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292 hedge funds and large institutions have $7.07B invested in UDR in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more capital invested

Capital invested by funds: $6.2B → $7.07B (+$870M)

2.55% more ownership

Funds ownership: 95.6%98.15% (+2.5%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 292292 (0)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
292
Holders Change
Holders Change %
0%
% of All Funds
8.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
30
Increased
97
Reduced
110
Closed
29
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$14.5M -$329K -12,233 -2%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$14.3M +$1.25M +46,300 +10%
Legal & General Group
53
Legal & General Group
United Kingdom
$14.1M +$13.3M +492,503 New
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$13.9M +$700K +25,988 +6%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M -$534K -19,830 -4%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$13.2M
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$13.1M +$78.1K +2,900 +0.6%
NFA
58
Nationwide Fund Advisors
Ohio
$12.6M -$186K -6,925 -2%
MAA
59
Managed Account Advisors
New Jersey
$12.5M -$429K -15,945 -4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$12.4M -$6.74M -250,213 -37%
SO
61
STRS Ohio
Ohio
$12.2M +$698K +25,930 +6%
TCIM
62
TIAA CREF Investment Management
New York
$11.9M +$535K +19,872 +5%
Morgan Stanley
63
Morgan Stanley
New York
$11.6M -$11.8M -438,275 -52%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$11.1M -$75.2K -2,793 -0.7%
MTB
65
Mizuho Trust & Banking
Japan
$10.8M -$93.6K -3,476 -0.9%
ACI
66
AMP Capital Investors
Australia
$10.6M -$261K -9,700 -3%
APG Asset Management
67
APG Asset Management
Netherlands
$9.91M +$571K +21,221 +7%
BlackRock
68
BlackRock
New York
$9.86M +$270K +10,029 +3%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.57M -$1.21M -45,093 -12%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$9.27M -$980K -36,397 -10%
MNA
71
Manning & Napier Advisors
New York
$8.86M -$1.22M -45,427 -13%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$8.74M +$8.22M +305,181 New
HSS
73
Harrison Street Securities
Illinois
$8.66M +$373K +13,843 +5%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$8.57M +$364K +13,526 +5%
BJ
75
BlackRock Japan
Japan
$7.8M -$926K -34,377 -11%

UDR Hedge Fund Activity: Q2 2014 in Review

292 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2014, worth a combined $7.07B — up 14% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 29 closed out — a net gain of 1 holder — while 97 added to existing stakes and 110 trimmed.

The largest buyer was Norges Bank, adding an estimated $56.5M. The largest seller was Cohen & Steers, cutting an estimated $31.4M.

  • 292 institutional investors held UDR (UDR) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $7.07B of UDR stock for Q2 2014, up 14% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q2 2014 and 29 closed out, a net change of +1 holder.
  • The largest UDR buyer in Q2 2014 was Norges Bank, an estimated $56.5M added.
  • The largest UDR seller in Q2 2014 was Cohen & Steers, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2014.