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UDR
UDR

343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325 → 343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76% → 99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
State Street
State Street
Massachusetts
+$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$54M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$50.7M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$157M
2
HRES
Heitman Real Estate Securities
Illinois
-$135M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$72.1M
4
O
OppenheimerFunds
New York
-$60M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$51.4M +$6.74M +188,300 +16%
Millennium Management
27
Millennium Management
New York
$49.8M +$46.3M +1,293,120 New
BA
28
BlackRock Advisors
Delaware
$45.6M +$6.76M +188,941 +19%
Goldman Sachs
29
Goldman Sachs
New York
$44.3M +$2.97M +82,916 +8%
Principal Financial Group
30
Principal Financial Group
Iowa
$41.6M -$38.8M -1,085,899 -50%
CS
31
Credit Suisse
Switzerland
$39.9M -$2.02M -56,556 -5%
GC
32
Guggenheim Capital
Illinois
$39.5M +$20.3M +567,440 +124%
BlackRock
33
BlackRock
New York
$39.1M +$9.82M +274,621 +37%
Macquarie Group
34
Macquarie Group
Australia
$38.8M -$6.46M -180,597 -15%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$38.3M +$2.68M +75,045 +8%
UBS AM
36
UBS AM
Illinois
$37.5M -$9.55M -266,895 -22%
SCRM
37
Security Capital Research & Management
Illinois
$37.1M -$8.55M -239,093 -20%
Franklin Resources
38
Franklin Resources
California
$31.8M -$340K -9,500 -1%
American Century Companies
39
American Century Companies
Missouri
$31.7M +$2.82M +78,765 +11%
Deutsche Bank
40
Deutsche Bank
Germany
$28.1M +$2.31M +64,459 +10%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$26.9M -$1.29M -36,000 -5%
SAM
42
Securian Asset Management
Minnesota
$26.5M -$5.59M -156,371 -19%
AAMU
43
Amundi Asset Management US
Massachusetts
$26.1M +$360K +10,074 +2%
Two Sigma Investments
44
Two Sigma Investments
New York
$25.8M +$23.9M +669,166 New
Asset Management One
45
Asset Management One
Japan
$25.3M -$5.6M -156,410 -19%
VLKIM
46
Van Lanschot Kempen Investment Management
Netherlands
$25M -$826K -23,089 -3%
BIM
47
BlackRock Investment Management
Delaware
$24.7M -$6.79M -189,671 -23%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$23.1M – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$22.7M +$9.21M +257,375 +77%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$21.8M +$2.52M +70,574 +14%
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UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.