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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.03M -$677K -20,579 -26%
IG
152
ING Group
Netherlands
$2.01M
NMERB
153
New Mexico Educational Retirement Board
New Mexico
$1.97M
URS
154
Utah Retirement Systems
Utah
$1.94M +$449K +13,649 +31%
Stifel Financial
155
Stifel Financial
Missouri
$1.91M +$187K +5,690 +11%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$1.91M
OC
157
Oppenheimer & Co
New York
$1.79M -$133K -4,040 -7%
Wells Fargo
158
Wells Fargo
California
$1.79M -$966K -29,385 -36%
GC
159
Globeflex Capital
California
$1.74M +$6.64K +202 +0.4%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$1.73M -$794K -24,138 -32%
VRS
161
Virginia Retirement Systems
Virginia
$1.71M +$708K +21,537 +75%
UOC
162
UBS O'Connor
Illinois
$1.69M -$1.72M -52,237 -51%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$1.68M +$587K +17,842 +57%
AG
164
Aperio Group
California
$1.67M +$137K +4,168 +9%
DL
165
Delta Lloyd
Netherlands
$1.66M +$116K +3,517 +8%
MAM
166
Mizuho Asset Management
Japan
$1.6M +$37.4K +1,139 +2%
DILH
167
Dai-ichi Life Holdings
Japan
$1.49M
SMDAM
168
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$425K +12,924 +43%
DHFB
169
Dixon Hubard Feinour & Brown
Virginia
$1.39M -$35.6K -1,083 -3%
RA
170
RMR Advisors
Massachusetts
$1.33M
AIP
171
Ameritas Investment Partners
Nebraska
$1.32M +$47.9K +1,457 +4%
DG
172
Davidson & Garrard
Virginia
$1.3M -$3.29K -100 -0.3%
AWCI
173
Alpine Woods Capital Investors
New York
$1.26M
Canada Life
174
Canada Life
Manitoba, Canada
$1.24M -$258K -7,838 -18%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$1.18M -$27.9K -850 -2%

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.