UDR
425 hedge funds and large institutions have $13.8B invested in UDR in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 124 reducing their positions, and 33 closing their positions.
64% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 33
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more call options, than puts
Call options by funds: $2.29M | Put options by funds: $1.56M
41% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 124
11% more capital invested
Capital invested by funds: $12.5B → $13.8B (+$1.32B)
5% more funds holding
Funds holding: 405 → 425 (+20)
1.41% less ownership
Funds ownership: 98.57% → 97.16% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$99.1M |
| 2 |
BlackRock
New York
|
+$72M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$59.8M |
| 4 |
Cohen & Steers
New York
|
+$49.5M |
| 5 |
State Street
Boston,
Massachusetts
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$99.1M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$77.4M |
| 3 |
Renaissance Technologies
New York
|
-$76.1M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$52.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$36.6M |
UDR Hedge Fund Activity: Q3 2019 in Review
425 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2019, worth a combined $13.8B — up 11% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UDR positions and 33 closed out — a net gain of 21 holders — while 175 added to existing stakes and 124 trimmed.
The largest buyer was Vanguard Group, adding an estimated $99.1M. The largest seller was Zimmer Partners, exiting entirely with an estimated $99.1M sold.
- 425 institutional investors held UDR (UDR) as of Q3 2019, up from 405 in Q2 2019.
- Funds reported $13.8B of UDR stock for Q3 2019, up 11% quarter-over-quarter.
- 54 funds opened new UDR positions in Q3 2019 and 33 closed out, a net change of +21 holders.
- The largest UDR buyer in Q3 2019 was Vanguard Group, an estimated $99.1M added.
- The largest UDR seller in Q3 2019 was Zimmer Partners, an estimated $99.1M sold.
Based on aggregated 13F filings for Q3 2019.