UDR
460 hedge funds and large institutions have $12.4B invested in UDR in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 58 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
30% more call options, than puts
Call options by funds: $6.5M | Put options by funds: $5M
28% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 58
9% more capital invested
Capital invested by funds: $11.4B → $12.4B (+$985M)
3% more funds holding
Funds holding: 448 → 460 (+12)
1.28% more ownership
Funds ownership: 97.13% → 98.41% (+1.3%)
13% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$105M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$103M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$102M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$74.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$72.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$227M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$56M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$40.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.5M |
UDR Hedge Fund Activity: Q4 2023 in Review
460 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2023, worth a combined $12.4B — up 8.6% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new UDR positions and 58 closed out — a net gain of 16 holders — while 150 added to existing stakes and 173 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was JP Morgan Chase, cutting an estimated $227M.
- 460 institutional investors held UDR (UDR) as of Q4 2023, up from 448 in Q3 2023.
- Funds reported $12.4B of UDR stock for Q4 2023, up 8.6% quarter-over-quarter.
- 74 funds opened new UDR positions in Q4 2023 and 58 closed out, a net change of +16 holders.
- The largest UDR buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
- The largest UDR seller in Q4 2023 was JP Morgan Chase, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2023.