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UDR
UDR

460 hedge funds and large institutions have $12.4B invested in UDR in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

30% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $5M

28% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 58

9% more capital invested

Capital invested by funds: $11.4B → $12.4B (+$985M)

3% more funds holding

Funds holding: 448 → 460 (+12)

1.28% more ownership

Funds ownership: 97.13% → 98.41% (+1.3%)

13% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 173

Holders
460
Holders Change
+12
Holders Change %
+2.68%
% of All Funds
6.71%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
74
Increased
150
Reduced
173
Closed
58
Calls
$6.5M
Puts
$5M
Net Calls
+$1.5M
Net Calls Change
+$4.56M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$105M
2
Invesco
Invesco
Georgia
+$103M
3
Norges Bank
Norges Bank
Norway
+$102M
4
CIM
Centersquare Investment Management
Pennsylvania
+$74.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$227M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$56M
4
Northern Trust
Northern Trust
Illinois
-$40.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
501
Banque Cantonale Vaudoise
Switzerland
– -$175K -4,900 Closed
SOW
502
State of Wyoming
Wyoming
– -$160K -4,473 Closed
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
– -$136K -3,816 Closed
CA
504
Clearstead Advisors
Ohio
– -$84.8K -2,377 Closed
SIM
505
Sentry Investment Management
Wisconsin
– -$63K -1,778 Closed
HL
506
HeadInvest LLC
Maine
– -$19K -540 Closed
UB
507
UMB Bank
Missouri
– -$13.2K -371 Closed
IA
508
IFP Advisors
Florida
– -$12.7K -356 Closed
RTC
509
Riverview Trust Company
Washington
– -$11.5K -322 Closed
BAAM
510
Baker Avenue Asset Management
California
– -$9.56K -268 Closed
WTG
511
West Tower Group
Virginia
– -$5.17K -145 Closed
EARNEST Partners
512
EARNEST Partners
Georgia
– -$4.57K -128 Closed
CAL
513
Capital Advisors Ltd
Ohio
– -$4K -100 Closed
TWC
514
TD Waterhouse Canada
Ontario, Canada
– -$4.76K -99 Closed
NC
515
NewSquare Capital
Pennsylvania
– -$1.78K -50 Closed
UFF
516
USA Financial Formulas
Michigan
– -$499 -14 Closed
PCTC
517
Perkins Coie Trust Company
Washington
– -$142 -4 Closed
17 18 19 20
21

UDR Hedge Fund Activity: Q4 2023 in Review

460 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2023, worth a combined $12.4B — up 8.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new UDR positions and 58 closed out — a net gain of 16 holders — while 150 added to existing stakes and 173 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was JP Morgan Chase, cutting an estimated $227M.

  • 460 institutional investors held UDR (UDR) as of Q4 2023, up from 448 in Q3 2023.
  • Funds reported $12.4B of UDR stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 74 funds opened new UDR positions in Q4 2023 and 58 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest UDR seller in Q4 2023 was JP Morgan Chase, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2023.