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322 hedge funds and large institutions have $8.23B invested in UDR in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,269% more call options, than puts

Call options by funds: $308K | Put options by funds: $13K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

4% more funds holding

Funds holding: 311322 (+11)

0.57% more ownership

Funds ownership: 98.84%99.41% (+0.57%)

5% less capital invested

Capital invested by funds: $8.7B → $8.23B (-$467M)

Holders
322
Holders Change
+11
Holders Change %
+3.54%
% of All Funds
8.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
35
Increased
120
Reduced
108
Closed
23
Calls
$308K
Puts
$13K
Net Calls
+$295K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$36.4M +$1.17M +35,666 +3%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$35.6M +$14.2M +433,792 +64%
American Century Companies
28
American Century Companies
Missouri
$34.9M +$6.12M +186,247 +21%
Principal Financial Group
29
Principal Financial Group
Iowa
$34.7M +$5.44M +165,763 +18%
CBOA
30
Commonwealth Bank of Australia
Australia
$32.1M +$2.5M +76,170 +8%
Norges Bank
31
Norges Bank
Norway
$30.7M +$7.98M +242,886 +34%
JHIU
32
Janus Henderson Investors US
Colorado
$28.8M -$13.7M -416,900 -32%
VLKIM
33
Van Lanschot Kempen Investment Management
Netherlands
$28M +$281K +8,549 +1%
Asset Management One
34
Asset Management One
Japan
$27.4M -$1.44M -43,725 -5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$27M -$572K -17,425 -2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$26.4M +$14.3M +434,800 +112%
Retirement Systems of Alabama
37
Retirement Systems of Alabama
Alabama
$24M +$10.6K +323 +0%
BIM
38
BlackRock Investment Management
Delaware
$24M +$257K +7,812 +1%
Franklin Resources
39
Franklin Resources
California
$23.5M -$1.12M -34,000 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$23.4M +$1.24M +37,700 +5%
CS
41
Credit Suisse
Switzerland
$22.3M +$1.94M +58,927 +9%
SAM
42
Securian Asset Management
Minnesota
$22.1M -$3.69M -112,402 -14%
Barclays
43
Barclays
United Kingdom
$21M +$2.28M +69,489 +12%
BA
44
BlackRock Advisors
Delaware
$20.7M +$314K +9,575 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$19.7M +$14.2M +430,923 +233%
MAA
46
Managed Account Advisors
New Jersey
$19.6M +$1.33M +40,633 +7%
Bank of America
47
Bank of America
North Carolina
$19.4M -$2.6M -79,051 -12%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$18.7M +$1.31M +39,975 +7%
Morgan Stanley
49
Morgan Stanley
New York
$18.7M +$6.63M +201,834 +53%
Legal & General Group
50
Legal & General Group
United Kingdom
$18.3M +$1.96M +59,594 +12%

UDR Hedge Fund Activity: Q2 2015 in Review

322 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2015, worth a combined $8.23B — down 5.4% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UDR positions and 23 closed out — a net gain of 12 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $184M.

  • 322 institutional investors held UDR (UDR) as of Q2 2015, up from 311 in Q1 2015.
  • Funds reported $8.23B of UDR stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new UDR positions in Q2 2015 and 23 closed out, a net change of +12 holders.
  • The largest UDR buyer in Q2 2015 was Cohen & Steers, an estimated $117M added.
  • The largest UDR seller in Q2 2015 was Invesco, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2015.