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383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67%97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
201
Norinchukin Bank
Japan
$824K +$57.5K +1,478 +7%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$778K -$14.2K -364 -2%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$771K -$15.4K -395 -2%
M&T Bank
204
M&T Bank
New York
$771K +$55K +1,414 +8%
Stifel Financial
205
Stifel Financial
Missouri
$763K -$64.5K -1,660 -8%
3C
206
361 Capital
Colorado
$758K +$765K +19,666 New
GHCM
207
Glen Harbor Capital Management
California
$757K +$55.5K +1,428 +8%
AA
208
ALPS Advisors
Colorado
$732K -$35.8K -921 -5%
LBC
209
Lowe Brockenbrough & Co
Virginia
$732K -$7.78K -200 -1%
TSW
210
Thompson Siegel & Walmsley
Virginia
$706K +$77K +1,980 +12%
TCOT
211
Trust Company of Toledo
Ohio
$705K -$34K -875 -5%
ANRIA
212
American National Registered Investment Advisor
Texas
$687K
CCS
213
Crosspoint Capital Strategies
California
$655K
Wolverine Trading
214
Wolverine Trading
Illinois
$654K +$660K +16,987 New
QSS
215
Quantitative Systematic Strategies
Florida
$650K -$300K -7,712 -31%
FWIA
216
Fort Washington Investment Advisors
Ohio
$643K +$54.4K +1,400 +9%
CCM
217
Cadence Capital Management
Massachusetts
$641K -$138K -3,539 -18%
Citadel Advisors
218
Citadel Advisors
Florida
$638K -$8.04M -206,897 -93%
KRS
219
Kentucky Retirement Systems
Kentucky
$636K +$3.19K +82 +0.5%
HWA
220
Heritage Wealth Advisors
Virginia
$635K +$11.5K +295 +2%
LSERS
221
Louisiana State Employees Retirement System
Louisiana
$624K -$19.4K -500 -3%
MCIM
222
Meadow Creek Investment Management
Georgia
$624K +$45.7K +1,176 +8%
TCM
223
Telos Capital Management
California
$623K -$10.1K -259 -2%
WG
224
Winton Group
United Kingdom
$620K -$122K -3,143 -16%
W
225
Wealthfront
California
$617K +$249K +6,406 +67%

UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.