120 New
SSG
471
Summit Securities Group
New York
$7K +$6.92K +122 New
IRC
472
Investors Research Corp
Georgia
$7K +$7.38K +130 New
GWM
473
Geneos Wealth Management
Colorado
$6K +$454 +8 +8%
GIA
474
GHP Investment Advisors
Colorado
$6K +$5.9K +104 New
ST
475
Smithfield Trust
Pennsylvania
$4K

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.