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UDR
UDR

Overview Fund Activity

302 hedge funds and large institutions have $6.75B invested in UDR in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 22 closing their positions.

Holders
302
Holders Change
+10
Holders Change %
+3.42%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
102
Reduced
108
Closed
22
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
-$240K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$409M
2
Cohen & Steers
2
Cohen & Steers
New York
$922M
3
Macquarie Group
3
Macquarie Group
Australia
$40.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$40.3M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$370M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$56.2M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$508M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$39.6M
5
Barclays
5
Barclays
United Kingdom
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VLKIM
26
Van Lanschot Kempen Investment Management
Netherlands
$33M 1,209,924 -59,363 -5%
Charles Schwab
27
Charles Schwab
California
$32.2M 1,181,611 +88,024 +8%
UBS AM
28
UBS AM
Illinois
$31.7M 1,162,160 -137,369 -11%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$30.6M 1,121,617 +61,013 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$30.1M 1,104,430 -287,109 -21%
O
31
OppenheimerFunds
New York
$30M 1,100,863 +18,456 +2%
CS
32
Credit Suisse
Switzerland
$26.5M 971,075 +135,319 +16%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$25.5M 936,522 +73,700 +9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$22.1M 812,531 -37,973 -4%
PHAM
35
Pacific Heights Asset Management
California
$21.8M 800,000 -300,000 -27%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$21.4M 785,339 +20,583 +3%
Asset Management One
37
Asset Management One
Japan
$21.3M 780,706 -44,166 -5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$20.5M 752,529 -928,733 -55%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$20.2M 742,219 +9,166 +1%
TA
40
Teachers Advisors
New York
$20.1M 735,903 +8,741 +1%
BIM
41
BlackRock Investment Management
Delaware
$20M 734,513 +4,772 +0.7%
Bank of America
42
Bank of America
North Carolina
$18.3M 672,633 +90,585 +16%
SAM
43
Securian Asset Management
Minnesota
$18.3M 670,746 +46,718 +7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$18.1M 665,782 -13,800 -2%
Franklin Resources
45
Franklin Resources
California
$17.5M 641,476 -500 -0.1%
Morgan Stanley
46
Morgan Stanley
New York
$16.6M 607,808 +204,284 +51%
MI
47
Markston International
New York
$15.9M 582,286 -26,800 -4%
TIAAOA
48
Teachers Insurance & Annuity Association of America
New York
$15.2M 556,651 – –
BA
49
BlackRock Advisors
Delaware
$14.6M 535,606 +497,890 +1,320%
Legal & General Group
50
Legal & General Group
United Kingdom
$14.5M 530,521 +38,018 +8%
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