UDR
302 hedge funds and large institutions have $6.75B invested in UDR in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
3% more funds holding
Funds holding: 292 → 302 (+10)
0.36% more ownership
Funds ownership: 98.15% → 98.51% (+0.36%)
4% less capital invested
Capital invested by funds: $7.07B → $6.75B (-$318M)
6% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 108
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.7M |
| 2 |
Cohen & Steers
New York
|
+$38.1M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$18.8M |
| 4 |
Goldman Sachs
New York
|
+$17.9M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$61.7M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$51.1M |
| 3 |
JP Morgan Chase
New York
|
-$26.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$24.3M |
| 5 |
Barclays
London,
United Kingdom
|
-$18.9M |
UDR Hedge Fund Activity: Q3 2014 in Review
302 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2014, worth a combined $6.75B — down 4.5% from $7.07B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UDR positions and 22 closed out — a net gain of 12 holders — while 102 added to existing stakes and 108 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.7M. The largest seller was Norges Bank, cutting an estimated $61.7M.
- 302 institutional investors held UDR (UDR) as of Q3 2014, up from 292 in Q2 2014.
- Funds reported $6.75B of UDR stock for Q3 2014, down 4.5% quarter-over-quarter.
- 34 funds opened new UDR positions in Q3 2014 and 22 closed out, a net change of +12 holders.
- The largest UDR buyer in Q3 2014 was Fidelity Investments, an estimated $47.7M added.
- The largest UDR seller in Q3 2014 was Norges Bank, an estimated $61.7M sold.
Based on aggregated 13F filings for Q3 2014.