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311 hedge funds and large institutions have $8.7B invested in UDR in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $425K | Put options by funds: $184K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $7.6B → $8.7B (+$1.1B)

2.17% more ownership

Funds ownership: 96.67%98.84% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 110

2% less funds holding

Funds holding: 316311 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
311
Holders Change
-5
Holders Change %
-1.58%
% of All Funds
8.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
20
Increased
118
Reduced
110
Closed
23
Calls
$425K
Puts
$184K
Net Calls
+$241K
Net Calls Change
+$337K
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
201
Klingenstein Fields & Co
New York
$644K
ANRIA
202
American National Registered Investment Advisor
Texas
$607K
LFFS
203
La Francaise Forum Securities
Connecticut
$589K
TCM
204
Telos Capital Management
California
$577K +$7.86K +239 +1%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$561K +$14.2K +431 +3%
TSW
206
Thompson Siegel & Walmsley
Virginia
$557K
HWA
207
Heritage Wealth Advisors
Virginia
$552K
ACM
208
Ashford Capital Management
Delaware
$549K
AAM
209
Aston Asset Management
Illinois
$537K -$122K -3,698 -19%
KBC Group
210
KBC Group
Belgium
$536K -$2.21M -67,263 -81%
GF
211
Gerstein Fisher
New York
$513K -$3.55K -108 -0.7%
DnB Asset Management
212
DnB Asset Management
Norway
$505K +$98.6K +3,000 +25%
JG
213
Jefferies Group
New York
$495K -$355K -10,808 -43%
MNBTD
214
Moody National Bank Trust Division
Texas
$493K
KCMRT
215
Kemper Corp Master Retirement Trust
Illinois
$489K +$11.5K +350 +2%
UCFA
216
United Capital Financial Advisors
Texas
$479K +$171K +5,195 +55%
Rafferty Asset Management
217
Rafferty Asset Management
New York
$476K +$225K +6,839 +96%
B
218
Baird
Wisconsin
$434K
SAM
219
Symphony Asset Management
California
$428K -$111K -3,369 -21%
Jacobs Levy Equity Management
220
Jacobs Levy Equity Management
New Jersey
$412K -$546K -16,600 -58%
OI
221
Oakbrook Investments
Illinois
$407K +$13.2K +400 +3%
SSB
222
Sandy Spring Bank
Maryland
$386K +$348K +10,588 +1,412%
Truist Financial
223
Truist Financial
North Carolina
$382K -$141K -4,277 -28%
MYAM
224
Meiji Yasuda Asset Management
Japan
$374K -$59.2K -1,800 -14%
MIC
225
MU Investments Company
Japan
$374K -$16.4K -500 -4%

UDR Hedge Fund Activity: Q1 2015 in Review

311 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2015, worth a combined $8.7B — up 14% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UDR and 20 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 118 added.

The largest buyer was AMP Capital Investors, adding an estimated $171M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $97M.

  • 311 institutional investors held UDR (UDR) as of Q1 2015, down from 316 in Q4 2014.
  • Funds reported $8.7B of UDR stock for Q1 2015, up 14% quarter-over-quarter.
  • 20 funds opened new UDR positions in Q1 2015 and 23 closed out, a net change of -3 holders.
  • The largest UDR buyer in Q1 2015 was AMP Capital Investors, an estimated $171M added.
  • The largest UDR seller in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.