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311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
Palladium Partners
Virginia
$4.77M -$252K -7,679 -5%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$4.73M -$469K -14,272 -9%
Nomura Asset Management
103
Nomura Asset Management
Japan
$4.71M +$412K +12,520 +10%
CPC
104
Cookson Peirce & Co
Pennsylvania
$4.7M +$2.22M +67,400 +95%
CCA
105
Catalyst Capital Advisors
New York
$4.66M +$2.2M +67,000 +96%
Credit Agricole
106
Credit Agricole
France
$4.57M +$218K +6,630 +5%
AL
107
AJO LP
Pennsylvania
$4.41M +$88.8K +2,700 +2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$4.1M +$972K +29,567 +32%
SOMRS
109
State of Michigan Retirement System
Michigan
$3.99M -$138K -4,200 -3%
SM
110
Stratton Management
Pennsylvania
$3.97M
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$3.97M +$3.42M +103,904 +812%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$3.94M +$658K +20,000 +21%
SG Americas Securities
113
SG Americas Securities
New York
$3.85M +$1.19M +36,072 +47%
WA
114
WFG Advisors
Texas
$3.77M
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$3.76M
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$3.75M +$464K +14,100 +15%
MSA
117
Mason Street Advisors
Wisconsin
$3.55M +$145K +4,412 +4%
N
118
Nuveen
North Carolina
$3.48M -$13.6M -414,403 -80%
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$3.23M +$52.6K +1,600 +2%
AAF
120
Andra AP-fonden
Sweden
$3.23M -$1.62M -49,200 -34%
AQR Capital Management
121
AQR Capital Management
Connecticut
$3.21M +$1.8M +54,600 +137%
HI
122
Honeywell International
North Carolina
$3.2M -$193K -5,870 -6%
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$3.08M +$429K +13,052 +17%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$3.07M +$148K +4,500 +5%
Citigroup
125
Citigroup
New York
$3.04M +$1.81M +55,020 +160%

UDR Hedge Fund Activity: Q1 2015 in Review

311 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2015, worth a combined $8.7B — up 14% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UDR and 20 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was AMP Capital Investors, adding an estimated $171M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $97M.

  • 311 institutional investors held UDR (UDR) as of Q1 2015, down from 316 in Q4 2014.
  • Funds reported $8.7B of UDR stock for Q1 2015, up 14% quarter-over-quarter.
  • 20 funds opened new UDR positions in Q1 2015 and 23 closed out, a net change of -3 holders.
  • The largest UDR buyer in Q1 2015 was AMP Capital Investors, an estimated $171M added.
  • The largest UDR seller in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.