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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$62.7M +$3.97M +88,135 +7%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$62M +$6.15M +136,482 +11%
Goldman Sachs
28
Goldman Sachs
New York
$61.7M -$5.25M -116,689 -8%
American Century Companies
29
American Century Companies
Missouri
$54.9M -$6.71M -149,026 -11%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$50.6M +$42.1M +935,032 +489%
CIM
31
Centersquare Investment Management
Pennsylvania
$50.1M -$6.91M -153,476 -12%
ACI
32
AMP Capital Investors
Australia
$49.6M +$394K +8,752 +0.8%
Morgan Stanley
33
Morgan Stanley
New York
$47.5M -$21.2M -471,011 -31%
Bank of America
34
Bank of America
North Carolina
$42.2M +$3.62M +80,374 +9%
SEI Investments
35
SEI Investments
Pennsylvania
$41.8M -$3.2M -71,030 -7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$39.5M -$384K -8,525 -1%
H
37
Hexavest
Quebec, Canada
$38.6M +$1.83M +40,664 +5%
CS
38
Credit Suisse
Switzerland
$37.8M -$369K -8,204 -1%
JP Morgan Chase
39
JP Morgan Chase
New York
$36.4M +$17.9M +397,438 +95%
Asset Management One
40
Asset Management One
Japan
$33.4M +$1.87M +41,525 +6%
Barclays
41
Barclays
United Kingdom
$32.1M -$1.99M -44,224 -6%
Macquarie Group
42
Macquarie Group
Australia
$29.3M -$4.5M -99,900 -13%
Citigroup
43
Citigroup
New York
$29M +$5.63M +125,075 +24%
GIA
44
Gateway Investment Advisers
Ohio
$29M -$7.93K -176 -0%
PPA
45
Parametric Portfolio Associates
Washington
$27.2M +$1.26M +27,927 +5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$27M +$719K +15,964 +3%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$25.7M -$4.25M -94,482 -14%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$25.4M -$48.7K -1,082 -0.2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$24.2M +$144K +3,200 +0.6%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$23.9M +$169K +3,763 +0.7%

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.