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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
SAM
176
Shell Asset Management
Netherlands
$1.21M -$1.01M -29,388 -47%
MOACM
177
Mutual of America Capital Management
New York
$1.2M +$58.7K +1,714 +6%
CAM
178
Capstone Asset Management
Texas
$1.2M +$174K +5,080 +18%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M +$146K +4,267 +16%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$1.11M +$3.87K +113 +0.4%
BTS
181
BB&T Securities
Virginia
$1.08M +$127K +3,700 +14%
QSS
182
Quantitative Systematic Strategies
Florida
$1.07M +$1.03M +29,964 New
MCIM
183
Meadow Creek Investment Management
Georgia
$1.04M +$980K +28,588 New
XK
184
Xact Kapitalforvaltning
Sweden
$1.04M +$69K +2,014 +8%
SFM
185
Signature Financial Management
Virginia
$1.04M
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.01M +$16.2K +472 +2%
WAM
187
World Asset Management
Michigan
$1.01M -$166K -4,831 -15%
V
188
Veritable
Delaware
$959K +$63.4K +1,850 +8%
AA
189
ALPS Advisors
Colorado
$941K -$103K -2,995 -10%
RJA
190
Raymond James & Associates
Florida
$922K +$4.66K +136 +0.5%
DG
191
Davidson & Garrard
Virginia
$911K
KFS
192
Kissinger Financial Services
Maryland
$883K -$4.11K -120 -0.5%
CCM
193
Cadence Capital Management
Massachusetts
$869K +$363K +10,581 +80%
EP
194
Elkfork Partners
Oregon
$819K +$770K +22,462 New
Stifel Financial
195
Stifel Financial
Missouri
$793K -$6.51K -190 -0.9%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$792K +$103K +2,999 +16%
FNFDCM
197
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$777K
IRF
198
IBM Retirement Fund
New York
$775K -$130K -3,782 -15%
SIM
199
Sentry Investment Management
Wisconsin
$765K +$151K +4,398 +27%
DnB Asset Management
200
DnB Asset Management
Norway
$753K +$6.85K +200 +1%

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.