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505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Sterling Capital Management
North Carolina
$3.1M +$2.93M +68,384 New
EP
177
Edgestream Partners
New Jersey
$3.04M +$1.05M +24,596 +58%
HF
178
HRT Financial
New York
$2.79M -$805K -18,785 -23%
CNB
179
Czech National Bank
Czech Republic
$2.77M +$146K +3,409 +6%
AB
180
Amalgamated Bank
New York
$2.74M -$112K -2,607 -4%
Mirae Asset Global ETFs Holdings
181
Mirae Asset Global ETFs Holdings
Hong Kong
$2.7M -$1.02M -23,765 -29%
GFS
182
GYL Financial Synergies
Connecticut
$2.66M +$110K +2,570 +5%
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.64M
II
184
Inspire Investing
Idaho
$2.62M +$919K +21,435 +59%
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$2.62M +$1.93M +45,134 +354%
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M +$443K +10,349 +25%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$2.37M -$330K -7,709 -13%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$2.36M -$26K -607 -1%
BFG
189
Bleakley Financial Group
New Jersey
$2.32M -$26.8K -625 -1%
ProShare Advisors
190
ProShare Advisors
Maryland
$2.31M -$4.42M -103,184 -67%
YCM
191
Yousif Capital Management
Michigan
$2.27M -$61.9K -1,444 -3%
TAF
192
Tredje AP-fonden
Sweden
$2.27M
DnB Asset Management
193
DnB Asset Management
Norway
$2.24M
SG Americas Securities
194
SG Americas Securities
New York
$2.08M -$3.31M -77,192 -63%
Wealthfront Advisers
195
Wealthfront Advisers
California
$2.08M +$81.8K +1,910 +4%
SOAMC
196
Spirit of America Management Corp
New York
$2.07M +$42.9K +1,000 +2%
HighTower Advisors
197
HighTower Advisors
Illinois
$2.05M +$37.9K +884 +2%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$2.02M +$133K +3,110 +7%
X
199
Xponance
Pennsylvania
$1.99M +$23.3K +543 +1%
TC
200
TwinBeech Capital
New York
$1.97M +$1.86M +43,488 New

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.