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343 hedge funds and large institutions have $10.1B invested in UDR in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $752K

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

6% more funds holding

Funds holding: 325343 (+18)

4% more capital invested

Capital invested by funds: $9.69B → $10.1B (+$375M)

0.33% more ownership

Funds ownership: 98.76%99.08% (+0.33%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
343
Holders Change
+18
Holders Change %
+5.54%
% of All Funds
9.14%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
53
Increased
109
Reduced
115
Closed
31
Calls
$1.33M
Puts
$752K
Net Calls
+$574K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$770K -$3.46M -96,664 -83%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$764K -$2.01M -56,142 -74%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$763K -$7.69K -215 -1%
SIM
204
Sentry Investment Management
Wisconsin
$754K +$700K +19,558 New
CCM
205
Cadence Capital Management
Massachusetts
$744K +$117K +3,270 +20%
KFC
206
Klingenstein Fields & Co
New York
$729K
LPL Financial
207
LPL Financial
California
$722K +$80K +2,235 +13%
TG
208
TCW Group
California
$721K +$669K +18,700 New
LS
209
Livforsakringsbolaget Skandia
Sweden
$719K
DnB Asset Management
210
DnB Asset Management
Norway
$718K +$154K +4,300 +30%
FIM
211
Friedberg Investment Management
Texas
$709K +$229K +6,400 +53%
CSS
212
Cubist Systematic Strategies
Connecticut
$707K -$1.13M -31,658 -63%
KeyBank National Association
213
KeyBank National Association
Ohio
$698K +$71.3K +1,992 +12%
LSERS
214
Louisiana State Employees Retirement System
Louisiana
$690K -$1.95M -54,500 -75%
PA
215
Profund Advisors
Maryland
$687K -$1.25M -34,983 -66%
ANRIA
216
American National Registered Investment Advisor
Texas
$687K
CAM
217
Capstone Asset Management
Texas
$668K -$162K -4,517 -21%
TSW
218
Thompson Siegel & Walmsley
Virginia
$633K
HWA
219
Heritage Wealth Advisors
Virginia
$625K
MC
220
Miles Capital
Iowa
$623K -$2.9K -81 -0.5%
ACM
221
Ashford Capital Management
Delaware
$607K -$14.4K -403 -2%
VRS
222
Virginia Retirement System
Virginia
$599K +$556K +15,549 New
LIA
223
LS Investment Advisors
Michigan
$596K -$118K -3,288 -18%
LMGAM
224
Liberty Mutual Group Asset Management
Massachusetts
$581K -$5.44M -152,178 -91%
TCM
225
Telos Capital Management
California
$577K -$3K -84 -0.6%

UDR Hedge Fund Activity: Q1 2016 in Review

343 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2016, worth a combined $10.1B — up 3.9% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UDR positions and 31 closed out — a net gain of 22 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $174M. The largest seller was BlackRock Fund Advisors, cutting an estimated $157M.

  • 343 institutional investors held UDR (UDR) as of Q1 2016, up from 325 in Q4 2015.
  • Funds reported $10.1B of UDR stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new UDR positions in Q1 2016 and 31 closed out, a net change of +22 holders.
  • The largest UDR buyer in Q1 2016 was Vanguard Group, an estimated $174M added.
  • The largest UDR seller in Q1 2016 was BlackRock Fund Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.