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322 hedge funds and large institutions have $8.23B invested in UDR in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,269% more call options, than puts

Call options by funds: $308K | Put options by funds: $13K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

4% more funds holding

Funds holding: 311322 (+11)

0.57% more ownership

Funds ownership: 98.84%99.41% (+0.57%)

5% less capital invested

Capital invested by funds: $8.7B → $8.23B (-$467M)

Holders
322
Holders Change
+11
Holders Change %
+3.54%
% of All Funds
8.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
35
Increased
120
Reduced
108
Closed
23
Calls
$308K
Puts
$13K
Net Calls
+$295K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$642K +$20.9K +637 +3%
State of New Jersey Common Pension Fund D
202
State of New Jersey Common Pension Fund D
New Jersey
$641K -$394K -12,000 -38%
PS
203
Pensionfund Sabic
Netherlands
$641K
KFC
204
Klingenstein Fields & Co
New York
$606K
CCM
205
Catawba Capital Management
Virginia
$581K -$38.5K -1,172 -6%
TCM
206
Telos Capital Management
California
$577K +$35.2K +1,071 +6%
ANRIA
207
American National Registered Investment Advisor
Texas
$571K
UOC
208
UBS O'Connor
Illinois
$569K -$1.05M -31,914 -64%
QT
209
Quantbot Technologies
New York
$567K +$582K +17,704 New
UCFA
210
United Capital Financial Advisors
Texas
$560K +$93.8K +2,857 +20%
LIA
211
LS Investment Advisors
Michigan
$551K +$271K +8,253 +92%
SAM
212
Shell Asset Management
Netherlands
$549K -$172K -5,226 -23%
KeyBank National Association
213
KeyBank National Association
Ohio
$541K -$71.1K -2,165 -11%
TSW
214
Thompson Siegel & Walmsley
Virginia
$536K +$12K +364 +2%
AIM
215
Ada Investment Management
New York
$535K +$549K +16,705 New
NV
216
Nair Vinay
$535K +$549K +16,705 New
AAM
217
Aston Asset Management
Illinois
$533K +$28.7K +875 +6%
PI
218
PineBridge Investments
New York
$521K +$534K +16,252 New
HWA
219
Heritage Wealth Advisors
Virginia
$519K
NCCM
220
Nine Chapters Capital Management
New Jersey
$519K +$312K +9,500 +142%
ACM
221
Ashford Capital Management
Delaware
$517K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$516K -$12.3K -374 -2%
KCMRT
223
Kemper Corp Master Retirement Trust
Illinois
$516K +$57.5K +1,750 +12%
BTS
224
BB&T Securities
Virginia
$503K +$32.5K +991 +7%
PAM
225
Princeton Alpha Management
New Jersey
$476K +$488K +14,857 New

UDR Hedge Fund Activity: Q2 2015 in Review

322 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2015, worth a combined $8.23B — down 5.4% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UDR positions and 23 closed out — a net gain of 12 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $184M.

  • 322 institutional investors held UDR (UDR) as of Q2 2015, up from 311 in Q1 2015.
  • Funds reported $8.23B of UDR stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new UDR positions in Q2 2015 and 23 closed out, a net change of +12 holders.
  • The largest UDR buyer in Q2 2015 was Cohen & Steers, an estimated $117M added.
  • The largest UDR seller in Q2 2015 was Invesco, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2015.