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UDR
UDR

383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360 → 383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67% → 97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$85.5M
2
Invesco
Invesco
Georgia
+$55.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$51.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.6M
2
Bank of America
Bank of America
North Carolina
-$54.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.2M
4
GC
Guggenheim Capital
Illinois
-$21M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$48.1M +$5.81M +149,385 +14%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$42.1M +$599K +15,400 +1%
Asset Management One
28
Asset Management One
Japan
$41.4M +$4.12K +106 +0%
CBOA
29
Commonwealth Bank of Australia
Australia
$40.2M -$8M -205,795 -16%
Bank of America
30
Bank of America
North Carolina
$37.3M -$54.6M -1,404,630 -59%
SCRM
31
Security Capital Research & Management
Illinois
$36.5M -$2.31M -59,486 -6%
CS
32
Credit Suisse
Switzerland
$33M +$3.92M +100,867 +13%
TCIM
33
TIAA CREF Investment Management
New York
$33M -$707K -18,183 -2%
Macquarie Group
34
Macquarie Group
Australia
$32.5M +$109K +2,798 +0.3%
GC
35
Guggenheim Capital
Illinois
$32.5M -$21M -539,570 -39%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$31.4M +$18.6M +478,886 +142%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$31.4M +$93.3K +2,400 +0.3%
JP Morgan Chase
38
JP Morgan Chase
New York
$30.6M +$13.3M +340,878 +75%
SEI Investments
39
SEI Investments
Pennsylvania
$30.4M +$2.22M +57,098 +8%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$25.2M +$78.2K +2,012 +0.3%
GIA
41
Gateway Investment Advisers
Ohio
$25M +$4.64M +119,271 +22%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$24.1M +$1.4M +36,091 +6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$23.8M +$5.72M +147,157 +31%
AllianceBernstein
44
AllianceBernstein
Tennessee
$23.6M -$629K -16,179 -3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$23.2M +$420K +10,800 +2%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$23M -$1.7M -43,626 -7%
MAM
47
Martingale Asset Management
Massachusetts
$22.6M +$12.4M +317,789 +118%
SAM
48
Securian Asset Management
Minnesota
$22.2M -$666K -17,140 -3%
VRS
49
Virginia Retirement Systems
Virginia
$20.4M -$715K -18,400 -3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$20.4M +$326K +8,388 +2%
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UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.