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361 hedge funds and large institutions have $10.3B invested in UDR in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $118K

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $9.62B → $10.3B (+$657M)

2% more funds holding

Funds holding: 354361 (+7)

4% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 124

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.63% less ownership

Funds ownership: 99.25%98.63% (-0.63%)

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
129
Reduced
124
Closed
24
Calls
$1.73M
Puts
$118K
Net Calls
+$1.61M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$13.1M +343,648 +0.7%
Cohen & Steers
2
Cohen & Steers
New York
$1.56B -$24.1M -633,682 -2%
BlackRock
3
BlackRock
New York
$1.16B +$27.4M +720,979 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$796M -$6.08M -159,638 -0.8%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$624M -$44.9M -1,178,266 -7%
State Street
6
State Street
Massachusetts
$604M -$9.12M -239,455 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$293M +$955K +25,082 +0.3%
PI
8
PGGM Investments
Netherlands
$229M +$5.29M +139,000 +2%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$219M -$29.9M -785,769 -12%
Renaissance Technologies
10
Renaissance Technologies
New York
$199M +$34.6M +908,800 +22%
Northern Trust
11
Northern Trust
Illinois
$163M +$4.02M +105,654 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$147M +$4.29M +112,596 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$123M +$2.2M +57,718 +2%
Charles Schwab
14
Charles Schwab
California
$108M +$10.2M +266,808 +11%
Norges Bank
15
Norges Bank
Norway
$97.2M +$1.46M +38,343 +2%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$90.2M -$1.16M -30,500 -1%
Legal & General Group
17
Legal & General Group
United Kingdom
$75.4M +$1.41M +37,067 +2%
ACI
18
AMP Capital Investors
Australia
$70.2M -$17.1M -448,100 -20%
Swiss National Bank
19
Swiss National Bank
Switzerland
$68.2M +$1.16M +30,600 +2%
Invesco
20
Invesco
Georgia
$62.6M -$21.3M -559,693 -26%
Goldman Sachs
21
Goldman Sachs
New York
$59.8M +$3.85M +101,163 +7%
Bank of America
22
Bank of America
North Carolina
$58.7M +$16.1M +423,307 +39%
CS
23
Credit Suisse
Switzerland
$53.8M -$9.74M -255,767 -16%
GC
24
Guggenheim Capital
Illinois
$53.3M -$3.05M -79,990 -6%
UBS AM
25
UBS AM
Illinois
$49.2M +$1.42M +37,404 +3%

UDR Hedge Fund Activity: Q2 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2017, worth a combined $10.3B — up 6.8% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UDR positions and 24 closed out — a net gain of 10 holders — while 129 added to existing stakes and 124 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $34.6M. The largest seller was Daiwa Securities Group, cutting an estimated $44.9M.

  • 361 institutional investors held UDR (UDR) as of Q2 2017, up from 354 in Q1 2017.
  • Funds reported $10.3B of UDR stock for Q2 2017, up 6.8% quarter-over-quarter.
  • 34 funds opened new UDR positions in Q2 2017 and 24 closed out, a net change of +10 holders.
  • The largest UDR buyer in Q2 2017 was Renaissance Technologies, an estimated $34.6M added.
  • The largest UDR seller in Q2 2017 was Daiwa Securities Group, an estimated $44.9M sold.

Based on aggregated 13F filings for Q2 2017.