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UDR
UDR

Overview Fund Activity

316 hedge funds and large institutions have $7.6B invested in UDR in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+14
Holders Change %
+4.64%
% of All Funds
8.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
108
Reduced
107
Closed
22
Calls
$182K
Puts
$278K
Net Calls
-$96K
Net Calls Change
-$151K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
Principal Financial Group
3
Principal Financial Group
Iowa
$69.9M
4
JHIU
4
Janus Henderson Investors US
Colorado
$36.4M
5
Northern Trust
5
Northern Trust
Illinois
$126M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$533M
2
Invesco
2
Invesco
Georgia
$402M
3
O
3
OppenheimerFunds
New York
$0
4
Norges Bank
4
Norges Bank
Norway
$37.8M
5
SAMC
5
Shinko Asset Management Company
Japan
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B 35,361,153 +1,083,520 +3%
Cohen & Steers
2
Cohen & Steers
New York
$1.03B 33,408,886 -410,199 -1%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$533M 17,296,771 -1,329,483 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$509M 16,520,098 +1,526,407 +10%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$409M 13,266,692 -321,614 -2%
Invesco
6
Invesco
Georgia
$402M 13,034,238 -1,104,699 -8%
BFA
7
BlackRock Fund Advisors
California
$366M 11,885,736 +562,317 +5%
BIT
8
BlackRock Institutional Trust
California
$320M 10,381,000 +255,189 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$278M 9,020,229 +121,647 +1%
State Street
10
State Street
Massachusetts
$267M 8,679,210 +416,466 +5%
SAMC
11
Shinko Asset Management Company
Japan
$159M 5,173,586 -792,858 -13%
Northern Trust
12
Northern Trust
Illinois
$126M 4,081,622 +604,994 +17%
PI
13
PGGM Investments
Netherlands
$97.1M 3,149,431 – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$95.4M 3,096,523 +17,946 +0.6%
Ameriprise
15
Ameriprise
Minnesota
$83.7M 2,714,557 +216,958 +9%
Prudential Financial
16
Prudential Financial
New Jersey
$82.6M 2,679,251 -247,416 -8%
BG
17
BlackRock Group
United Kingdom
$80.6M 2,614,471 +17,650 +0.7%
Principal Financial Group
18
Principal Financial Group
Iowa
$69.9M 2,266,664 +814,688 +56%
AAMU
19
APG Asset Management US
New York
$59.1M 1,916,390 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$51.7M 1,679,153 +66,194 +4%
Macquarie Group
21
Macquarie Group
Australia
$47.2M 1,533,217 +34,512 +2%
SCRM
22
Security Capital Research & Management
Illinois
$45.8M 1,487,239 -283,709 -16%
American Century Companies
23
American Century Companies
Missouri
$44.3M 1,438,542 +102,814 +8%
Goldman Sachs
24
Goldman Sachs
New York
$40.8M 1,323,447 -155,361 -11%
Charles Schwab
25
Charles Schwab
California
$38.2M 1,239,637 +58,026 +5%
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