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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
MSRPS
451
Maryland State Retirement & Pension System
Maryland
-$1.13M -24,475 Closed
JF
452
Jump Financial
Illinois
-$951K -20,663 Closed
Simplex Trading
453
Simplex Trading
Illinois
-$710K -15,471 Closed
QC
454
Quadrature Capital
United Kingdom
-$652K -14,149 Closed
BAM
455
Blueshift Asset Management
New Jersey
-$632K -13,725 Closed
QT
456
Quantbot Technologies
New York
-$563K -12,244 Closed
MIFH
457
Migdal Insurance & Financial Holdings
Israel
-$544K -11,807 Closed
Two Sigma Advisers
458
Two Sigma Advisers
New York
-$511K -11,100 Closed
PAG
459
Private Advisor Group
New Jersey
-$502K -10,896 Closed
FC
460
FCA Corp
Texas
-$458K -9,951 Closed
Cetera Investment Advisers
461
Cetera Investment Advisers
Illinois
-$313K -6,792 Closed
UCFA
462
United Capital Financial Advisors
Texas
-$246K -5,334 Closed
IWC
463
Integrated Wealth Concepts
Massachusetts
-$220K -4,773 Closed
BFM
464
Boston Financial Management
Massachusetts
-$216K -4,701 Closed
V
465
Veritable
Delaware
-$216K -4,683 Closed
CB
466
Commerce Bank
Missouri
-$215K -4,656 Closed
MGP
467
Metis Global Partners
California
-$213K -4,628 Closed
HGWM
468
Horst & Graben Wealth Management
Oregon
-$201K -4,373 Closed
SWM
469
Spire Wealth Management
Virginia
-$182K -3,958 Closed
BAM
470
Belpointe Asset Management
Nevada
-$114K -2,482 Closed
CA
471
Clearstead Advisors
Ohio
-$109K -2,377 -100%
HFM
472
Harvest Fund Management
China
-$47K -1,030 Closed
CI
473
CX Institutional
Indiana
-$22K -481 Closed
BFG
474
Baron Financial Group
New Jersey
-$18.4K -400 Closed
SOW
475
State of Wyoming
Wyoming
-$13K -289 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.