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501 hedge funds and large institutions have $18.4B invested in UDR in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $6.46M

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 468501 (+33)

4% less capital invested

Capital invested by funds: $19.1B → $18.4B (-$682M)

2% less ownership

Funds ownership: 103.27%101.27% (-2%)

Holders
501
Holders Change
+33
Holders Change %
+7.05%
% of All Funds
7.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
73
Increased
202
Reduced
144
Closed
34
Calls
$21.4M
Puts
$6.46M
Net Calls
+$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
476
Stonebridge Capital Advisors
Minnesota
$4K
GAM
477
Gemmer Asset Management
California
$3K
KA
478
Kozak & Associates
Colorado
$3K
MCM
479
MV Capital Management
Maryland
$3K +$1.31K +23 +77%
NFSG
480
Newbridge Financial Services Group
Florida
$3K +$2.84K +50 New
SWA
481
Sutton Wealth Advisors
Florida
$2.24K +$1.48K +26 +200%
FGAM
482
Financial Gravity Asset Management
Texas
$2.23K +$58.2K +1,026 New
CG
483
Cutler Group
California
$2K -$5.68K -100 -67%
PWMG
484
Prestige Wealth Management Group
New Jersey
$2K
VCM
485
Versant Capital Management
Arizona
$2K
EWA
486
EverSource Wealth Advisors
Alabama
$2K +$1.53K +27 New
AssetMark Inc
487
AssetMark Inc
California
$1K -$11.2K -198 -93%
BWM
488
BerganKDV Wealth Management
Minnesota
$1K
CI Investments Inc
489
CI Investments Inc
Ontario, Canada
$1K
CAC
490
Core Alternative Capital
Georgia
$1K
TFO
491
Tarbox Family Office
California
$1K
BBPWM
492
Blue Bell Private Wealth Management
Pennsylvania
$1K +$681 +12 New
MA
493
MCF Advisors
Kentucky
$1K +$681 +12 New
LWA
494
Lenox Wealth Advisors
New York
$1K +$965 +17 +243%
OLVIG
495
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1.31K +23 New
ED
496
Exane Derivatives
France
$344 +$341 +6 New
AGM
497
Alpine Global Management
New York
$294 -$302K -5,318 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
498
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$24.4M -406,337 Closed
ZP
499
Zimmer Partners
New York
-$24M -400,000 Closed
CA
500
Capitolis Advisors
New York
-$8.87M -147,860 Closed

UDR Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2022, worth a combined $18.4B — down 3.6% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new UDR positions and 34 closed out — a net gain of 39 holders — while 202 added to existing stakes and 144 trimmed.

The largest buyer was Vanguard Group, adding an estimated $134M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 501 institutional investors held UDR (UDR) as of Q1 2022, up from 468 in Q4 2021.
  • Funds reported $18.4B of UDR stock for Q1 2022, down 3.6% quarter-over-quarter.
  • 73 funds opened new UDR positions in Q1 2022 and 34 closed out, a net change of +39 holders.
  • The largest UDR buyer in Q1 2022 was Vanguard Group, an estimated $134M added.
  • The largest UDR seller in Q1 2022 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2022.