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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
JMPWA
76
JP Morgan Private Wealth Advisors
California
$11.2M -$514K -11,348 -4%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$11.2M -$11.7M -257,728 -42%
AAMU
78
Amundi Asset Management US
Massachusetts
$11M -$1.49M -32,938 -10%
Toronto Dominion Bank
79
Toronto Dominion Bank
Ontario, Canada
$10.6M +$1.55M +34,211 +13%
Prudential Financial
80
Prudential Financial
New Jersey
$10.4M -$1.78M -39,306 -12%
Citigroup
81
Citigroup
New York
$10.3M -$6.84M -151,042 -35%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$9.56M +$4.49M +99,226 +61%
HS
83
Hazelview Securities
Ontario, Canada
$9.35M +$2.11M +46,550 +19%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$9.12M +$173K +3,832 +2%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$9.11M -$4.78M -105,542 -30%
Ameriprise
86
Ameriprise
Minnesota
$8.85M -$8.14M -179,858 -43%
WG
87
Winton Group
United Kingdom
$8.71M -$3.89M -85,983 -27%
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.67M -$966K -21,340 -8%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$8.62M +$521K +11,515 +5%
CIMLRA
90
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.52M +$1.87M +41,400 +22%
UBS Group
91
UBS Group
Switzerland
$8.47M -$16.1M -355,229 -61%
Victory Capital Management
92
Victory Capital Management
Texas
$8.34M +$5.14M +113,532 +99%
PAMU
93
Pictet Asset Management (UK)
United Kingdom
$8.17M +$973K +21,500 +11%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$8.11M +$181K +4,000 +2%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$8.02M -$406K -8,965 -4%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$7.63M
Citadel Advisors
97
Citadel Advisors
Florida
$7.62M +$834K +18,434 +10%
Nordea Investment Management
98
Nordea Investment Management
Sweden
$7M +$65.1K +1,438 +0.7%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$6.84M +$4.89M +107,956 +136%
CIBC Asset Management
100
CIBC Asset Management
Ontario, Canada
$6.73M +$7.07M +156,153 +558%

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.