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292 hedge funds and large institutions have $6.2B invested in UDR in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

77% more call options, than puts

Call options by funds: $406K | Put options by funds: $230K

5% more funds holding

Funds holding: 277292 (+15)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

6.52% less ownership

Funds ownership: 102.12%95.6% (-6.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
35
Increased
103
Reduced
106
Closed
17
Calls
$406K
Puts
$230K
Net Calls
+$176K
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
151
Virginia Retirement Systems
Virginia
$1.36M +$641K +25,599 +94%
WFM
152
Wilmington Funds Management
Delaware
$1.32M +$67.6K +2,700 +6%
SOAMC
153
Spirit of America Management Corp
New York
$1.29M -$1.25M -50,000 -50%
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$1.29M +$1.25M +50,000 New
IOOF
155
Independent Order of Foresters
Ontario, Canada
$1.27M -$300K -12,000 -20%
HI
156
Honeywell International
North Carolina
$1.26M +$1.22M +48,900 New
CPS
157
Counsel Portfolio Services
Ontario, Canada
$1.21M +$125K +5,000 +12%
ACI
158
Advance Capital I
Michigan
$1.2M +$435K +17,400 +60%
URS
159
Utah Retirement Systems
Utah
$1.16M +$7.51K +300 +0.7%
AG
160
Aperio Group
California
$1.07M +$1.03M +41,254 New
SAM
161
Shell Asset Management
Netherlands
$1.05M
PSI
162
Pinnacle Summer Investments
Virginia
$1.03M -$6.61K -264 -0.7%
DG
163
Davidson & Garrard
Virginia
$1.02M +$501 +20 +0.1%
DHFB
164
Dixon Hubard Feinour & Brown
Virginia
$1.01M -$27K -1,080 -3%
RA
165
RMR Advisors
Massachusetts
$1.01M
AIP
166
Ameritas Investment Partners
Nebraska
$991K -$28.3K -1,130 -3%
AA
167
ALPS Advisors
Colorado
$976K -$56K -2,236 -6%
Canada Life
168
Canada Life
Manitoba, Canada
$975K +$75.3K +3,007 +9%
BA
169
BlackRock Advisors
Delaware
$974K +$34.5K +1,377 +4%
PI
170
Placemark Investments
Illinois
$973K -$1.97M -78,731 -68%
HCM
171
Highbridge Capital Management
New York
$970K +$940K +37,555 New
PAM
172
Princeton Alpha Management
New Jersey
$945K +$915K +36,571 New
GCP
173
GSA Capital Partners
United Kingdom
$942K +$626K +24,995 +218%
LS
174
Livforsakringsbolaget Skandia
Sweden
$939K +$910K +36,366 New
AMI
175
Amica Mutual Insurance
Rhode Island
$923K