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UDR
UDR

Overview Fund Activity

316 hedge funds and large institutions have $7.6B invested in UDR in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+14
Holders Change %
+4.64%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
108
Reduced
107
Closed
22
Calls
$182K
Puts
$278K
Net Calls
-$96K
Net Calls Change
-$151K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$69.9M
4
JHIU
4
Janus Henderson Investors US
Colorado
$36.4M
5
Northern Trust
5
Northern Trust
Illinois
$126M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$533M
2
Invesco
2
Invesco
Georgia
$402M
3
O
3
OppenheimerFunds
New York
$0
4
Norges Bank
4
Norges Bank
Norway
$37.8M
5
SAMC
5
Shinko Asset Management Company
Japan
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
JG
201
Jefferies Group
New York
$781K 25,352 -7,134 -22%
V
202
Veritable
Delaware
$733K 23,770 – –
RA
203
Rational Advisors
New York
$732K 23,750 +23,750 New
FNFDCM
204
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$667K 21,650 +100 +0.5%
WAM
205
World Asset Management
Michigan
$627K 20,334 -2,750 -12%
CCM
206
Catawba Capital Management
Virginia
$608K 19,736 – –
AAM
207
Aston Asset Management
Illinois
$600K 19,476 -1,178 -6%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$598K 19,406 -325 -2%
KFC
209
Klingenstein Fields & Co
New York
$583K 18,912 – –
CAM
210
Capstone Asset Management
Texas
$579K 18,792 +870 +5%
CA
211
Commerzbank Aktiengesellschaft
Germany
$572K 18,573 +3,608 +24%
ANRIA
212
American National Registered Investment Advisor
Texas
$550K 17,831 – –
LFFS
213
La Francaise Forum Securities
Connecticut
$533K 17,300 +17,300 New
WBC
214
Westpac Banking Corp
Australia
$516K 16,756 +3,267 +24%
TCM
215
Telos Capital Management
California
$515K 16,705 -2,226 -12%
TSW
216
Thompson Siegel & Walmsley
Virginia
$504K 16,360 -373 -2%
HWA
217
Heritage Wealth Advisors
Virginia
$500K 16,211 – –
ACM
218
Ashford Capital Management
Delaware
$498K 16,147 – –
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$496K 16,063 -4 -0%
SAM
220
Symphony Asset Management
California
$492K 15,948 – –
Truist Financial
221
Truist Financial
North Carolina
$477K 15,496 +5,845 +61%
GF
222
Gerstein Fisher
New York
$476K 15,179 -118 -0.8%
Capital Fund Management (CFM)
223
Capital Fund Management (CFM)
France
$457K 14,814 -83,864 -85%
CCM
224
Cadence Capital Management
Massachusetts
$455K 14,747 +14,747 New
MNBTD
225
Moody National Bank Trust Division
Texas
$446K 14,481 – –
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9
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