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360 hedge funds and large institutions have $9.93B invested in UDR in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 156 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

39,400% more call options, than puts

Call options by funds: $395K | Put options by funds: $1K

68% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 93

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 361360 (-1)

0.96% less ownership

Funds ownership: 98.63%97.67% (-0.96%)

3% less capital invested

Capital invested by funds: $10.3B → $9.93B (-$339M)

Holders
360
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
156
Reduced
93
Closed
26
Calls
$395K
Puts
$1K
Net Calls
+$394K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$10.1M +260,886 +0.6%
Cohen & Steers
2
Cohen & Steers
New York
$1.43B -$87.4M -2,253,180 -6%
BlackRock
3
BlackRock
New York
$1.1B -$34.3M -885,313 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$751M -$26M -670,046 -3%
State Street
5
State Street
Massachusetts
$579M -$11.2M -289,721 -2%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$545M -$64.7M -1,669,494 -10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$319M +$33.4M +861,421 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$250M +$56.1M +1,448,034 +28%
PI
9
PGGM Investments
Netherlands
$185M -$38.9M -1,004,033 -17%
Northern Trust
10
Northern Trust
Illinois
$165M +$6.56M +169,300 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$146M +$3.26M +84,096 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$125M +$4.8M +123,676 +4%
Charles Schwab
13
Charles Schwab
California
$120M +$14.7M +380,207 +14%
Norges Bank
14
Norges Bank
Norway
$108M +$13.7M +352,397 +14%
Bank of America
15
Bank of America
North Carolina
$90.2M +$33.6M +866,560 +58%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$87.8M -$194K -5,000 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$82.7M +$60.3M +1,554,945 +251%
N
18
Nuveen
North Carolina
$81.4M +$53.6M +1,383,015 +183%
Legal & General Group
19
Legal & General Group
United Kingdom
$77.7M +$4.22M +108,860 +6%
Goldman Sachs
20
Goldman Sachs
New York
$75.6M +$17.6M +454,197 +30%
Swiss National Bank
21
Swiss National Bank
Switzerland
$67.1M +$640K +16,500 +0.9%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$61.8M +$47.5M +1,225,697 +308%
ACI
23
AMP Capital Investors
Australia
$55.7M -$12.7M -328,233 -18%
GC
24
Guggenheim Capital
Illinois
$52.6M +$580K +14,961 +1%
UBS AM
25
UBS AM
Illinois
$49.9M +$1.96M +50,638 +4%

UDR Hedge Fund Activity: Q3 2017 in Review

360 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2017, worth a combined $9.93B — down 3.3% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UDR positions and 26 closed out — a net gain of 4 holders — while 156 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $208M.

  • 360 institutional investors held UDR (UDR) as of Q3 2017, down from 361 in Q2 2017.
  • Funds reported $9.93B of UDR stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 30 funds opened new UDR positions in Q3 2017 and 26 closed out, a net change of +4 holders.
  • The largest UDR buyer in Q3 2017 was Morgan Stanley, an estimated $60.3M added.
  • The largest UDR seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2017.