UDR
292 hedge funds and large institutions have $6.21B 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.
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: 277 → 292 (+15)
4% more capital invested
Capital invested by funds: $5.98B → $6.21B (+$227M)
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: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.9M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$28.6M |
| 3 |
Two Sigma Investments
New York
|
+$23.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$20.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$194M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$51.7M |
| 3 |
Cohen & Steers
New York
|
-$41.6M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$29M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$18.5M |
UDR Hedge Fund Activity: Q1 2014 in Review
292 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2014, worth a combined $6.21B — up 3.8% from $5.98B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UDR positions and 17 closed out — a net gain of 18 holders — while 103 added to existing stakes and 106 trimmed.
The largest buyer was Vanguard Group, adding an estimated $31.9M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $194M sold.
- 292 institutional investors held UDR (UDR) as of Q1 2014, up from 277 in Q4 2013.
- Funds reported $6.21B of UDR stock for Q1 2014, up 3.8% quarter-over-quarter.
- 35 funds opened new UDR positions in Q1 2014 and 17 closed out, a net change of +18 holders.
- The largest UDR buyer in Q1 2014 was Vanguard Group, an estimated $31.9M added.
- The largest UDR seller in Q1 2014 was Lasalle Investment Management Securities, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2014.