UDR
325 hedge funds and large institutions have $9.69B invested in UDR in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 96 reducing their positions, and 20 closing their positions.
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
30% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 96
7% more capital invested
Capital invested by funds: $9.06B → $9.69B (+$629M)
4% more funds holding
Funds holding: 314 → 325 (+11)
1.77% less ownership
Funds ownership: 100.53% → 98.76% (-1.8%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
52% less call options, than puts
Call options by funds: $594K | Put options by funds: $1.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$72.5M |
| 2 |
AAMU
APG Asset Management US
New York
|
+$51.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.6M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$34.7M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$84.3M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$79.5M |
| 3 |
Bank of New York Mellon
New York
|
-$73.5M |
| 4 |
Cohen & Steers
New York
|
-$48.5M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$46.8M |
UDR Hedge Fund Activity: Q4 2015 in Review
325 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2015, worth a combined $9.69B — up 6.9% from $9.06B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UDR positions and 20 closed out — a net gain of 14 holders — while 125 added to existing stakes and 96 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $72.5M. The largest seller was Invesco, cutting an estimated $84.3M.
- 325 institutional investors held UDR (UDR) as of Q4 2015, up from 314 in Q3 2015.
- Funds reported $9.69B of UDR stock for Q4 2015, up 6.9% quarter-over-quarter.
- 34 funds opened new UDR positions in Q4 2015 and 20 closed out, a net change of +14 holders.
- The largest UDR buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $72.5M added.
- The largest UDR seller in Q4 2015 was Invesco, an estimated $84.3M sold.
Based on aggregated 13F filings for Q4 2015.