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UDR
UDR

343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325 → 343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76% → 99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
State Street
State Street
Massachusetts
+$103M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$54M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$50.7M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$157M
2
HRES
Heitman Real Estate Securities
Illinois
-$135M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$72.1M
4
O
OppenheimerFunds
New York
-$60M
5
Principal Financial Group
Principal Financial Group
Iowa
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWCI
176
Alpine Woods Capital Investors
New York
$1.42M – – –
MSA
177
Mason Street Advisors
Wisconsin
$1.37M -$2.65M -74,161 -68%
DHFB
178
Dixon Hubard Feinour & Brown
Virginia
$1.37M -$21.1K -590 -1%
SAM
179
Symphony Asset Management
California
$1.34M +$28.8K +805 +2%
Rafferty Asset Management
180
Rafferty Asset Management
New York
$1.32M -$108K -3,020 -8%
MOACM
181
Mutual of America Capital Management
New York
$1.24M -$5.09M -142,405 -82%
IRF
182
IBM Retirement Fund
New York
$1.23M -$1.16M -32,304 -51%
WAM
183
World Asset Management
Michigan
$1.22M +$458K +12,805 +68%
CIBC Asset Management
184
CIBC Asset Management
Ontario, Canada
$1.21M +$619K +17,298 +122%
AA
185
ALPS Advisors
Colorado
$1.19M -$46.5K -1,301 -4%
SFM
186
Signature Financial Management
Virginia
$1.09M – – –
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$1.07M -$4.42M -123,421 -82%
V
188
Veritable
Delaware
$1.03M +$62.2K +1,740 +7%
FWCM
189
Ferguson Wellman Capital Management
Oregon
$972K -$1.83M -51,172 -67%
DG
190
Davidson & Garrard
Virginia
$969K -$7.16K -200 -0.8%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$962K +$230K +6,418 +35%
KRS
192
Kentucky Retirement Systems
Kentucky
$946K +$878K +24,542 New
SCM
193
Shelton Capital Management
Colorado
$942K – – –
BTS
194
BB&T Securities
Virginia
$923K +$181K +5,069 +27%
OTPPB
195
Ontario Teachers' Pension Plan Board
Ontario, Canada
$909K +$510K +14,265 +153%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$905K -$2.58M -72,030 -75%
GH
197
GAM Holding
Switzerland
$863K -$2.29K -64 -0.3%
Stifel Financial
198
Stifel Financial
Missouri
$853K -$137K -3,830 -15%
FNFDCM
199
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$834K – – –
PS
200
Pensionfund Sabic
Netherlands
$791K -$554K -15,500 -43%
6 7
8
9 10

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.