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UDR
UDR

316 hedge funds and large institutions have $7.6B invested in UDR in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

13% more capital invested

Capital invested by funds: $6.75B → $7.6B (+$850M)

5% more funds holding

Funds holding: 302 → 316 (+14)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.84% less ownership

Funds ownership: 98.51% → 96.67% (-1.8%)

35% less call options, than puts

Call options by funds: $182K | Put options by funds: $278K

Holders
316
Holders Change
+14
Holders Change %
+4.64%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
108
Reduced
107
Closed
22
Calls
$182K
Puts
$278K
Net Calls
-$96K
Net Calls Change
-$151K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$24.4M
4
JHIU
Janus Henderson Investors US
Colorado
+$23.6M
5
Northern Trust
Northern Trust
Illinois
+$18.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$39.8M
2
Invesco
Invesco
Georgia
-$33.1M
3
O
OppenheimerFunds
New York
-$30M
4
Norges Bank
Norges Bank
Norway
-$25M
5
SAMC
Shinko Asset Management Company
Japan
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$2.64M +$318K +10,600 +14%
FM
127
Forward Management
California
$2.59M – – –
KBC Group
128
KBC Group
Belgium
$2.56M +$2.23M +74,338 +857%
PSI
129
Pinnacle Summer Investments
Virginia
$2.55M +$152K +5,078 +7%
Wells Fargo
130
Wells Fargo
California
$2.52M +$277K +9,253 +13%
PDN
131
Pensionfund DSM Netherlands
Netherlands
$2.52M -$540K -18,000 -18%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$2.52M +$313K +10,450 +15%
FAF
133
Fjarde Ap-fonden
Sweden
$2.52M – – –
LMGAM
134
Liberty Mutual Group Asset Management
Massachusetts
$2.5M -$24.5K -819 -1%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$2.47M -$80K -2,668 -3%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$2.45M -$4.11K -137 -0.2%
ALA
137
Atherton Lane Advisers
California
$2.42M -$2.46K -82 -0.1%
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$2.38M +$224K +7,464 +11%
SG Americas Securities
139
SG Americas Securities
New York
$2.38M +$285K +9,497 +14%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$2.38M -$73.1K -2,440 -3%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$2.31M – – –
FWCM
142
Ferguson Wellman Capital Management
Oregon
$2.28M +$79.9K +2,665 +4%
CPC
143
Cookson Peirce & Co
Pennsylvania
$2.17M +$599K +20,000 +40%
CCA
144
Catalyst Capital Advisors
New York
$2.16M +$599K +20,000 +40%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$2.14M +$36K +1,200 +2%
DC
146
Davenport & Co
Virginia
$2.05M +$959 +32 +0%
Robeco Institutional Asset Management
147
Robeco Institutional Asset Management
Netherlands
$1.99M – – –
M&T Bank
148
M&T Bank
New York
$1.97M -$102K -3,400 -5%
IRF
149
IBM Retirement Fund
New York
$1.91M +$258K +8,621 +16%
Arrowstreet Capital
150
Arrowstreet Capital
Massachusetts
$1.91M +$1.86M +61,971 New
4 5
6
7 8

UDR Hedge Fund Activity: Q4 2014 in Review

316 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2014, worth a combined $7.6B — up 13% from $6.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new UDR positions and 22 closed out — a net gain of 17 holders — while 108 added to existing stakes and 107 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.8M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $39.8M.

  • 316 institutional investors held UDR (UDR) as of Q4 2014, up from 302 in Q3 2014.
  • Funds reported $7.6B of UDR stock for Q4 2014, up 13% quarter-over-quarter.
  • 39 funds opened new UDR positions in Q4 2014 and 22 closed out, a net change of +17 holders.
  • The largest UDR buyer in Q4 2014 was Fidelity Investments, an estimated $45.8M added.
  • The largest UDR seller in Q4 2014 was CBRE Investment Management Listed Real Assets, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2014.