UDR
423 hedge funds and large institutions have $11.3B invested in UDR in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 40 closing their positions.
65% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 40
43% more call options, than puts
Call options by funds: $5.86M | Put options by funds: $4.11M
21% more capital invested
Capital invested by funds: $9.32B → $11.3B (+$1.94B)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more funds holding
Funds holding: 401 → 423 (+22)
2.09% more ownership
Funds ownership: 97.43% → 99.52% (+2.1%)
4% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$224M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$181M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$128M |
| 4 |
ZP
Zimmer Partners
New York
|
+$120M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 2 |
BlackRock
New York
|
-$90.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$77.7M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$61.6M |
| 5 |
Barclays
London,
United Kingdom
|
-$52.7M |
UDR Hedge Fund Activity: Q4 2020 in Review
423 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2020, worth a combined $11.3B — up 21% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new UDR positions and 40 closed out — a net gain of 26 holders — while 145 added to existing stakes and 151 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $127M.
- 423 institutional investors held UDR (UDR) as of Q4 2020, up from 401 in Q3 2020.
- Funds reported $11.3B of UDR stock for Q4 2020, up 21% quarter-over-quarter.
- 66 funds opened new UDR positions in Q4 2020 and 40 closed out, a net change of +26 holders.
- The largest UDR buyer in Q4 2020 was JP Morgan Chase, an estimated $224M added.
- The largest UDR seller in Q4 2020 was Fidelity Investments, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2020.