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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
Squarepoint
501
Squarepoint
New York
-$2.46M -41,040 Closed
EP
502
Edgestream Partners
New Jersey
-$2.12M -35,347 Closed
UOC
503
UBS O'Connor
Illinois
-$2.08M -34,600 Closed
SDIC
504
South Dakota Investment Council
South Dakota
-$1.95M -32,570 Closed
CP
505
Castleview Partners
Texas
-$440 -26,395 Closed
William Blair & Company
506
William Blair & Company
Illinois
-$723K -12,053 Closed
NA
507
NewEdge Advisors
Louisiana
-$603K -10,049 Closed
DA
508
Duality Advisers
Florida
-$507K -8,444 Closed
Impax Asset Management Group
509
Impax Asset Management Group
United Kingdom
-$353K -5,889 Closed
Nomura Holdings
510
Nomura Holdings
Japan
-$312K -5,198 Closed
DTL
511
Dynamic Technology Lab
Singapore
-$309K -5,140 Closed
FHB
512
First Hawaiian Bank
Hawaii
-$249K -4,147 Closed
MC
513
Machina Capital
France
-$246K -4,100 Closed
IC
514
IEQ Capital
California
-$239K -3,990 Closed
MW
515
Marcum Wealth
Ohio
-$236K -3,926 Closed
B
516
Bailard
California
-$223K -3,713 Closed
AIS
517
American Investment Services
Massachusetts
-$212K -3,530 Closed
LFA
518
Legend Financial Advisors
Pennsylvania
-$210K -3,500 Closed
HCM
519
Howard Capital Management
Georgia
-$207K -3,448 Closed
OPCM
520
Osborne Partners Capital Management
California
-$205K -3,414 Closed
ACP
521
Arcus Capital Partners
Georgia
-$204K -3,395 Closed
EWM
522
Evermay Wealth Management
Virginia
-$48K -800 Closed
FPWM
523
FSB Premier Wealth Management
Iowa
-$22K -370 Closed
CCM
524
Chilton Capital Management
Texas
-$18K -308 Closed
TAM
525
Tucker Asset Management
Colorado
-$8.38K -140 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.