UDR
277 hedge funds and large institutions have $5.98B invested in UDR in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 23 closing their positions.
1,402% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $100K
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
7.11% more ownership
Funds ownership: 95.01% → 102.12% (+7.1%)
6% more capital invested
Capital invested by funds: $5.65B → $5.98B (+$333M)
5% more funds holding
Funds holding: 265 → 277 (+12)
28% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$65.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.4M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$41.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$17.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$60M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$27.4M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$23.7M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$19.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.4M |
UDR Hedge Fund Activity: Q4 2013 in Review
277 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2013, worth a combined $5.98B — up 5.9% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UDR positions and 23 closed out — a net gain of 13 holders — while 82 added to existing stakes and 114 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $65.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $60M.
- 277 institutional investors held UDR (UDR) as of Q4 2013, up from 265 in Q3 2013.
- Funds reported $5.98B of UDR stock for Q4 2013, up 5.9% quarter-over-quarter.
- 36 funds opened new UDR positions in Q4 2013 and 23 closed out, a net change of +13 holders.
- The largest UDR buyer in Q4 2013 was Cohen & Steers, an estimated $65.2M added.
- The largest UDR seller in Q4 2013 was Lasalle Investment Management Securities, an estimated $60M sold.
Based on aggregated 13F filings for Q4 2013.