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404 hedge funds and large institutions have $10.8B invested in UDR in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 141 increasing their positions, 129 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7% more funds holding

Funds holding: 376404 (+28)

9% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 129

1% more capital invested

Capital invested by funds: $10.7B → $10.8B (+$76M)

0.28% more ownership

Funds ownership: 98.95%99.23% (+0.28%)

32% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.51M

Holders
404
Holders Change
+28
Holders Change %
+7.45%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
67
Increased
141
Reduced
129
Closed
34
Calls
$1.03M
Puts
$1.51M
Net Calls
-$479K
Net Calls Change
-$863K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B +$36.7M +909,320 +2%
Cohen & Steers
2
Cohen & Steers
New York
$1.75B +$65.4M +1,619,197 +4%
BlackRock
3
BlackRock
New York
$1.22B +$13.2M +326,833 +1%
State Street
4
State Street
Massachusetts
$643M +$14.9M +367,939 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$622M +$38.7M +958,499 +7%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$500M -$8.3M -205,368 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$431M +$68.2M +1,687,898 +18%
PI
8
PGGM Investments
Netherlands
$207M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$181M +$18.5M +458,784 +11%
ZP
10
Zimmer Partners
New York
$165M +$169M +4,175,000 New
Northern Trust
11
Northern Trust
Illinois
$163M -$6.81M -168,526 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$161M -$2.08M -51,516 -1%
Charles Schwab
13
Charles Schwab
California
$143M +$5.47M +135,454 +4%
Invesco
14
Invesco
Georgia
$130M -$7.53M -186,323 -5%
Norges Bank
15
Norges Bank
Norway
$106M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$101M -$13.2M -326,247 -11%
CIM
17
Centersquare Investment Management
Pennsylvania
$99.4M -$57.3M -1,417,253 -36%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$82.8M -$1.05M -25,908 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$82.2M +$1.31M +32,405 +2%
B
20
Barings
North Carolina
$73.5M -$1.74M -43,070 -2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$69.4M -$92.9K -2,300 -0.1%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$68.2M -$12.3M -304,600 -15%
Morgan Stanley
23
Morgan Stanley
New York
$66.6M +$3.39M +83,906 +5%
UBS AM
24
UBS AM
Illinois
$64.2M +$2.54M +62,747 +4%
Deutsche Bank
25
Deutsche Bank
Germany
$55.6M +$22M +544,712 +63%

UDR Hedge Fund Activity: Q4 2018 in Review

404 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2018, worth a combined $10.8B — up 0.71% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UDR positions and 34 closed out — a net gain of 33 holders — while 141 added to existing stakes and 129 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $169M. The largest seller was Centersquare Investment Management, cutting an estimated $57.3M.

  • 404 institutional investors held UDR (UDR) as of Q4 2018, up from 376 in Q3 2018.
  • Funds reported $10.8B of UDR stock for Q4 2018, up 0.71% quarter-over-quarter.
  • 67 funds opened new UDR positions in Q4 2018 and 34 closed out, a net change of +33 holders.
  • The largest UDR buyer in Q4 2018 was Zimmer Partners, an estimated $169M added.
  • The largest UDR seller in Q4 2018 was Centersquare Investment Management, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2018.