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401 hedge funds and large institutions have $10.5B invested in UDR in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.7M

3% more funds holding

Funds holding: 391401 (+10)

3% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$296M)

1.01% less ownership

Funds ownership: 100.47%99.45% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 155

Holders
401
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
8.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
54
Increased
132
Reduced
155
Closed
43
Calls
$2.98M
Puts
$2.7M
Net Calls
+$281K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$77.4M -$24.2M -649,011 -24%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$76.2M +$2.11M +56,395 +3%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$75.2M +$20.2M +542,158 +37%
SCRM
29
Security Capital Research & Management
Illinois
$66.9M +$66.8M +1,789,360 New
ACI
30
AMP Capital Investors
Australia
$65.9M +$8M +214,303 +14%
Citadel Advisors
31
Citadel Advisors
Florida
$55.1M +$47.2M +1,264,569 +606%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$50.7M +$3.12M +83,446 +7%
Bank of America
33
Bank of America
North Carolina
$49M -$1.81M -48,534 -4%
HRES
34
Heitman Real Estate Securities
Illinois
$47.1M -$3.04M -81,363 -6%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$45.5M +$8.64M +231,382 +23%
SEI Investments
36
SEI Investments
Pennsylvania
$41.8M -$13.8M -368,752 -25%
Prudential Financial
37
Prudential Financial
New Jersey
$40.1M +$29.4M +786,565 +275%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$38.9M -$1.86M -49,857 -5%
LPC
39
Long Pond Capital
New York
$36.6M +$36.5M +978,016 New
Millennium Management
40
Millennium Management
New York
$35.3M -$3.09M -82,728 -8%
American Century Companies
41
American Century Companies
Missouri
$29.6M -$20.7M -553,365 -41%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$29.6M +$1.65M +44,300 +6%
Asset Management One
43
Asset Management One
Japan
$27.5M +$1.8M +48,161 +7%
PPA
44
Parametric Portfolio Associates
Washington
$27.4M -$136K -3,649 -0.5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$26.9M +$7.34M +196,552 +38%
CS
46
Credit Suisse
Switzerland
$26.8M -$5.73M -153,375 -18%
Macquarie Group
47
Macquarie Group
Australia
$26.1M +$4.76M +127,464 +22%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$25.3M +$16.9M +452,028 +202%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$24.5M +$1.62M +43,422 +7%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$24.4M +$19.3M +517,947 +385%

UDR Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2020, worth a combined $10.5B — down 2.7% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UDR positions and 43 closed out — a net gain of 11 holders — while 132 added to existing stakes and 155 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $115M. The largest seller was Cohen & Steers, cutting an estimated $278M.

  • 401 institutional investors held UDR (UDR) as of Q2 2020, up from 391 in Q1 2020.
  • Funds reported $10.5B of UDR stock for Q2 2020, down 2.7% quarter-over-quarter.
  • 54 funds opened new UDR positions in Q2 2020 and 43 closed out, a net change of +11 holders.
  • The largest UDR buyer in Q2 2020 was Deutsche Bank, an estimated $115M added.
  • The largest UDR seller in Q2 2020 was Cohen & Steers, an estimated $278M sold.

Based on aggregated 13F filings for Q2 2020.