UDR
292 hedge funds and large institutions have $7.06B 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.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $6.21B → $7.06B (+$857M)
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: 292 → 292 (0)
12% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$56.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$44.2M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$37.8M |
| 5 |
JP Morgan Chase
New York
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$31.4M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$23M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$22.2M |
| 4 |
Two Sigma Investments
New York
|
-$21.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$19.6M |
UDR Hedge Fund Activity: Q2 2014 in Review
292 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2014, worth a combined $7.06B — up 14% from $6.21B 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 $7.06B 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.