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348 hedge funds and large institutions have $9.67B invested in UDR in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,459% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $109K

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 337348 (+11)

0% less capital invested

Capital invested by funds: $9.72B → $9.67B (-$48.5M)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 120

2.21% less ownership

Funds ownership: 101.48%99.27% (-2.2%)

Holders
348
Holders Change
+11
Holders Change %
+3.26%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
50
Increased
118
Reduced
120
Closed
34
Calls
$4.97M
Puts
$109K
Net Calls
+$4.86M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$7.84M +228,827 +0.5%
Cohen & Steers
2
Cohen & Steers
New York
$1.6B -$49.7M -1,449,342 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$755M -$109M -3,192,237 -13%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$649M -$954K -27,841 -0.2%
State Street
5
State Street
Massachusetts
$574M -$8.8M -256,939 -2%
BIT
6
BlackRock Institutional Trust
California
$385M +$8.47M +247,332 +2%
BFA
7
BlackRock Fund Advisors
California
$384M -$21.1M -617,173 -6%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$276M -$33.3M -970,872 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$267M -$67.7K -1,975 -0%
PI
10
PGGM Investments
Netherlands
$209M
BG
11
BlackRock Group
United Kingdom
$153M +$5.24M +152,955 +4%
Northern Trust
12
Northern Trust
Illinois
$143M -$16.8M -490,024 -11%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$131M +$2.21M +64,538 +2%
ACI
14
AMP Capital Investors
Australia
$125M -$12M -351,555 -9%
Renaissance Technologies
15
Renaissance Technologies
New York
$120M +$26.8M +781,700 +31%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$106M +$2.77M +80,946 +3%
Charles Schwab
17
Charles Schwab
California
$87.5M +$3.6M +104,929 +5%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$82.7M +$26.7M +780,268 +53%
Norges Bank
19
Norges Bank
Norway
$81.6M -$3.06M -89,203 -4%
Millennium Management
20
Millennium Management
New York
$79.4M +$74.6M +2,176,999 New
Invesco
21
Invesco
Georgia
$78.2M -$10M -293,149 -12%
Legal & General Group
22
Legal & General Group
United Kingdom
$65.8M -$984K -28,705 -2%
Swiss National Bank
23
Swiss National Bank
Switzerland
$54M +$1.31M +38,100 +3%
GC
24
Guggenheim Capital
Illinois
$51.5M +$13.7M +399,031 +39%
Goldman Sachs
25
Goldman Sachs
New York
$47.2M -$3.95M -115,227 -8%

UDR Hedge Fund Activity: Q4 2016 in Review

348 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2016, worth a combined $9.67B — down 0.5% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UDR positions and 34 closed out — a net gain of 16 holders — while 118 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $74.6M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 348 institutional investors held UDR (UDR) as of Q4 2016, up from 337 in Q3 2016.
  • Funds reported $9.67B of UDR stock for Q4 2016, down 0.5% quarter-over-quarter.
  • 50 funds opened new UDR positions in Q4 2016 and 34 closed out, a net change of +16 holders.
  • The largest UDR buyer in Q4 2016 was Millennium Management, an estimated $74.6M added.
  • The largest UDR seller in Q4 2016 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2016.