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292 hedge funds and large institutions have $6.2B invested in UDR in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

77% more call options, than puts

Call options by funds: $406K | Put options by funds: $230K

5% more funds holding

Funds holding: 277292 (+15)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

6.52% less ownership

Funds ownership: 102.12%95.6% (-6.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
35
Increased
103
Reduced
106
Closed
17
Calls
$406K
Puts
$230K
Net Calls
+$176K
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$33M +$4.11M +164,241 +15%
Deutsche Bank
27
Deutsche Bank
Germany
$31.7M +$3.77M +150,540 +14%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$31.1M +$18M +718,538 +147%
Goldman Sachs
29
Goldman Sachs
New York
$26.9M -$4.09M -163,320 -14%
Charles Schwab
30
Charles Schwab
California
$26.1M +$4.25M +169,746 +20%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$25.8M -$2.66M -106,400 -10%
Two Sigma Investments
32
Two Sigma Investments
New York
$24M +$23.2M +927,316 New
BIM
33
BlackRock Investment Management
Delaware
$23.6M -$727K -29,050 -3%
CC
34
Carlson Capital
Texas
$23M +$9.97M +398,240 +81%
Asset Management One
35
Asset Management One
Japan
$22.1M -$322K -12,862 -1%
Morgan Stanley
36
Morgan Stanley
New York
$21.7M +$4.81M +192,300 +30%
Macquarie Group
37
Macquarie Group
Australia
$21.1M +$12.6M +505,165 +161%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$20.1M +$128K +5,123 +0.7%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$20M +$99.7K +3,985 +0.5%
TA
40
Teachers Advisors
New York
$19.8M -$165K -6,600 -0.9%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$18.5M
AllianceBernstein
42
AllianceBernstein
Tennessee
$17.7M +$8.21M +328,096 +92%
CS
43
Credit Suisse
Switzerland
$17.6M -$6.24M -249,136 -27%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$17.5M +$984K +39,300 +6%
Principal Financial Group
45
Principal Financial Group
Iowa
$16.8M +$863K +34,469 +6%
MI
46
Markston International
New York
$16.8M -$473K -18,900 -3%
Millennium Management
47
Millennium Management
New York
$16.6M +$9.25M +369,653 +135%
Franklin Resources
48
Franklin Resources
California
$16.2M +$1.18M +47,000 +8%
TIAAOA
49
Teachers Insurance & Annuity Association of America
New York
$15.7M -$165K -6,600 -1%
N
50
Nuveen
North Carolina
$15.4M +$12.4M +497,281 +507%