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406 hedge funds and large institutions have $12.4B invested in UDR in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

713% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $144K

12% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 141

0.63% less ownership

Funds ownership: 98.98%98.34% (-0.63%)

2% less capital invested

Capital invested by funds: $12.7B → $12.4B (-$221M)

4% less funds holding

Funds holding: 422406 (-16)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
406
Holders Change
-16
Holders Change %
-3.79%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
31
Increased
158
Reduced
141
Closed
44
Calls
$1.17M
Puts
$144K
Net Calls
+$1.03M
Net Calls Change
+$869K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08B +$57.9M +1,285,702 +3%
Cohen & Steers
2
Cohen & Steers
New York
$1.87B -$91.5M -2,031,654 -5%
BlackRock
3
BlackRock
New York
$1.44B +$3.74M +83,043 +0.3%
State Street
4
State Street
Massachusetts
$885M +$67.4M +1,497,662 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$690M -$4.4M -97,679 -0.6%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$563M -$4.04M -89,719 -0.7%
Renaissance Technologies
7
Renaissance Technologies
New York
$412M -$53.1M -1,180,100 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$232M +$16.4M +363,325 +8%
PI
9
PGGM Investments
Netherlands
$228M
Northern Trust
10
Northern Trust
Illinois
$194M +$9.31M +206,649 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$192M +$3.27M +72,542 +2%
Charles Schwab
12
Charles Schwab
California
$180M +$9.59M +213,038 +6%
Invesco
13
Invesco
Georgia
$171M +$19.5M +433,388 +13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$130M +$17.9M +397,275 +16%
Legal & General Group
15
Legal & General Group
United Kingdom
$130M +$19.9M +442,356 +18%
AAMU
16
APG Asset Management US
New York
$124M -$12.5M -278,691 -9%
Norges Bank
17
Norges Bank
Norway
$122M +$1.52M +33,657 +1%
ZP
18
Zimmer Partners
New York
$99.1M
Russell Investments Group
19
Russell Investments Group
United Kingdom
$92.6M -$3.37M -74,840 -3%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$91.3M +$18.4M +408,048 +25%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$88.7M -$1.16M -25,862 -1%
UBS AM
22
UBS AM
Illinois
$86M +$4.68M +103,990 +6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$85.6M +$8.18M +181,551 +11%
Swiss National Bank
24
Swiss National Bank
Switzerland
$80M -$905K -20,100 -1%
N
25
Nuveen
North Carolina
$77.4M +$35.4M +786,733 +84%

UDR Hedge Fund Activity: Q2 2019 in Review

406 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2019, worth a combined $12.4B — down 1.7% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of UDR and 31 opened new positions — a net loss of 13 holders — while 141 trimmed existing stakes and 158 added.

The largest buyer was State Street, adding an estimated $67.4M. The largest seller was Cohen & Steers, cutting an estimated $91.5M.

  • 406 institutional investors held UDR (UDR) as of Q2 2019, down from 422 in Q1 2019.
  • Funds reported $12.4B of UDR stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 31 funds opened new UDR positions in Q2 2019 and 44 closed out, a net change of -13 holders.
  • The largest UDR buyer in Q2 2019 was State Street, an estimated $67.4M added.
  • The largest UDR seller in Q2 2019 was Cohen & Steers, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2019.