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337 hedge funds and large institutions have $9.72B invested in UDR in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,276% more call options, than puts

Call options by funds: $5.73M | Put options by funds: $241K

0.08% more ownership

Funds ownership: 101.39%101.48% (+0.08%)

3% less capital invested

Capital invested by funds: $10B → $9.72B (-$276M)

3% less funds holding

Funds holding: 346337 (-9)

11% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 125

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-9
Holders Change %
-2.6%
% of All Funds
8.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
30
Increased
111
Reduced
125
Closed
37
Calls
$5.73M
Puts
$241K
Net Calls
+$5.49M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65B +$41.1M +1,128,101 +3%
Cohen & Steers
2
Cohen & Steers
New York
$1.64B +$76.7M +2,105,410 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$860M -$84M -2,304,343 -9%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$641M +$32.7M +896,521 +5%
State Street
5
State Street
Massachusetts
$575M +$26.2M +718,309 +5%
BFA
6
BlackRock Fund Advisors
California
$401M +$15M +412,547 +4%
BIT
7
BlackRock Institutional Trust
California
$371M -$13.7M -375,994 -4%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$307M -$12.3M -338,580 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$263M +$92.5M +2,538,172 +53%
PI
10
PGGM Investments
Netherlands
$206M
Northern Trust
11
Northern Trust
Illinois
$159M +$1.33M +36,383 +0.8%
BG
12
BlackRock Group
United Kingdom
$146M +$9.83M +269,840 +7%
ACI
13
AMP Capital Investors
Australia
$140M -$5.32M -146,000 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$127M +$1.52M +41,702 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$101M +$7.31M +200,539 +8%
Renaissance Technologies
16
Renaissance Technologies
New York
$89.8M +$23.3M +639,300 +34%
Invesco
17
Invesco
Georgia
$87.7M -$6.84M -187,818 -7%
Charles Schwab
18
Charles Schwab
California
$82.6M +$6.84M +187,589 +9%
Norges Bank
19
Norges Bank
Norway
$79.9M
SAMC
20
Shinko Asset Management Company
Japan
$73.8M -$1.77M -48,659 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$66M +$1.44M +39,424 +2%
JHIU
22
Janus Henderson Investors US
Colorado
$60.6M -$35.8M -981,219 -37%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$53.5M -$34M -932,796 -39%
Swiss National Bank
24
Swiss National Bank
Switzerland
$51.9M +$32.8K +900 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$50.7M +$9.38M +257,286 +22%

UDR Hedge Fund Activity: Q3 2016 in Review

337 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2016, worth a combined $9.72B — down 2.8% from $10B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UDR and 30 opened new positions — a net loss of 7 holders — while 125 trimmed existing stakes and 111 added.

The largest buyer was Bank of New York Mellon, adding an estimated $92.5M. The largest seller was Fidelity Investments, cutting an estimated $84M.

  • 337 institutional investors held UDR (UDR) as of Q3 2016, down from 346 in Q2 2016.
  • Funds reported $9.72B of UDR stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2016 and 37 closed out, a net change of -7 holders.
  • The largest UDR buyer in Q3 2016 was Bank of New York Mellon, an estimated $92.5M added.
  • The largest UDR seller in Q3 2016 was Fidelity Investments, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2016.