We are live on ! Find out more
UDR icon

UDR
UDR

325 hedge funds and large institutions have $9.69B invested in UDR in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

30% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 96

7% more capital invested

Capital invested by funds: $9.06B → $9.69B (+$629M)

4% more funds holding

Funds holding: 314 → 325 (+11)

1.77% less ownership

Funds ownership: 100.53% → 98.76% (-1.8%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

52% less call options, than puts

Call options by funds: $594K | Put options by funds: $1.24M

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
8.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
34
Increased
125
Reduced
96
Closed
20
Calls
$594K
Puts
$1.24M
Net Calls
-$642K
Net Calls Change
-$749K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$72.5M
2
AAMU
APG Asset Management US
New York
+$51.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$34.7M
5
PI
PGGM Investments
Netherlands
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$84.3M
2
SAMC
Shinko Asset Management Company
Japan
-$79.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$73.5M
4
Cohen & Steers
Cohen & Steers
New York
-$48.5M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$46.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Shell Asset Management
Netherlands
$2.7M +$1.12M +31,303 +77%
Robeco Institutional Asset Management
152
Robeco Institutional Asset Management
Netherlands
$2.69M – – –
Mitsubishi UFJ Asset Management
153
Mitsubishi UFJ Asset Management
Japan
$2.56M +$125K +3,481 +5%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M +$161K +4,500 +7%
FAF
155
Fjarde Ap-fonden
Sweden
$2.42M -$229K -6,373 -9%
M&T Bank
156
M&T Bank
New York
$2.41M -$449K -12,510 -16%
IRF
157
IBM Retirement Fund
New York
$2.37M +$112K +3,118 +5%
ALA
158
Atherton Lane Advisers
California
$2.32M -$95.2K -2,652 -4%
IG
159
ING Group
Netherlands
$2.22M – – –
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$2.18M – – –
URS
161
Utah Retirement Systems
Utah
$2.15M -$17.9K -500 -0.9%
DL
162
Delta Lloyd
Netherlands
$2.14M +$83.9K +2,338 +4%
AG
163
Aperio Group
California
$2.13M +$168K +4,684 +9%
OC
164
Oppenheimer & Co
New York
$2.05M +$1.83K +51 +0.1%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$2.03M -$62.3K -1,736 -3%
DC
166
Davenport & Co
Virginia
$1.99M -$202K -5,621 -10%
PA
167
Profund Advisors
Maryland
$1.98M +$628K +17,511 +50%
GCP
168
GSA Capital Partners
United Kingdom
$1.95M +$1.27M +35,370 +214%
QIM
169
Quantitative Investment Management
Virginia
$1.92M +$1.83M +51,000 New
RCM
170
Riverhead Capital Management
Delaware
$1.89M +$1.36M +38,000 +306%
CSS
171
Cubist Systematic Strategies
Connecticut
$1.88M +$739K +20,594 +70%
Skandinaviska Enskilda Banken (SEB)
172
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.78M +$1.7M +47,400 New
GC
173
Globeflex Capital
California
$1.75M +$787K +21,931 +89%
SB
174
Suntrust Banks
Georgia
$1.72M +$157K +4,382 +11%
DHFB
175
Dixon Hubard Feinour & Brown
Virginia
$1.5M +$45.1K +1,256 +3%
5 6
7
8 9

UDR Hedge Fund Activity: Q4 2015 in Review

325 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2015, worth a combined $9.69B — up 6.9% from $9.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UDR positions and 20 closed out — a net gain of 14 holders — while 125 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $72.5M. The largest seller was Invesco, cutting an estimated $84.3M.

  • 325 institutional investors held UDR (UDR) as of Q4 2015, up from 314 in Q3 2015.
  • Funds reported $9.69B of UDR stock for Q4 2015, up 6.9% quarter-over-quarter.
  • 34 funds opened new UDR positions in Q4 2015 and 20 closed out, a net change of +14 holders.
  • The largest UDR buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $72.5M added.
  • The largest UDR seller in Q4 2015 was Invesco, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2015.