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424 hedge funds and large institutions have $13.8B invested in UDR in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.56M

41% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 124

11% more capital invested

Capital invested by funds: $12.4B → $13.8B (+$1.36B)

4% more funds holding

Funds holding: 406424 (+18)

1.18% less ownership

Funds ownership: 98.34%97.16% (-1.2%)

Holders
424
Holders Change
+18
Holders Change %
+4.43%
% of All Funds
9.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
52
Increased
175
Reduced
124
Closed
33
Calls
$2.29M
Puts
$1.56M
Net Calls
+$729K
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$7.06M +$6.35M +134,726 +1,227%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$6.79M +$11.4K +242 +0.2%
AIMCA
103
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.78M +$6.59M +139,900 New
DILIC
104
Dai-ichi Life Insurance Company
Japan
$6.67M +$243K +5,161 +4%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$6.63M +$282K +5,981 +5%
ASRS
106
Arizona State Retirement System
Arizona
$6.59M +$218K +4,633 +4%
AG
107
Aperio Group
California
$6.46M +$111K +2,361 +2%
VRS
108
Virginia Retirement Systems
Virginia
$6.32M -$1.01M -21,500 -14%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$6.22M -$149K -3,155 -2%
PHAM
110
Pacific Heights Asset Management
California
$6.06M
ProShare Advisors
111
ProShare Advisors
Maryland
$6M +$1.49M +31,630 +34%
MSL
112
Mackay Shields LLC
New York
$5.98M +$3.5M +74,309 +152%
UBS Group
113
UBS Group
Switzerland
$5.81M -$5.79M -122,845 -51%
OTPPB
114
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.57M -$1.31M -27,827 -19%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$5.47M +$357K +7,570 +7%
Comerica Bank
116
Comerica Bank
Texas
$5.46M +$6.92K +147 +0.1%
AAF
117
Andra AP-fonden
Sweden
$5.42M -$1.51M -32,000 -22%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$5.36M +$108K +2,303 +2%
CGM
119
Capital Growth Management
Massachusetts
$5.33M +$5.18M +110,000 New
MNG
120
Manning & Napier Group
New York
$5.17M -$2.02M -42,985 -29%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$5.1M +$91.2K +1,936 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.93M -$2.76M -58,600 -37%
Aviva
123
Aviva
United Kingdom
$4.9M -$54.3K -1,152 -1%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$4.88M +$72K +1,528 +2%
GC
125
Guggenheim Capital
Illinois
$4.84M +$55.1K +1,169 +1%

UDR Hedge Fund Activity: Q3 2019 in Review

424 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2019, worth a combined $13.8B — up 11% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 33 closed out — a net gain of 19 holders — while 175 added to existing stakes and 124 trimmed.

The largest buyer was Vanguard Group, adding an estimated $99.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $99.1M sold.

  • 424 institutional investors held UDR (UDR) as of Q3 2019, up from 406 in Q2 2019.
  • Funds reported $13.8B of UDR stock for Q3 2019, up 11% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q3 2019 and 33 closed out, a net change of +19 holders.
  • The largest UDR buyer in Q3 2019 was Vanguard Group, an estimated $99.1M added.
  • The largest UDR seller in Q3 2019 was Zimmer Partners, an estimated $99.1M sold.

Based on aggregated 13F filings for Q3 2019.