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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$3.8M +$21.7K +480 +0.5%
Aviva
127
Aviva
United Kingdom
$3.74M +$31.5K +695 +0.7%
PHAM
128
Pacific Heights Asset Management
California
$3.65M -$1.13M -25,000 -20%
ProShare Advisors
129
ProShare Advisors
Maryland
$3.62M -$2.51M -55,366 -36%
Truist Financial
130
Truist Financial
North Carolina
$3.47M +$130K +2,876 +3%
PP
131
Palladium Partners
Virginia
$3.12M -$44K -973 -1%
GAM
132
Gotham Asset Management
New York
$2.99M +$2.21M +48,899 +149%
AAM
133
Advisors Asset Management
Colorado
$2.91M +$572K +12,644 +19%
MNG
134
Manning & Napier Group
New York
$2.88M -$3.01M -66,594 -46%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$2.83M +$1.07M +23,736 +45%
VanEck Associates
136
VanEck Associates
New York
$2.8M +$99.6K +2,200 +3%
MSL
137
Mackay Shields LLC
New York
$2.79M +$576K +12,723 +20%
MIM
138
MetLife Investment Management
New Jersey
$2.76M -$105K -2,311 -3%
CAM
139
ClariVest Asset Management
California
$2.76M +$201K +4,430 +6%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$2.7M -$1.91M -42,094 -36%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$2.67M +$478K +10,553 +17%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$2.67M -$11.7M -259,016 -78%
HWA
143
Heritage Wealth Advisors
Virginia
$2.53M -$54.8K -1,211 -2%
XK
144
Xact Kapitalforvaltning
Sweden
$2.52M +$349K +7,715 +13%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$2.51M -$9.19K -203 -0.3%
AUB
146
Atlantic Union Bankshares
Virginia
$2.5M +$4.8K +106 +0.2%
PG
147
Pendal Group
Australia
$2.47M -$702K -15,500 -19%
SOMRS
148
State of Michigan Retirement System
Michigan
$2.46M -$167K -3,700 -5%
SAM
149
Shell Asset Management
Netherlands
$2.45M -$127K -2,812 -4%
URS
150
Utah Retirement Systems
Utah
$2.44M +$4.53K +100 +0.1%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.