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265 hedge funds and large institutions have $5.64B invested in UDR in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $178K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 261265 (+4)

0.03% less ownership

Funds ownership: 95.04%95.01% (-0.03%)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

8% less capital invested

Capital invested by funds: $6.1B → $5.64B (-$463M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
265
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
8.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
25
Increased
87
Reduced
96
Closed
19
Calls
$1.58M
Puts
$178K
Net Calls
+$1.4M
Net Calls Change
-$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$773M +$72M +2,958,426 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$730M -$1.36M -55,992 -0.2%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$409M -$7.38M -303,298 -2%
Invesco
4
Invesco
Georgia
$366M +$1.53M +62,947 +0.4%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$285M +$14.1M +577,456 +5%
LIMS
6
Lasalle Investment Management Securities
Maryland
$256M +$1.86M +76,612 +0.7%
BFA
7
BlackRock Fund Advisors
California
$255M +$2.66M +109,356 +1%
BIT
8
BlackRock Institutional Trust
California
$218M +$3.49M +143,197 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$198M -$3.62M -148,843 -2%
State Street
10
State Street
Massachusetts
$189M +$1.01M +41,510 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$169M +$37.3M +1,532,916 +27%
SCRM
12
Security Capital Research & Management
Illinois
$119M -$9.24M -379,574 -7%
SAMC
13
Shinko Asset Management Company
Japan
$116M +$16.6M +683,024 +16%
PI
14
PGGM Investments
Netherlands
$74.6M
Northern Trust
15
Northern Trust
Illinois
$73.1M -$831K -34,143 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$63.1M +$3.52M +144,706 +6%
Ameriprise
17
Ameriprise
Minnesota
$62.3M +$931K +38,251 +1%
Prudential Financial
18
Prudential Financial
New Jersey
$55.4M -$1.02M -41,725 -2%
BG
19
BlackRock Group
United Kingdom
$52.3M +$3.42M +140,652 +7%
Norges Bank
20
Norges Bank
Norway
$50.7M
PHAM
21
Pacific Heights Asset Management
California
$47.4M
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$31.7M +$28.8M +1,182,900 +767%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$31.6M +$1.59M +65,379 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$31M -$149M -6,139,348 -82%
Goldman Sachs
25
Goldman Sachs
New York
$30.7M +$18.1M +742,623 +134%

UDR Hedge Fund Activity: Q3 2013 in Review

265 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2013, worth a combined $5.64B — down 7.6% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UDR positions and 19 closed out — a net gain of 6 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $72M. The largest seller was Deutsche Bank, cutting an estimated $149M.

  • 265 institutional investors held UDR (UDR) as of Q3 2013, up from 261 in Q2 2013.
  • Funds reported $5.64B of UDR stock for Q3 2013, down 7.6% quarter-over-quarter.
  • 25 funds opened new UDR positions in Q3 2013 and 19 closed out, a net change of +6 holders.
  • The largest UDR buyer in Q3 2013 was Cohen & Steers, an estimated $72M added.
  • The largest UDR seller in Q3 2013 was Deutsche Bank, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2013.