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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$1.91M -$36K -1,051 -2%
ClearBridge Investments
152
ClearBridge Investments
New York
$1.72M -$608K -17,750 -27%
AAM
153
Aberdeen Asset Management
United Kingdom
$1.71M -$26K -758 -2%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$1.68M +$1.31M +38,284 +491%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$1.53M +$46K +1,344 +3%
MYAM
156
Meiji Yasuda Asset Management
Japan
$1.48M +$4.45K +130 +0.3%
HighTower Advisors
157
HighTower Advisors
Illinois
$1.47M +$1.88K +55 +0.1%
SCRM
158
Security Capital Research & Management
Illinois
$1.45M -$5.89K -172 -0.4%
DC
159
Davenport & Co
Virginia
$1.43M -$489K -14,266 -27%
RA
160
RMR Advisors
Massachusetts
$1.42M
NIPH
161
NN Investment Partners Holdings
Netherlands
$1.41M -$750K -21,900 -36%
PCM
162
Prelude Capital Management
New York
$1.41M +$1.32M +38,583 New
Citadel Advisors
163
Citadel Advisors
Florida
$1.38M -$396K -11,572 -23%
DILIC
164
Dai-ichi Life Insurance Company
Japan
$1.36M +$1.28M +37,313 New
DHFB
165
Dixon Hubard Feinour & Brown
Virginia
$1.35M +$7.78K +227 +0.6%
AWCI
166
Alpine Woods Capital Investors
New York
$1.35M
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M -$278K -8,100 -18%
MSA
168
Mason Street Advisors
Wisconsin
$1.33M +$14.8K +432 +1%
RG
169
Rikoon Group
New Mexico
$1.31M +$575K +16,777 +84%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.3M -$629K -18,362 -34%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$1.3M -$113K -3,299 -8%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$1.29M +$127K +3,700 +12%
PDN
173
Pensionfund DSM Netherlands
Netherlands
$1.29M
GHCM
174
Glen Harbor Capital Management
California
$1.27M +$1.19M +34,714 New
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$1.25M +$111K +3,236 +10%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.