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311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$17.9M +$7.73M +235,234 +81%
GC
52
Guggenheim Capital
Illinois
$17.8M +$6.33M +192,490 +58%
AIG
53
American International Group
New York
$17.6M +$555K +16,872 +3%
MI
54
Markston International
New York
$17.5M -$1.35M -40,943 -7%
Legal & General Group
55
Legal & General Group
United Kingdom
$17.4M -$794K -24,152 -5%
PHAM
56
Pacific Heights Asset Management
California
$17M
WBC
57
Westpac Banking Corp
Australia
$16.9M +$15.7M +478,500 +2,856%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$16.5M +$682K +20,736 +4%
Renaissance Technologies
59
Renaissance Technologies
New York
$16.4M +$3.79M +115,300 +31%
BlackRock
60
BlackRock
New York
$16.2M +$3.27M +99,334 +26%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$16.2M -$265K -8,052 -2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$15.7M
NFA
63
Nationwide Fund Advisors
Ohio
$15.3M +$143K +4,337 +1%
TCIM
64
TIAA CREF Investment Management
New York
$14.9M +$2.23M +67,948 +18%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.4M -$236K -7,180 -2%
MTB
66
Mizuho Trust & Banking
Japan
$14.1M +$1.22M +37,090 +10%
Swiss National Bank
67
Swiss National Bank
Switzerland
$13.2M +$5.13M +156,000 +67%
Morgan Stanley
68
Morgan Stanley
New York
$13M -$1.22M -37,097 -9%
SO
69
STRS Ohio
Ohio
$12.9M -$772K -23,487 -6%
Two Sigma Investments
70
Two Sigma Investments
New York
$12.8M +$383K +11,664 +3%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$12.4M +$1.06M +32,209 +10%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$12.2M -$964K -29,332 -8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$11.4M -$2.49M -75,713 -18%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$11.3M -$22.6M -687,871 -67%
HSS
75
Harrison Street Securities
Illinois
$10.8M -$1.99M -60,406 -16%

UDR Hedge Fund Activity: Q1 2015 in Review

311 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2015, worth a combined $8.7B — up 14% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UDR and 20 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was AMP Capital Investors, adding an estimated $171M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $97M.

  • 311 institutional investors held UDR (UDR) as of Q1 2015, down from 316 in Q4 2014.
  • Funds reported $8.7B of UDR stock for Q1 2015, up 14% quarter-over-quarter.
  • 20 funds opened new UDR positions in Q1 2015 and 23 closed out, a net change of -3 holders.
  • The largest UDR buyer in Q1 2015 was AMP Capital Investors, an estimated $171M added.
  • The largest UDR seller in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.