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337 hedge funds and large institutions have $9.72B invested in UDR in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,276% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $241K

0.08% more ownership

Funds ownership: 101.39%101.48% (+0.08%)

3% less capital invested

Capital invested by funds: $10B → $9.72B (-$276M)

3% less funds holding

Funds holding: 346337 (-9)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-9
Holders Change %
-2.6%
% of All Funds
8.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
30
Increased
111
Reduced
125
Closed
37
Calls
$5.73M
Puts
$241K
Net Calls
+$5.49M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$49.7M +$7.42M +203,606 +17%
Ameriprise
27
Ameriprise
Minnesota
$44M -$1.37M -37,561 -3%
Bank of America
28
Bank of America
North Carolina
$41.8M +$3.33M +91,413 +9%
BlackRock
29
BlackRock
New York
$37.2M +$874K +23,970 +2%
UBS AM
30
UBS AM
Illinois
$36.8M +$742K +20,349 +2%
BA
31
BlackRock Advisors
Delaware
$36.5M -$6.81M -186,802 -16%
GC
32
Guggenheim Capital
Illinois
$36.5M -$1.57M -43,109 -4%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$35.6M -$191K -5,251 -0.5%
Macquarie Group
34
Macquarie Group
Australia
$29.9M -$11.7M -321,330 -28%
Deutsche Bank
35
Deutsche Bank
Germany
$27.4M -$53.5K -1,468 -0.2%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$26.6M +$4.15M +113,911 +18%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$23.5M +$7.54M +206,929 +46%
Franklin Resources
38
Franklin Resources
California
$23.4M +$241K +6,620 +1%
AllianceBernstein
39
AllianceBernstein
Tennessee
$23.3M -$350K -9,605 -1%
BIM
40
BlackRock Investment Management
Delaware
$23.2M +$102K +2,805 +0.4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$22.9M -$1.38M -37,900 -6%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$22.8M +$768K +21,066 +3%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$22.8M +$23M +632,399 New
VLKIM
44
Van Lanschot Kempen Investment Management
Netherlands
$22.6M +$464K +12,721 +2%
GIA
45
Gateway Investment Advisers
Ohio
$21.9M +$2.55M +70,080 +13%
Asset Management One
46
Asset Management One
Japan
$21.4M -$1.47M -40,421 -6%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$21M +$179K +4,900 +0.8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$20.5M -$2.22M -61,000 -10%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$18.7M +$40.1K +1,100 +0.2%
MTB
50
Mizuho Trust & Banking
Japan
$18.1M +$1.5M +41,188 +9%

UDR Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2016, worth a combined $9.72B — down 2.8% from $10B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UDR and 30 opened new positions — a net loss of 7 holders — while 125 trimmed existing stakes and 111 added.

The largest buyer was Bank of New York Mellon, adding an estimated $92.5M. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 337 institutional investors held UDR (UDR) as of Q3 2016, down from 346 in Q2 2016.
  • Funds reported $9.72B of UDR stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2016 and 37 closed out, a net change of -7 holders.
  • The largest UDR buyer in Q3 2016 was Bank of New York Mellon, an estimated $92.5M added.
  • The largest UDR seller in Q3 2016 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.