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337 hedge funds and large institutions have $9.72B invested in UDR in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,276% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $241K

0.08% more ownership

Funds ownership: 101.39%101.48% (+0.08%)

3% less capital invested

Capital invested by funds: $10B → $9.72B (-$276M)

3% less funds holding

Funds holding: 346337 (-9)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-9
Holders Change %
-2.6%
% of All Funds
8.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
30
Increased
111
Reduced
125
Closed
37
Calls
$5.73M
Puts
$241K
Net Calls
+$5.49M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$699K +$401 +11 +0.1%
TCOT
202
Trust Company of Toledo
Ohio
$695K +$704K +19,319 New
RA
203
Rational Advisors
New York
$691K +$700K +19,200 New
KFC
204
Klingenstein Fields & Co
New York
$681K
PA
205
Profund Advisors
Maryland
$678K -$4.16K -114 -0.6%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$673K +$474 +13 +0.1%
ANRIA
207
American National Registered Investment Advisor
Texas
$642K
Rafferty Asset Management
208
Rafferty Asset Management
New York
$613K -$2.96M -81,185 -83%
LSERS
209
Louisiana State Employees Retirement System
Louisiana
$612K -$18.2K -500 -3%
CSS
210
Cubist Systematic Strategies
Connecticut
$604K +$612K +16,791 New
SIM
211
Sentry Investment Management
Wisconsin
$597K -$109K -2,980 -15%
TSW
212
Thompson Siegel & Walmsley
Virginia
$588K
HWA
213
Heritage Wealth Advisors
Virginia
$583K
ACM
214
Ashford Capital Management
Delaware
$567K
FWCM
215
Ferguson Wellman Capital Management
Oregon
$564K -$64.5K -1,770 -10%
KeyBank National Association
216
KeyBank National Association
Ohio
$563K -$16.8K -461 -3%
TCM
217
Telos Capital Management
California
$555K
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$549K -$224K -6,136 -29%
GF
219
Gerstein Fisher
New York
$532K -$15.9K -436 -3%
PAM
220
Panagora Asset Management
Massachusetts
$521K -$1.64M -45,113 -76%
MNBTD
221
Moody National Bank Trust Division
Texas
$521K
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
$520K -$1.12M -30,808 -68%
NB
223
Norinchukin Bank
Japan
$515K +$308K +8,438 +144%
PS
224
Pensionfund Sabic
Netherlands
$487K
OI
225
Oakbrook Investments
Illinois
$484K -$58.3K -1,600 -11%

UDR Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2016, worth a combined $9.72B — down 2.8% from $10B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UDR and 30 opened new positions — a net loss of 7 holders — while 125 trimmed existing stakes and 111 added.

The largest buyer was Bank of New York Mellon, adding an estimated $92.5M. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 337 institutional investors held UDR (UDR) as of Q3 2016, down from 346 in Q2 2016.
  • Funds reported $9.72B of UDR stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2016 and 37 closed out, a net change of -7 holders.
  • The largest UDR buyer in Q3 2016 was Bank of New York Mellon, an estimated $92.5M added.
  • The largest UDR seller in Q3 2016 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.