UDR
447 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 174 reducing their positions, and 37 closing their positions.
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $15.4B → $16.7B (+$1.38B)
3% more funds holding
Funds holding: 432 → 447 (+15)
0.8% more ownership
Funds ownership: 105.78% → 106.57% (+0.8%)
0% less call options, than puts
Call options by funds: $12.5M | Put options by funds: $12.6M
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
30% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$340M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$215M |
| 3 |
ZP
Zimmer Partners
New York
|
+$75.3M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$73.6M |
| 5 |
N
Natixis
Paris,
France
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$173M |
| 2 |
JG
Jefferies Group
New York
|
-$80.6M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$78.3M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$38.1M |
| 5 |
Cohen & Steers
New York
|
-$37.2M |
UDR Hedge Fund Activity: Q3 2021 in Review
447 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2021, worth a combined $16.7B — up 9% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new UDR positions and 37 closed out — a net gain of 21 holders — while 121 added to existing stakes and 174 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $173M.
- 447 institutional investors held UDR (UDR) as of Q3 2021, up from 432 in Q2 2021.
- Funds reported $16.7B of UDR stock for Q3 2021, up 9% quarter-over-quarter.
- 58 funds opened new UDR positions in Q3 2021 and 37 closed out, a net change of +21 holders.
- The largest UDR buyer in Q3 2021 was Capital World Investors, an estimated $340M added.
- The largest UDR seller in Q3 2021 was JP Morgan Chase, an estimated $173M sold.
Based on aggregated 13F filings for Q3 2021.