UDR
505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.
71% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 38
12% more capital invested
Capital invested by funds: $13.3B → $14.9B (+$1.64B)
5% more funds holding
Funds holding: 480 → 505 (+25)
1.79% more ownership
Funds ownership: 98.12% → 99.91% (+1.8%)
3% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 174
27% less call options, than puts
Call options by funds: $1.42M | Put options by funds: $1.96M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$139M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$119M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$94.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$68.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$103M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$68.2M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$67.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$57.9M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$46.2M |
UDR Hedge Fund Activity: Q3 2024 in Review
505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.
- 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
- Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
- 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
- The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
- The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2024.