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UDR
UDR

Overview Fund Activity

504 hedge funds and large institutions have $14.5B invested in UDR in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
68
Increased
182
Reduced
168
Closed
55
Calls
$1.29M
Puts
$1.35M
Net Calls
-$60K
Net Calls Change
+$478K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$567M
2
Invesco
Invesco
Georgia
$327M
3
Northern Trust
Northern Trust
Illinois
$211M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$547M
5
BlackRock
BlackRock
New York
$1.45B

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
$10.6M
2
Millennium Management
Millennium Management
New York
$85.9M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
LBIM
Land & Buildings Investment Management
Connecticut
$0
5
BC
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
501
West Branch Capital
Massachusetts
$131 – – –
HNW
502
High Note Wealth
Minnesota
$130 +$130 +3 New
CFGS
503
Concourse Financial Group Securities
Alabama
$81 – – –
RWS
504
Retirement Wealth Solutions
Wisconsin
$17 – – –
HRES
505
Heitman Real Estate Securities
Illinois
– -$46.8M -1,032,305 Closed
LBIM
506
Land & Buildings Investment Management
Connecticut
– -$28.8M -634,225 Closed
BC
507
Brookfield Corp
Ontario, Canada
– -$27.7M -609,960 Closed
Hudson Bay Capital Management
508
Hudson Bay Capital Management
Connecticut
– -$21.1M -464,654 Closed
Balyasny Asset Management
509
Balyasny Asset Management
Illinois
– -$18.7M -412,616 Closed
LPC
510
Long Pond Capital
New York
– -$18.6M -409,721 Closed
ECM
511
ExodusPoint Capital Management
New York
– -$15.3M -336,796 Closed
BCP
512
BSN Capital Partners
United Kingdom
– -$9.83M -242,314 Closed
Marshall Wace
513
Marshall Wace
United Kingdom
– -$8.21M -181,177 Closed
MNA
514
Manning & Napier Advisors
New York
– -$4.11M -90,705 Closed
EP
515
Edgestream Partners
New Jersey
– -$3.04M -66,994 Closed
HF
516
HRT Financial
New York
– -$2.79M -61,501 Closed
IAIM
517
International Assets Investment Management
Florida
– -$975 -44,228 Closed
PL
518
Perpetual Ltd
Australia
– -$1.64M -36,130 Closed
IG
519
ING Group
Netherlands
– -$1.62M -35,641 Closed
GCM
520
Graham Capital Management
Connecticut
– -$1.37M -30,250 Closed
Arrowstreet Capital
521
Arrowstreet Capital
Massachusetts
– -$1.25M -27,601 Closed
D.E. Shaw & Co
522
D.E. Shaw & Co
New York
– -$908K -20,024 Closed
SRL
523
Scientech Research LLC
New Jersey
– -$826K -18,207 Closed
MM
524
MQS Management
New York
– -$712K -15,710 Closed
SSA
525
Schonfeld Strategic Advisors
New York
– -$640K -14,120 Closed
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