UDR
314 hedge funds and large institutions have $9.06B invested in UDR in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 103 reducing their positions, and 31 closing their positions.
31% more call options, than puts
Call options by funds: $452K | Put options by funds: $345K
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 103
10% more capital invested
Capital invested by funds: $8.23B → $9.06B (+$825M)
1.11% more ownership
Funds ownership: 99.41% → 100.53% (+1.1%)
2% less funds holding
Funds holding: 322 → 314 (-8)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$102M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.8M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$51.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$53.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$48.1M |
| 3 |
Bank of New York Mellon
New York
|
-$25.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$15.7M |
UDR Hedge Fund Activity: Q3 2015 in Review
314 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2015, worth a combined $9.06B — up 10% from $8.23B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of UDR and 26 opened new positions — a net loss of 5 holders — while 103 trimmed existing stakes and 114 added.
The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $102M. The largest seller was Invesco, cutting an estimated $53.1M.
- 314 institutional investors held UDR (UDR) as of Q3 2015, down from 322 in Q2 2015.
- Funds reported $9.06B of UDR stock for Q3 2015, up 10% quarter-over-quarter.
- 26 funds opened new UDR positions in Q3 2015 and 31 closed out, a net change of -5 holders.
- The largest UDR buyer in Q3 2015 was Heitman Real Estate Securities, an estimated $102M added.
- The largest UDR seller in Q3 2015 was Invesco, an estimated $53.1M sold.
Based on aggregated 13F filings for Q3 2015.