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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$42.6M -$7.29M -212,818 -15%
BlackRock
27
BlackRock
New York
$42.5M +$4.48M +130,822 +13%
Bank of America
28
Bank of America
North Carolina
$41.1M -$1.23M -35,810 -3%
UBS AM
29
UBS AM
Illinois
$38.9M +$1.46M +42,602 +4%
Asset Management One
30
Asset Management One
Japan
$38.6M +$16.5M +481,551 +82%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$36.8M +$672K +19,619 +2%
N
32
Nuveen
North Carolina
$35.7M +$21.2M +617,358 +170%
BA
33
BlackRock Advisors
Delaware
$32.6M -$4.14M -120,803 -12%
LPC
34
Long Pond Capital
New York
$31.2M +$29.3M +853,930 New
TCIM
35
TIAA CREF Investment Management
New York
$30.6M +$5.8M +169,328 +25%
Macquarie Group
36
Macquarie Group
Australia
$28.1M -$1.99M -58,210 -7%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$25.9M +$1.97M +57,423 +9%
WMSA
38
Weiss Multi-Strategy Advisers
New York
$25.6M +$10.3M +300,789 +75%
BIM
39
BlackRock Investment Management
Delaware
$25.2M +$1.56M +45,446 +7%
VLKIM
40
Van Lanschot Kempen Investment Management
Netherlands
$24.9M +$1.89M +55,037 +9%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$24.8M +$1.6M +46,622 +7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$24.2M +$499K +14,566 +2%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$23.8M +$672K +19,603 +3%
GIA
44
Gateway Investment Advisers
Ohio
$22.2M -$14.6K -426 -0.1%
CBOA
45
Commonwealth Bank of Australia
Australia
$22.2M +$20.8M +606,035 +32,548%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$21.1M +$291K +8,500 +1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$21.1M -$2.06M -60,100 -9%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$20.7M -$504K -14,700 -3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$19M
SEI Investments
50
SEI Investments
Pennsylvania
$18M +$3.36M +97,939 +25%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.