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292 hedge funds and large institutions have $6.2B invested in UDR in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

77% more call options, than puts

Call options by funds: $406K | Put options by funds: $230K

5% more funds holding

Funds holding: 277292 (+15)

4% more capital invested

Capital invested by funds: $5.97B → $6.2B (+$225M)

3% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 106

6.52% less ownership

Funds ownership: 102.12%95.6% (-6.5%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
292
Holders Change
+15
Holders Change %
+5.42%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
35
Increased
103
Reduced
106
Closed
17
Calls
$406K
Puts
$230K
Net Calls
+$176K
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$870M -$41.6M -1,660,906 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$845M +$31.9M +1,274,439 +4%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$520M +$28.6M +1,144,633 +6%
Invesco
4
Invesco
Georgia
$380M -$4.24M -169,576 -1%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$299M -$18.5M -738,965 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$293M +$7.23M +289,000 +3%
BFA
7
BlackRock Fund Advisors
California
$276M -$2.57M -102,817 -1%
BIT
8
BlackRock Institutional Trust
California
$258M +$5.28M +211,051 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$214M +$15.9M +636,223 +8%
State Street
10
State Street
Massachusetts
$205M +$1.18M +47,317 +0.6%
SAMC
11
Shinko Asset Management Company
Japan
$156M +$14M +559,200 +10%
Northern Trust
12
Northern Trust
Illinois
$89.9M +$7.9M +315,652 +10%
PI
13
PGGM Investments
Netherlands
$81.3M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$74.2M +$1.51M +60,194 +2%
Ameriprise
15
Ameriprise
Minnesota
$64.7M -$2.61M -104,281 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$62.1M +$1.33M +53,239 +2%
BG
17
BlackRock Group
United Kingdom
$55.8M -$1.33M -52,991 -2%
Norges Bank
18
Norges Bank
Norway
$54.2M
SCRM
19
Security Capital Research & Management
Illinois
$46.3M -$51.7M -2,066,919 -54%
American Century Companies
20
American Century Companies
Missouri
$40.5M +$20.3M +809,089 +107%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$40M +$2.42M +96,649 +7%
PHAM
22
Pacific Heights Asset Management
California
$38.7M -$12.5M -500,000 -25%
Barclays
23
Barclays
United Kingdom
$37.7M -$2.32M -92,538 -6%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$34.8M -$7.92M -316,456 -19%
Bank of America
25
Bank of America
North Carolina
$33.9M +$18.6M +742,168 +130%