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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
201
Lowe Brockenbrough & Co
Virginia
$734K
UBS Group
202
UBS Group
Switzerland
$731K -$1.89M -55,169 -73%
TG
203
TCW Group
California
$719K -$1.71K -50 -0.3%
KRS
204
Kentucky Retirement Systems
Kentucky
$707K -$34.9K -1,018 -5%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$705K -$3.05K -89 -0.5%
TCOT
206
Trust Company of Toledo
Ohio
$702K -$1.78K -52 -0.3%
GLA
207
Great Lakes Advisors
Illinois
$693K -$103K -3,015 -14%
KFC
208
Klingenstein Fields & Co
New York
$690K
CWM
209
CIBC World Markets
New York
$669K +$629K +18,352 New
RCM
210
Riverhead Capital Management
Delaware
$660K -$209K -6,100 -25%
TCM
211
Telos Capital Management
California
$659K +$90.5K +2,641 +17%
ANRIA
212
American National Registered Investment Advisor
Texas
$650K
LMGAM
213
Liberty Mutual Group Asset Management
Massachusetts
$647K +$149K +4,345 +32%
AB
214
Amalgamated Bank
New York
$641K +$173K +5,040 +40%
LSERS
215
Louisiana State Employees Retirement System
Louisiana
$613K -$6.85K -200 -1%
TAM
216
Tyers Asset Management
Texas
$596K +$560K +16,336 New
HWA
217
Heritage Wealth Advisors
Virginia
$591K
NB
218
Norinchukin Bank
Japan
$591K +$65.6K +1,915 +13%
TSW
219
Thompson Siegel & Walmsley
Virginia
$574K -$21K -613 -4%
ACM
220
Ashford Capital Management
Delaware
$574K
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559K +$2.3K +67 +0.4%
KeyBank National Association
222
KeyBank National Association
Ohio
$553K -$17K -495 -3%
IG
223
ING Group
Netherlands
$551K +$187K +5,471 +55%
FWCM
224
Ferguson Wellman Capital Management
Oregon
$547K -$23.6K -690 -4%
GL
225
GLG LLC
New York
$540K +$164K +4,790 +48%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.