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322 hedge funds and large institutions have $8.23B invested in UDR in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,269% more call options, than puts

Call options by funds: $308K | Put options by funds: $13K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

4% more funds holding

Funds holding: 311322 (+11)

0.57% more ownership

Funds ownership: 98.84%99.41% (+0.57%)

5% less capital invested

Capital invested by funds: $8.7B → $8.23B (-$467M)

Holders
322
Holders Change
+11
Holders Change %
+3.54%
% of All Funds
8.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
35
Increased
120
Reduced
108
Closed
23
Calls
$308K
Puts
$13K
Net Calls
+$295K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.31B +$117M +3,553,466 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B -$15.8M -480,937 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$615M +$52M +1,582,654 +9%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$451M -$9.18M -279,417 -2%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$397M +$4.18M +127,300 +1%
BFA
6
BlackRock Fund Advisors
California
$397M -$4.32M -131,490 -1%
State Street
7
State Street
Massachusetts
$388M +$115M +3,513,714 +41%
BIT
8
BlackRock Institutional Trust
California
$339M +$1.91M +58,187 +0.6%
Invesco
9
Invesco
Georgia
$225M -$184M -5,604,676 -44%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$190M -$79.1M -2,408,658 -29%
PI
11
PGGM Investments
Netherlands
$165M +$66.1M +2,012,127 +64%
ACI
12
AMP Capital Investors
Australia
$162M -$14.8M -449,600 -8%
SAMC
13
Shinko Asset Management Company
Japan
$149M -$9.66M -293,965 -6%
Northern Trust
14
Northern Trust
Illinois
$129M -$9.46M -287,996 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$101M +$428K +13,030 +0.4%
BG
16
BlackRock Group
United Kingdom
$81.7M +$1.69M +51,530 +2%
O
17
OppenheimerFunds
New York
$69M +$70.8M +2,154,790 New
Prudential Financial
18
Prudential Financial
New Jersey
$68.9M -$12.8M -390,106 -15%
Deutsche Bank
19
Deutsche Bank
Germany
$68.6M -$84.9M -2,585,580 -55%
Ameriprise
20
Ameriprise
Minnesota
$63.6M -$24.9M -758,209 -28%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$60M +$2.51M +76,285 +4%
Goldman Sachs
22
Goldman Sachs
New York
$53.7M +$8.34M +254,065 +18%
SCRM
23
Security Capital Research & Management
Illinois
$50.1M +$2.46M +74,993 +5%
Charles Schwab
24
Charles Schwab
California
$48.4M +$5.57M +169,627 +13%
Macquarie Group
25
Macquarie Group
Australia
$38M -$16.5M -501,997 -30%

UDR Hedge Fund Activity: Q2 2015 in Review

322 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2015, worth a combined $8.23B — down 5.4% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UDR positions and 23 closed out — a net gain of 12 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $117M. The largest seller was Invesco, cutting an estimated $184M.

  • 322 institutional investors held UDR (UDR) as of Q2 2015, up from 311 in Q1 2015.
  • Funds reported $8.23B of UDR stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new UDR positions in Q2 2015 and 23 closed out, a net change of +12 holders.
  • The largest UDR buyer in Q2 2015 was Cohen & Steers, an estimated $117M added.
  • The largest UDR seller in Q2 2015 was Invesco, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2015.