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383 hedge funds and large institutions have $10.1B invested in UDR in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

6% more funds holding

Funds holding: 360383 (+23)

2% more capital invested

Capital invested by funds: $9.93B → $10.1B (+$162M)

0.26% more ownership

Funds ownership: 97.67%97.92% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 134

Holders
383
Holders Change
+23
Holders Change %
+6.39%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
127
Reduced
134
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$17.8M +458,394 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.46B +$8.32M +213,949 +0.6%
BlackRock
3
BlackRock
New York
$1.13B +$13.8M +354,311 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$678M -$83.6M -2,150,244 -11%
State Street
5
State Street
Massachusetts
$590M +$3.79M +97,362 +0.6%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$539M -$13.9M -356,790 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$304M +$51.6M +1,327,664 +20%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$271M -$52.2M -1,343,031 -16%
PI
9
PGGM Investments
Netherlands
$187M
Northern Trust
10
Northern Trust
Illinois
$172M +$5.19M +133,439 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$152M +$3.73M +96,049 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$134M +$7.9M +203,166 +6%
Charles Schwab
13
Charles Schwab
California
$127M +$6.23M +160,335 +5%
Deutsche Bank
14
Deutsche Bank
Germany
$116M +$85.5M +2,200,003 +271%
Norges Bank
15
Norges Bank
Norway
$103M -$6.57M -169,009 -6%
Invesco
16
Invesco
Georgia
$99.6M +$55.9M +1,438,843 +125%
Morgan Stanley
17
Morgan Stanley
New York
$89.5M +$5.8M +149,180 +7%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$83.9M -$5.09M -130,800 -6%
Goldman Sachs
19
Goldman Sachs
New York
$81.3M +$4.7M +120,903 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$78.8M +$78.4K +2,016 +0.1%
N
21
Nuveen
North Carolina
$70M -$12.6M -323,401 -15%
Swiss National Bank
22
Swiss National Bank
Switzerland
$69.3M +$1.26M +32,500 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$62.6M +$41.5K +1,068 +0.1%
ACI
24
AMP Capital Investors
Australia
$54.5M -$1.93M -49,564 -3%
UBS AM
25
UBS AM
Illinois
$52.4M +$1.91M +49,173 +4%

UDR Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2017, worth a combined $10.1B — up 1.6% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UDR positions and 27 closed out — a net gain of 25 holders — while 127 added to existing stakes and 134 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $85.5M. The largest seller was Fidelity Investments, cutting an estimated $83.6M.

  • 383 institutional investors held UDR (UDR) as of Q4 2017, up from 360 in Q3 2017.
  • Funds reported $10.1B of UDR stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 52 funds opened new UDR positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest UDR buyer in Q4 2017 was Deutsche Bank, an estimated $85.5M added.
  • The largest UDR seller in Q4 2017 was Fidelity Investments, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2017.