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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
SCM
126
Stevens Capital Management
Pennsylvania
$1.91M +$923K +37,930 +89%
MIM
127
Merit Investment Management
Delaware
$1.89M -$935K -38,400 -33%
LMGAM
128
Liberty Mutual Group Asset Management
Massachusetts
$1.85M -$614K -25,218 -24%
IOOF
129
Independent Order of Foresters
Ontario, Canada
$1.8M +$557K +22,900 +43%
GCA
130
GSI Capital Advisors
California
$1.77M +$1.82M +74,800 New
FWCM
131
Ferguson Wellman Capital Management
Oregon
$1.77M +$1.82M +74,696 New
Macquarie Group
132
Macquarie Group
Australia
$1.74M -$2.04M -83,889 -53%
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$1.72M -$87.6K -3,600 -5%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.7M +$1.54M +63,389 +758%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$1.64M +$625K +25,664 +59%
Jane Street
136
Jane Street
New York
$1.53M +$1.57M +64,658 New
1IC
137
1919 Investment Counsel
Maryland
$1.5M -$13.1K -540 -0.8%
LFFS
138
La Francaise Forum Securities
Connecticut
$1.48M +$21.9K +900 +1%
KBC Group
139
KBC Group
Belgium
$1.46M -$425K -17,466 -22%
SAM
140
Shell Asset Management
Netherlands
$1.45M +$273K +11,226 +22%
AQR Capital Management
141
AQR Capital Management
Connecticut
$1.4M -$190K -7,800 -12%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M -$110K -4,500 -7%
GH
143
GAM Holding
Switzerland
$1.37M +$146K +6,000 +12%
PA
144
Profund Advisors
Maryland
$1.34M +$292K +12,003 +27%
BC
145
BMI Capital
New York
$1.28M -$12.2K -500 -0.9%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.28M – – –
WFM
147
Wilmington Funds Management
Delaware
$1.19M – – –
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$1.15M – – –
URS
149
Utah Retirement Systems
Utah
$1.06M -$9.74K -400 -0.9%
CAM
150
Capstone Asset Management
Texas
$1.01M +$40.5K +1,662 +4%
4 5
6
7 8

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.