We are live on ! Find out more

337 hedge funds and large institutions have $9.72B invested in UDR in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,276% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $241K

0.08% more ownership

Funds ownership: 101.39%101.48% (+0.08%)

3% less capital invested

Capital invested by funds: $10B → $9.72B (-$276M)

3% less funds holding

Funds holding: 346337 (-9)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-9
Holders Change %
-2.6%
% of All Funds
8.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
30
Increased
111
Reduced
125
Closed
37
Calls
$5.73M
Puts
$241K
Net Calls
+$5.49M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
176
Sumitomo Mitsui DS Asset Management
Japan
$1.11M +$5.54K +152 +0.5%
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$1.09M -$74.2K -2,035 -6%
AA
178
ALPS Advisors
Colorado
$1.04M -$50.7K -1,390 -5%
SFM
179
Signature Financial Management
Virginia
$1.02M
CAM
180
Capstone Asset Management
Texas
$998K +$96.9K +2,660 +11%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$984K -$45.8K -1,257 -4%
XK
182
Xact Kapitalforvaltning
Sweden
$953K +$965K +26,472 New
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$951K +$592K +16,231 +159%
BTS
184
BB&T Securities
Virginia
$945K +$146K +3,996 +18%
GH
185
GAM Holding
Switzerland
$937K -$340K -9,318 -26%
RJA
186
Raymond James & Associates
Florida
$905K +$916K +25,133 New
IRF
187
IBM Retirement Fund
New York
$900K -$233K -6,398 -20%
DG
188
Davidson & Garrard
Virginia
$898K -$7.29K -200 -0.8%
V
189
Veritable
Delaware
$879K +$101K +2,766 +13%
KFS
190
Kissinger Financial Services
Maryland
$877K +$888K +24,370 New
RCM
191
Riverhead Capital Management
Delaware
$871K -$1.05M -28,875 -54%
GLA
192
Great Lakes Advisors
Illinois
$792K +$802K +21,998 New
Stifel Financial
193
Stifel Financial
Missouri
$789K -$13.8K -379 -2%
FNFDCM
194
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$777K
DnB Asset Management
195
DnB Asset Management
Norway
$736K +$36.4K +1,000 +5%
KRS
196
Kentucky Retirement Systems
Kentucky
$735K -$84K -2,306 -10%
LBC
197
Lowe Brockenbrough & Co
Virginia
$724K +$733K +20,118 New
RG
198
Rikoon Group
New Mexico
$714K +$724K +19,866 New
TG
199
TCW Group
California
$711K +$5.47K +150 +0.8%
PP
200
Paloma Partners
Connecticut
$710K +$338K +9,274 +89%

UDR Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2016, worth a combined $9.72B — down 2.8% from $10B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UDR and 30 opened new positions — a net loss of 7 holders — while 125 trimmed existing stakes and 111 added.

The largest buyer was Bank of New York Mellon, adding an estimated $92.5M. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 337 institutional investors held UDR (UDR) as of Q3 2016, down from 346 in Q2 2016.
  • Funds reported $9.72B of UDR stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2016 and 37 closed out, a net change of -7 holders.
  • The largest UDR buyer in Q3 2016 was Bank of New York Mellon, an estimated $92.5M added.
  • The largest UDR seller in Q3 2016 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.