UDR
441 hedge funds and large institutions have $14.1B invested in UDR in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 174 reducing their positions, and 43 closing their positions.
84% more call options, than puts
Call options by funds: $2.55M | Put options by funds: $1.39M
12% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 43
4% more capital invested
Capital invested by funds: $13.6B → $14.1B (+$496M)
1% more funds holding
Funds holding: 437 → 441 (+4)
0.87% less ownership
Funds ownership: 100.26% → 99.39% (-0.87%)
22% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 174
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$285M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$128M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$64.5M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$38.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$229M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$64.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$59.3M |
| 4 |
BlackRock
New York
|
-$46.9M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$36.7M |
UDR Hedge Fund Activity: Q2 2023 in Review
441 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2023, worth a combined $14.1B — up 3.7% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new UDR positions and 43 closed out — a net gain of 5 holders — while 136 added to existing stakes and 174 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Cohen & Steers, cutting an estimated $229M.
- 441 institutional investors held UDR (UDR) as of Q2 2023, up from 437 in Q1 2023.
- Funds reported $14.1B of UDR stock for Q2 2023, up 3.7% quarter-over-quarter.
- 48 funds opened new UDR positions in Q2 2023 and 43 closed out, a net change of +5 holders.
- The largest UDR buyer in Q2 2023 was Wellington Management Group, an estimated $285M added.
- The largest UDR seller in Q2 2023 was Cohen & Steers, an estimated $229M sold.
Based on aggregated 13F filings for Q2 2023.