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UDR
UDR

265 hedge funds and large institutions have $5.64B invested in UDR in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $178K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 261 → 265 (+4)

0.03% less ownership

Funds ownership: 95.04% → 95.01% (-0.03%)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

8% less capital invested

Capital invested by funds: $6.1B → $5.64B (-$463M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
8.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
25
Increased
87
Reduced
96
Closed
19
Calls
$1.58M
Puts
$178K
Net Calls
+$1.4M
Net Calls Change
-$4.63M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$72M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.8M
4
Goldman Sachs
Goldman Sachs
New York
+$18.1M
5
SAMC
Shinko Asset Management Company
Japan
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$149M
2
American Century Companies
American Century Companies
Missouri
-$34.2M
3
BC
Brookfield Corp
Ontario, Canada
-$31.4M
4
N
Nuveen
North Carolina
-$23.1M
5
AAMU
APG Asset Management US
New York
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$3.24M +$1.51M +61,989 +83%
GC
102
Guggenheim Capital
Illinois
$3.09M +$263K +10,799 +9%
SM
103
Stratton Management
Pennsylvania
$2.77M +$38.9K +1,600 +1%
PDN
104
Pensionfund DSM Netherlands
Netherlands
$2.77M – – –
SOMRS
105
State of Michigan Retirement System
Michigan
$2.77M +$36.5K +1,500 +1%
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$2.75M +$936K +38,463 +50%
WA
107
WFG Advisors
Texas
$2.62M – – –
U
108
UBS
Switzerland
$2.62M -$3.15M -129,536 -54%
Nomura Asset Management
109
Nomura Asset Management
Japan
$2.57M -$8.76K -360 -0.3%
IRF
110
IBM Retirement Fund
New York
$2.52M -$319K -13,122 -11%
IGIM
111
I.G. Investment Management
Manitoba, Canada
$2.52M +$262K +10,762 +11%
PI
112
Placemark Investments
Illinois
$2.51M +$352K +14,453 +16%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$2.44M -$17K -700 -0.7%
First Trust Advisors
114
First Trust Advisors
Illinois
$2.39M -$2.11M -86,680 -46%
MSA
115
Mason Street Advisors
Wisconsin
$2.36M +$35K +1,440 +1%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$2.33M -$1.37M -56,200 -36%
FM
117
Forward Management
California
$2.29M – – –
SMDAM
118
Sumitomo Mitsui DS Asset Management
Japan
$2.27M -$118K -4,851 -5%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.23M +$148K +6,100 +7%
FAF
120
Fjarde Ap-fonden
Sweden
$2.16M -$103K -4,247 -4%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$2.08M – – –
MAM
122
Mizuho Asset Management
Japan
$2.04M +$19.4K +797 +0.9%
Citigroup
123
Citigroup
New York
$2.01M -$2.39M -98,379 -54%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.93M -$826K -33,922 -29%
JHIU
125
Janus Henderson Investors US
Colorado
$1.92M -$1.31M -53,615 -40%
3 4
5
6 7

UDR Hedge Fund Activity: Q3 2013 in Review

265 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2013, worth a combined $5.64B — down 7.6% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UDR positions and 19 closed out — a net gain of 6 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $72M. The largest seller was Deutsche Bank, cutting an estimated $149M.

  • 265 institutional investors held UDR (UDR) as of Q3 2013, up from 261 in Q2 2013.
  • Funds reported $5.64B of UDR stock for Q3 2013, down 7.6% quarter-over-quarter.
  • 25 funds opened new UDR positions in Q3 2013 and 19 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q3 2013 was Cohen & Steers, an estimated $72M added.
  • The largest UDR seller in Q3 2013 was Deutsche Bank, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2013.