UDR
437 hedge funds and large institutions have $13.6B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 50 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 128
10% more capital invested
Capital invested by funds: $12.3B → $13.6B (+$1.28B)
1.5% more ownership
Funds ownership: 98.76% → 100.26% (+1.5%)
4% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $2.71M
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
2% less funds holding
Funds holding: 444 → 437 (-7)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
Cohen & Steers
New York
|
+$120M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$106M |
| 4 |
State Street
Boston,
Massachusetts
|
+$95.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$88.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$91.9M |
| 2 |
Morgan Stanley
New York
|
-$83.3M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$77.1M |
| 4 |
LPC
Long Pond Capital
New York
|
-$73.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$50M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3IP
476
3Chopt Investment Partners
Richmond,
Virginia
| – | -$131K | -3,371 | Closed |
|
|
NA
477
NewEdge Advisors
New Orleans,
Louisiana
| – | -$122K | -3,147 | Closed |
|
478
Capstone Investment Advisors
New York
| – | -$97.7K | -2,523 | Closed |
|
|
RBC
479
Romano Brothers & Co
Evanston,
Illinois
| – | -$42.6K | -1,100 | Closed |
|
|
AAMA
480
Advanced Asset Management Advisors
Dublin,
Ohio
| – | -$14.7K | -380 | Closed |
|
|
CS
481
Comerica Securities
Detroit,
Michigan
| – | -$14.1K | -365 | Closed |
|
482
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$14K | -365 | Closed |
|
|
QL
483
Quarry LP
New York
| – | -$10.9K | -282 | Closed |
|
|
MPCL
484
My Personal CFO LLC
Vancouver,
Washington
| – | -$6.86K | -177 | Closed |
|
|
BHWM
485
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$2.79K | -72 | Closed |
|
|
AWM
486
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$1.55K | -40 | Closed |
|
UDR Hedge Fund Activity: Q1 2023 in Review
437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2023, worth a combined $13.6B — up 10% from $12.3B a quarter earlier.
Fund positioning in UDR was balanced in Q1 2023: 50 funds opened new positions, 50 closed out, 181 added to existing stakes and 128 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Janus Henderson Group, cutting an estimated $91.9M.
- 437 institutional investors held UDR (UDR) as of Q1 2023, down from 444 in Q4 2022.
- Funds reported $13.6B of UDR stock for Q1 2023, up 10% quarter-over-quarter.
- 50 funds opened new UDR positions in Q1 2023 and 50 closed out, a net change of 0 holders.
- The largest UDR buyer in Q1 2023 was JP Morgan Chase, an estimated $133M added.
- The largest UDR seller in Q1 2023 was Janus Henderson Group, an estimated $91.9M sold.
Based on aggregated 13F filings for Q1 2023.