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292 hedge funds and large institutions have $7.07B invested in UDR in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more capital invested

Capital invested by funds: $6.2B → $7.07B (+$870M)

2.55% more ownership

Funds ownership: 95.6%98.15% (+2.5%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 292292 (0)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

Holders
292
Holders Change
Holders Change %
0%
% of All Funds
8.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
30
Increased
97
Reduced
110
Closed
29
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$969M +$29.6M +1,100,167 +3%
Cohen & Steers
2
Cohen & Steers
New York
$931M -$31.4M -1,166,500 -3%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$584M +$6.96M +258,367 +1%
Invesco
4
Invesco
Georgia
$398M -$22.2M -826,008 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$382M +$53.8M +1,997,016 +18%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$372M +$37.8M +1,405,248 +12%
BFA
7
BlackRock Fund Advisors
California
$325M +$17M +632,064 +6%
BIT
8
BlackRock Institutional Trust
California
$286M +$562K +20,875 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$252M +$13.3M +494,676 +6%
State Street
10
State Street
Massachusetts
$239M +$10.8M +401,089 +5%
SAMC
11
Shinko Asset Management Company
Japan
$173M +$40.4K +1,500 +0%
Norges Bank
12
Norges Bank
Norway
$120M +$56.5M +2,097,542 +100%
PI
13
PGGM Investments
Netherlands
$90.2M
Northern Trust
14
Northern Trust
Illinois
$89.4M -$9.59M -355,990 -10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$86.5M +$3.97M +147,362 +5%
Prudential Financial
16
Prudential Financial
New Jersey
$81.4M +$11.8M +437,296 +18%
Ameriprise
17
Ameriprise
Minnesota
$71.6M -$46.6K -1,732 -0.1%
BG
18
BlackRock Group
United Kingdom
$69.3M +$6.98M +259,376 +12%
Principal Financial Group
19
Principal Financial Group
Iowa
$65.6M +$44.2M +1,641,969 +253%
SCRM
20
Security Capital Research & Management
Illinois
$49.1M -$2.07M -77,006 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$48.1M +$33.3M +1,238,146 +279%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$45.5M +$1.16M +43,017 +3%
AAMU
23
APG Asset Management US
New York
$40M +$22M +818,000 +141%
Deutsche Bank
24
Deutsche Bank
Germany
$39.8M +$4.42M +164,025 +13%
American Century Companies
25
American Century Companies
Missouri
$39.5M -$5.08M -188,740 -12%

UDR Hedge Fund Activity: Q2 2014 in Review

292 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2014, worth a combined $7.07B — up 14% from $6.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 29 closed out — a net gain of 1 holder — while 97 added to existing stakes and 110 trimmed.

The largest buyer was Norges Bank, adding an estimated $56.5M. The largest seller was Cohen & Steers, cutting an estimated $31.4M.

  • 292 institutional investors held UDR (UDR) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $7.07B of UDR stock for Q2 2014, up 14% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q2 2014 and 29 closed out, a net change of +1 holder.
  • The largest UDR buyer in Q2 2014 was Norges Bank, an estimated $56.5M added.
  • The largest UDR seller in Q2 2014 was Cohen & Steers, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2014.