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422 hedge funds and large institutions have $12.7B invested in UDR in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

19% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 135

17% more capital invested

Capital invested by funds: $10.8B → $12.7B (+$1.87B)

4% more funds holding

Funds holding: 404422 (+18)

9% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $1.74M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.25% less ownership

Funds ownership: 99.23%98.98% (-0.25%)

Holders
422
Holders Change
+18
Holders Change %
+4.46%
% of All Funds
9.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
160
Reduced
135
Closed
34
Calls
$1.9M
Puts
$1.74M
Net Calls
+$158K
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B +$27.4M +631,910 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.98B -$25.1M -578,670 -1%
BlackRock
3
BlackRock
New York
$1.46B +$59.2M +1,364,241 +4%
State Street
4
State Street
Massachusetts
$828M +$86.7M +1,996,914 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$704M -$9.52M -219,351 -1%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$574M +$404K +9,316 +0.1%
Renaissance Technologies
7
Renaissance Technologies
New York
$471M -$23M -530,200 -5%
PI
8
PGGM Investments
Netherlands
$231M -$6.86M -158,000 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$219M +$10.6M +244,700 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$191M +$5.76M +132,761 +3%
Northern Trust
11
Northern Trust
Illinois
$187M +$598K +13,783 +0.3%
Charles Schwab
12
Charles Schwab
California
$172M +$7.85M +180,936 +5%
Invesco
13
Invesco
Georgia
$153M +$4.3M +98,950 +3%
AAMU
14
APG Asset Management US
New York
$139M +$83M +1,912,191 +168%
Norges Bank
15
Norges Bank
Norway
$122M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$114M -$1.84M -42,436 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$111M +$16M +369,503 +18%
ZP
18
Zimmer Partners
New York
$100M -$85.4M -1,967,500 -47%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$97.4M +$2.14M +49,317 +2%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$91M +$12.1M +278,800 +16%
UBS AM
21
UBS AM
Illinois
$82.4M +$8.28M +190,680 +12%
Swiss National Bank
22
Swiss National Bank
Switzerland
$81.9M +$2.16M +49,800 +3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$78.4M +$43.4M +1,000,076 +138%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$73.9M +$12.1M +277,894 +21%
B
25
Barings
North Carolina
$70.6M -$13.1M -302,628 -16%

UDR Hedge Fund Activity: Q1 2019 in Review

422 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2019, worth a combined $12.7B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UDR positions and 34 closed out — a net gain of 20 holders — while 160 added to existing stakes and 135 trimmed.

The largest buyer was State Street, adding an estimated $86.7M. The largest seller was Zimmer Partners, cutting an estimated $85.4M.

  • 422 institutional investors held UDR (UDR) as of Q1 2019, up from 404 in Q4 2018.
  • Funds reported $12.7B of UDR stock for Q1 2019, up 17% quarter-over-quarter.
  • 54 funds opened new UDR positions in Q1 2019 and 34 closed out, a net change of +20 holders.
  • The largest UDR buyer in Q1 2019 was State Street, an estimated $86.7M added.
  • The largest UDR seller in Q1 2019 was Zimmer Partners, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2019.