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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$14M -$5.06M -112,307 -26%
AAMU
77
Amundi Asset Management US
Massachusetts
$13.3M -$3.9M -86,640 -23%
SG Americas Securities
78
SG Americas Securities
New York
$12.7M -$612K -13,591 -5%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$12.2M -$6.93M -153,829 -36%
Nomura Asset Management
80
Nomura Asset Management
Japan
$11.7M +$414K +9,188 +4%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$345K -7,665 -3%
Prudential Financial
82
Prudential Financial
New Jersey
$11.5M +$185K +4,109 +2%
UBS Group
83
UBS Group
Switzerland
$10.9M +$4.51M +100,094 +70%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$10.6M +$243K +5,399 +2%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$10M +$8.41M +186,723 +72%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$9.84M +$78.4K +1,741 +0.8%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$9.77M -$1.27M -28,228 -11%
First Trust Advisors
88
First Trust Advisors
Illinois
$9.36M -$1.3M -28,882 -12%
PAMU
89
Pictet Asset Management (UK)
United Kingdom
$8.49M -$675K -15,000 -7%
Ameriprise
90
Ameriprise
Minnesota
$8.31M -$279K -6,191 -3%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$7.85M +$1.13M +25,162 +17%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$7.49M -$512K -11,379 -6%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$7.45M +$800K +17,768 +12%
BCIM
94
British Columbia Investment Management
British Columbia, Canada
$7.44M -$34.5K -766 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
95
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.2M -$11.1M -246,600 -61%
WBC
96
Westpac Banking Corp
Australia
$7.07M +$87.3K +1,938 +1%
RPI
97
Railway Pension Investments
United Kingdom
$6.93M
VRS
98
Virginia Retirement Systems
Virginia
$6.81M +$1.24M +27,500 +22%
MNG
99
Manning & Napier Group
New York
$6.72M
USAA
100
United Services Automobile Association
Texas
$6.56M +$2.54M +56,496 +63%

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.