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379 hedge funds and large institutions have $9.69B invested in UDR in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 134 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,557% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $7K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

4% more funds holding

Funds holding: 364379 (+15)

4% more capital invested

Capital invested by funds: $9.36B → $9.69B (+$339M)

2% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 134

1.66% less ownership

Funds ownership: 98.17%96.51% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
379
Holders Change
+15
Holders Change %
+4.12%
% of All Funds
8.68%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
40
Increased
131
Reduced
134
Closed
22
Calls
$1.52M
Puts
$7K
Net Calls
+$1.51M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B -$83.8M -2,315,665 -5%
Cohen & Steers
2
Cohen & Steers
New York
$1.36B +$830K +22,956 +0.1%
BlackRock
3
BlackRock
New York
$1.12B +$4.26M +117,703 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$602M +$19.1M +528,079 +3%
State Street
5
State Street
Massachusetts
$575M -$2.97M -82,097 -0.5%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$451M -$22.4M -619,457 -5%
Renaissance Technologies
7
Renaissance Technologies
New York
$314M +$14.1M +390,700 +5%
PI
8
PGGM Investments
Netherlands
$197M
CIM
9
Centersquare Investment Management
Pennsylvania
$166M +$5.94M +164,250 +4%
Northern Trust
10
Northern Trust
Illinois
$161M -$8.77M -242,597 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$154M +$1.59M +43,862 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$145M +$4.78M +132,077 +4%
Invesco
13
Invesco
Georgia
$128M +$22.8M +630,574 +23%
Charles Schwab
14
Charles Schwab
California
$127M -$3.41M -94,401 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$112M -$845K -23,354 -0.8%
Norges Bank
16
Norges Bank
Norway
$100M
Prudential Financial
17
Prudential Financial
New Jersey
$95.3M +$81.1M +2,241,994 +757%
N
18
Nuveen
North Carolina
$85.3M +$4M +110,654 +5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$80.1M +$213K +5,900 +0.3%
B
20
Barings
North Carolina
$78M -$1.6M -44,344 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$76.8M -$3.54M -97,896 -5%
Morgan Stanley
22
Morgan Stanley
New York
$72.4M +$7.68M +212,345 +12%
Swiss National Bank
23
Swiss National Bank
Switzerland
$68.1M +$1.33M +36,700 +2%
UBS AM
24
UBS AM
Illinois
$58.6M -$2.18M -60,391 -4%
Goldman Sachs
25
Goldman Sachs
New York
$47.2M -$15.3M -424,004 -25%

UDR Hedge Fund Activity: Q2 2018 in Review

379 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2018, worth a combined $9.69B — up 3.6% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UDR positions and 22 closed out — a net gain of 18 holders — while 131 added to existing stakes and 134 trimmed.

The largest buyer was Prudential Financial, adding an estimated $81.1M. The largest seller was Deutsche Bank, cutting an estimated $133M.

  • 379 institutional investors held UDR (UDR) as of Q2 2018, up from 364 in Q1 2018.
  • Funds reported $9.69B of UDR stock for Q2 2018, up 3.6% quarter-over-quarter.
  • 40 funds opened new UDR positions in Q2 2018 and 22 closed out, a net change of +18 holders.
  • The largest UDR buyer in Q2 2018 was Prudential Financial, an estimated $81.1M added.
  • The largest UDR seller in Q2 2018 was Deutsche Bank, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2018.