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UDR
UDR

437 hedge funds and large institutions have $13.6B invested in UDR in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 181 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 128

10% more capital invested

Capital invested by funds: $12.3B → $13.6B (+$1.28B)

1.5% more ownership

Funds ownership: 98.76% → 100.26% (+1.5%)

4% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.71M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 444 → 437 (-7)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
437
Holders Change
-7
Holders Change %
-1.58%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
50
Increased
181
Reduced
128
Closed
50
Calls
$2.82M
Puts
$2.71M
Net Calls
+$107K
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$133M
2
Cohen & Steers
Cohen & Steers
New York
+$120M
3
Invesco
Invesco
Georgia
+$106M
4
State Street
State Street
Massachusetts
+$95.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$88.3M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$91.9M
2
Morgan Stanley
Morgan Stanley
New York
-$83.3M
3
HRES
Heitman Real Estate Securities
Illinois
-$77.1M
4
LPC
Long Pond Capital
New York
-$73.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$50M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$3.24M -$135K -3,275 -4%
Public Sector Pension Investment Board (PSP Investments)
152
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.04M +$51.1K +1,236 +2%
SMDAM
153
Sumitomo Mitsui DS Asset Management
Japan
$2.93M +$203K +4,925 +7%
UOC
154
UBS O'Connor
Illinois
$2.89M +$2.91M +70,500 New
VIA
155
Vident Investment Advisory
Georgia
$2.85M +$780K +18,892 +37%
II
156
IFM Investors
Australia
$2.84M +$158K +3,824 +6%
NAM
157
Nissay Asset Management
Japan
$2.81M +$12.8K +309 +0.5%
DnB Asset Management
158
DnB Asset Management
Norway
$2.78M +$224K +5,418 +9%
TPSF
159
Texas Permanent School Fund
Texas
$2.64M +$860K +20,824 +48%
HWA
160
Heritage Wealth Advisors
Virginia
$2.6M – – –
KBC Group
161
KBC Group
Belgium
$2.48M -$823K -19,930 -25%
FAF
162
Fjarde Ap-fonden
Sweden
$2.41M -$252K -6,100 -9%
NWM
163
Nicola Wealth Management
British Columbia, Canada
$2.39M +$186K +4,500 +8%
NYLIM
164
New York Life Investment Management
New York
$2.37M -$29.7K -720 -1%
PDN
165
Pensionfund DSM Netherlands
Netherlands
$2.3M – – –
YCM
166
Yousif Capital Management
Michigan
$2.26M -$69.4K -1,680 -3%
UBS Group
167
UBS Group
Switzerland
$2.24M +$189K +4,566 +9%
TSW
168
Thompson Siegel & Walmsley
Virginia
$2.21M -$1.19M -28,794 -35%
AIM
169
Aurora Investment Managers
Florida
$2.18M +$37.9K +917 +2%
IG
170
ING Group
Netherlands
$2.16M +$21.6K +522 +1%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.15M +$28.9K +700 +1%
IC
172
IEQ Capital
California
$2.05M +$732K +17,717 +55%
CAM
173
CPA Asset Management
Florida
$2.05M – – –
II
174
Inspire Investing
Idaho
$1.98M +$157K +3,808 +9%
SOAMC
175
Spirit of America Management Corp
New York
$1.97M +$41.3K +1,000 +2%
5 6
7
8 9

UDR Hedge Fund Activity: Q1 2023 in Review

437 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2023, worth a combined $13.6B — up 10% from $12.3B a quarter earlier.

Fund positioning in UDR was balanced in Q1 2023: 50 funds opened new positions, 50 closed out, 181 added to existing stakes and 128 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Janus Henderson Group, cutting an estimated $91.9M.

  • 437 institutional investors held UDR (UDR) as of Q1 2023, down from 444 in Q4 2022.
  • Funds reported $13.6B of UDR stock for Q1 2023, up 10% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q1 2023 and 50 closed out, a net change of 0 holders.
  • The largest UDR buyer in Q1 2023 was JP Morgan Chase, an estimated $133M added.
  • The largest UDR seller in Q1 2023 was Janus Henderson Group, an estimated $91.9M sold.

Based on aggregated 13F filings for Q1 2023.