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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$9.71M +$681K +14,835 +7%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.7M -$553K -12,042 -5%
Fidelity International
103
Fidelity International
Bermuda
$9.56M +$1.9M +41,400 +22%
SAM
104
Storebrand Asset Management
Norway
$9.39M
UBS Group
105
UBS Group
Switzerland
$9.24M +$3.85M +83,929 +61%
Calamos Advisors
106
Calamos Advisors
Illinois
$8.77M
WBC
107
Westpac Banking Corp
Australia
$8.75M -$7.61M -165,890 -44%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$8.54M +$291K +6,337 +3%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$8.21M +$566K +12,327 +7%
Wells Fargo
110
Wells Fargo
California
$7.88M -$1.32M -28,665 -13%
ECM
111
ExodusPoint Capital Management
New York
$7.83M +$8.61M +187,733 New
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$7.79M +$268K +5,841 +3%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$7.58M -$925K -20,161 -10%
GC
114
Guggenheim Capital
Illinois
$7.24M +$437K +9,518 +6%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$6.97M -$596K -12,983 -7%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$6.95M +$439K +9,567 +6%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$6.89M +$533K +11,608 +8%
SSA
118
Schonfeld Strategic Advisors
New York
$6.84M -$2.75M -59,976 -27%
DSA
119
Davis Selected Advisers
Arizona
$6.83M
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$6.76M +$949K +20,683 +15%
AAF
121
Andra AP-fonden
Sweden
$6.61M +$174K +3,800 +2%
BIC
122
B&I Capital
Switzerland
$6.52M -$683K -14,890 -9%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$6.47M -$704K -15,345 -9%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$6.31M +$234K +5,099 +3%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$5.97M +$209K +4,560 +3%

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.