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360 hedge funds and large institutions have $9.93B invested in UDR in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

39,400% more call options, than puts

Call options by funds: $395K | Put options by funds: $1K

68% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 93

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 361360 (-1)

0.96% less ownership

Funds ownership: 98.63%97.67% (-0.96%)

3% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$339M)

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
156
Reduced
93
Closed
26
Calls
$395K
Puts
$1K
Net Calls
+$394K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$17.5M -$1.76M -45,319 -9%
JP Morgan Chase
52
JP Morgan Chase
New York
$17.2M +$14.4M +371,406 +459%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$17M +$1.55K +40 +0%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$16.9M +$3.46M +89,280 +25%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1M +$166K +4,284 +1%
Principal Financial Group
56
Principal Financial Group
Iowa
$15.6M -$405K -10,448 -2%
Ameriprise
57
Ameriprise
Minnesota
$15.5M +$910K +23,479 +6%
GCA
58
GSI Capital Advisors
California
$15.4M +$5.71M +147,300 +57%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$15.1M +$1.28M +33,032 +9%
Barclays
60
Barclays
United Kingdom
$14.3M +$3.8M +98,039 +35%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$14.1M -$155K -4,000 -1%
SO
62
STRS Ohio
Ohio
$14.1M -$310K -7,988 -2%
Canada Life
63
Canada Life
Manitoba, Canada
$14.1M +$333K +8,581 +2%
Prudential Financial
64
Prudential Financial
New Jersey
$14M +$74.1K +1,910 +0.5%
PPA
65
Parametric Portfolio Associates
Washington
$13.5M +$1.3M +33,449 +10%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$13M +$479K +12,359 +4%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$12.8M -$20.9M -539,996 -62%
Lazard Asset Management
68
Lazard Asset Management
New York
$12.7M +$1.61M +41,411 +14%
WMSA
69
Weiss Multi-Strategy Advisers
New York
$12.5M +$143K +3,699 +1%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$12.4M +$4.47M +115,209 +55%
Citigroup
71
Citigroup
New York
$11.8M +$2.17M +56,072 +22%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M +$456K +11,769 +4%
MAM
73
Martingale Asset Management
Massachusetts
$10.2M +$8.94M +230,546 +608%
TIAAOA
74
Teachers Insurance & Annuity Association of America
New York
$10.1M
CIMLRA
75
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.93M -$208M -5,367,689 -95%

UDR Hedge Fund Activity: Q3 2017 in Review

360 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2017, worth a combined $9.93B — down 3.3% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 26 closed out — a net gain of 4 holders — while 156 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $208M.

  • 360 institutional investors held UDR (UDR) as of Q3 2017, down from 361 in Q2 2017.
  • Funds reported $9.93B of UDR stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2017 and 26 closed out, a net change of +4 holders.
  • The largest UDR buyer in Q3 2017 was Morgan Stanley, an estimated $60.3M added.
  • The largest UDR seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2017.