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437 hedge funds and large institutions have $13.1B invested in UDR in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 162 increasing their positions, 140 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $3.76M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more capital invested

Capital invested by funds: $11.3B → $13.1B (+$1.8B)

16% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 140

3% more funds holding

Funds holding: 423437 (+14)

1.12% more ownership

Funds ownership: 99.52%100.64% (+1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
61
Increased
162
Reduced
140
Closed
46
Calls
$5.24M
Puts
$3.76M
Net Calls
+$1.48M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
176
First Trust Advisors
Illinois
$2.31M +$738K +17,842 +51%
TRCT
177
Tower Research Capital (TRC)
New York
$2.29M +$1.29M +31,130 +147%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$2.24M -$11.1M -269,063 -84%
LPL Financial
179
LPL Financial
California
$2.2M +$521K +12,588 +33%
TPSF
180
Texas Permanent School Fund
Texas
$2.17M -$22.3K -539 -1%
ECM
181
EII Capital Management
New York
$2.14M +$223K +5,401 +12%
AIM
182
Aurora Investment Managers
Florida
$2.14M -$199K -4,817 -9%
BCIM
183
British Columbia Investment Management
British Columbia, Canada
$2.12M -$56.7K -1,370 -3%
DnB Asset Management
184
DnB Asset Management
Norway
$2.12M +$260K +6,282 +15%
AAM
185
Advisors Asset Management
Colorado
$2.1M -$428K -10,350 -18%
DHFB
186
Dixon Hubard Feinour & Brown
Virginia
$2.05M +$1.07M +25,930 +92%
OCAM
187
Onex Canada Asset Management
Ontario, Canada
$1.97M +$1.98M +47,793 New
SFM
188
Soros Fund Management
New York
$1.94M +$1.83M +44,300 New
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$1.9M
DC
190
Davenport & Co
Virginia
$1.88M -$148K -3,588 -8%
SMDAM
191
Sumitomo Mitsui DS Asset Management
Japan
$1.85M +$105K +2,548 +6%
OAM
192
Oppenheimer Asset Management
New York
$1.76M -$218K -5,275 -12%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$1.7M +$1.6M +38,737 New
MOACM
194
Mutual of America Capital Management
New York
$1.68M +$24.4K +589 +2%
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$1.65M -$971K -23,487 -38%
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M +$13.5K +327 +0.9%
ECM
197
ExodusPoint Capital Management
New York
$1.6M -$335K -8,096 -18%
VEA
198
Virtus ETF Advisers
New York
$1.6M +$1.51M +36,389 New
TI
199
Truehand Inc
New Hampshire
$1.58M
OC
200
Oppenheimer & Co
New York
$1.57M +$43.3K +1,047 +3%

UDR Hedge Fund Activity: Q1 2021 in Review

437 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2021, worth a combined $13.1B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UDR positions and 46 closed out — a net gain of 15 holders — while 162 added to existing stakes and 140 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $222M. The largest seller was Centersquare Investment Management, cutting an estimated $104M.

  • 437 institutional investors held UDR (UDR) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $13.1B of UDR stock for Q1 2021, up 16% quarter-over-quarter.
  • 61 funds opened new UDR positions in Q1 2021 and 46 closed out, a net change of +15 holders.
  • The largest UDR buyer in Q1 2021 was Cohen & Steers, an estimated $222M added.
  • The largest UDR seller in Q1 2021 was Centersquare Investment Management, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2021.