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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$17.5M +$2.66M +77,729 +19%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$17.2M -$152K -4,426 -0.9%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$16.3M -$864K -25,210 -5%
SO
54
STRS Ohio
Ohio
$16.3M +$312K +9,119 +2%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.2M +$925K +26,987 +7%
Principal Financial Group
56
Principal Financial Group
Iowa
$14.5M -$33.5K -977 -0.2%
TA
57
Teachers Advisors
New York
$14.5M +$1.44M +41,977 +12%
Deutsche Bank
58
Deutsche Bank
Germany
$14.1M -$12.9M -375,755 -49%
Lazard Asset Management
59
Lazard Asset Management
New York
$13.6M +$3.22M +93,838 +34%
Ameriprise
60
Ameriprise
Minnesota
$13.6M -$29.1M -849,693 -70%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$13.5M -$182K -5,300 -1%
SAM
62
Securian Asset Management
Minnesota
$13.5M +$11.5M +335,736 +961%
BJ
63
BlackRock Japan
Japan
$13.4M -$286K -8,350 -2%
Prudential Financial
64
Prudential Financial
New Jersey
$13.4M -$260K -7,580 -2%
Canada Life
65
Canada Life
Manitoba, Canada
$13.4M +$529K +15,449 +4%
MI
66
Markston International
New York
$13.3M -$29.5K -860 -0.2%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$13.1M +$2.7M +78,900 +28%
JHIU
68
Janus Henderson Investors US
Colorado
$12.3M -$46.2M -1,348,669 -80%
Wellington Management Group
69
Wellington Management Group
Massachusetts
$10.9M +$4.13M +120,527 +68%
PPA
70
Parametric Portfolio Associates
Washington
$10.5M +$1.07M +31,175 +12%
TIAAOA
71
Teachers Insurance & Annuity Association of America
New York
$10.2M -$85.2K -2,488 -0.9%
JP Morgan Chase
72
JP Morgan Chase
New York
$10.1M -$3.39M -98,987 -26%
PHAM
73
Pacific Heights Asset Management
California
$10M -$4.28M -125,000 -31%
Credit Agricole
74
Credit Agricole
France
$9.96M +$2.39M +69,665 +34%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.91M +$7.33K +214 +0.1%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.