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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PGGM Investments
Netherlands
$19.4M +$8.73M +192,772 +57%
Allianz Asset Management
52
Allianz Asset Management
Germany
$19.1M -$5.69M -125,795 -19%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$19M -$312K -6,900 -1%
Principal Financial Group
54
Principal Financial Group
Iowa
$18.5M +$109K +2,414 +0.5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$18.3M +$1.4M +30,834 +7%
Franklin Resources
56
Franklin Resources
California
$18.2M +$21.5M +474,654 +1,986%
APG Asset Management
57
APG Asset Management
Netherlands
$17.9M +$14.6M +323,024 +192%
Deutsche Bank
58
Deutsche Bank
Germany
$17.9M -$5.73M -126,679 -21%
CCMG
59
Clark Capital Management Group
Pennsylvania
$17.7M -$7.21M -159,188 -25%
CC
60
Carlson Capital
Texas
$17.3M +$21.4M +473,000 New
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$16M +$263K +5,801 +1%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$16M -$103K -2,281 -0.5%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4M +$723K +15,967 +4%
Canada Life
64
Canada Life
Manitoba, Canada
$15.4M +$1.18M +26,024 +7%
Wells Fargo
65
Wells Fargo
California
$15.3M -$11.6M -256,778 -38%
SAM
66
Securian Asset Management
Minnesota
$15.1M -$132K -2,919 -0.7%
National Pension Service
67
National Pension Service
South Korea
$14.9M
SO
68
STRS Ohio
Ohio
$14.9M +$1.51M +33,351 +9%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$13.3M -$27.2K -600 -0.2%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$12.7M -$615K -13,578 -4%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$12.3M -$544K -12,014 -3%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$12.2M -$276K -6,100 -2%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M +$1.82M +40,318 +15%
Nomura Asset Management
74
Nomura Asset Management
Japan
$11.3M +$1.03M +22,717 +8%
WBC
75
Westpac Banking Corp
Australia
$11.2M +$2.03M +44,950 +17%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.