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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
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$3M +$16.5K +502 +0.6%
LMGAM
127
Liberty Mutual Group Asset Management
Massachusetts
$2.99M +$224K +6,809 +8%
ClearBridge Investments
128
ClearBridge Investments
New York
$2.98M
Korea Investment Corp
129
Korea Investment Corp
South Korea
$2.87M -$493K -15,000 -15%
PDN
130
Pensionfund DSM Netherlands
Netherlands
$2.79M
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$2.71M +$6.64K +202 +0.3%
PSI
132
Pinnacle Summer Investments
Virginia
$2.68M -$22.3K -677 -0.9%
ALA
133
Atherton Lane Advisers
California
$2.63M -$33.9K -1,030 -1%
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
$2.63M -$146K -4,450 -5%
FAF
135
Fjarde Ap-fonden
Sweden
$2.63M -$147K -4,470 -5%
FWCM
136
Ferguson Wellman Capital Management
Oregon
$2.6M +$70.5K +2,145 +3%
DCM
137
Driehaus Capital Management
Illinois
$2.58M -$859K -26,115 -26%
UBS Group
138
UBS Group
Switzerland
$2.57M -$4.46M -135,525 -64%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$2.52M -$101K -3,060 -4%
ARTA
140
A.R.T. Advisors
New York
$2.51M +$850K +25,849 +54%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$2.45M +$251K +7,648 +12%
FM
142
Forward Management
California
$2.38M -$460K -14,000 -17%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.3M +$420K +12,786 +23%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$2.25M -$108K -3,300 -5%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$2.21M -$1.65M -50,247 -44%
M&T Bank
146
M&T Bank
New York
$2.17M
IRF
147
IBM Retirement Fund
New York
$2.11M +$3.94K +120 +0.2%
DC
148
Davenport & Co
Virginia
$2.11M -$154K -4,681 -7%
PA
149
Profund Advisors
Maryland
$2.07M +$207K +6,293 +12%
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$2.07M +$71.2K +2,165 +4%

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.