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UDR
UDR

Overview Fund Activity

500 hedge funds and large institutions have $13.6B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 39 closing their positions.

Holders
500
Holders Change
+22
Holders Change %
+4.6%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
64
Increased
177
Reduced
173
Closed
39
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$361M
2
UBS AM
2
UBS AM
Illinois
$140M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$517M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.39B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Invesco
3
Invesco
Georgia
$178M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$421M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
476
Prestige Wealth Management Group
New Jersey
$1.81K 40 – –
GBT
477
Grove Bank & Trust
Florida
$1.81K 40 +40 New
TFM
478
TFC Financial Management
Massachusetts
$1.77K 39 – –
VCM
479
Versant Capital Management
Arizona
$1.63K 36 – –
MA
480
MCF Advisors
Kentucky
$1.27K 28 – –
SWM
481
Spire Wealth Management
Virginia
$1.13K 25 +5 +25%
AWM
482
Abound Wealth Management
Tennessee
$1.05K 23 – –
CAL
483
Capital Advisors Ltd
Ohio
$1K 22 – –
AWM
484
Avior Wealth Management
Nebraska
$997 22 +6 +38%
IAIM
485
International Assets Investment Management
Florida
$975 44,228 +43,253 +4,436%
CWC
486
Carolinas Wealth Consulting
North Carolina
$681 15 +10 +200%
BIA
487
Bell Investment Advisors
California
$635 14 – –
WPA
488
West Paces Advisors
Georgia
$453 10 – –
NL
489
NVWM LLC
Pennsylvania
$453 10 – –
ZB
490
Zions Bancorporation
Utah
$317 7 -74 -91%
BWP
491
Baldwin Wealth Partners
Massachusetts
$272 6 +6 New
CAM
492
Creekmur Asset Management
Illinois
$181 4 – –
RWM
493
Reston Wealth Management
Virginia
$168 4 +4 New
WBC
494
West Branch Capital
Massachusetts
$137 3 +3 New
MFG
495
Mendota Financial Group
Wisconsin
$91 2 +2 New
FPFS
496
First Personal Financial Services
North Carolina
$91 2 +2 New
WA
497
WestEnd Advisors
North Carolina
$91 2 +2 New
CFGS
498
Concourse Financial Group Securities
Alabama
$90 2 – –
Norges Bank
499
Norges Bank
Norway
– – -27,888,220 Closed
Citadel Advisors
500
Citadel Advisors
Florida
– – -2,393,463 Closed
18 19
20
21 22