UDR
432 hedge funds and large institutions have $13.6B invested in UDR in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 178 increasing their positions, 122 reducing their positions, and 42 closing their positions.
155% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $743K
46% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 122
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
2.18% more ownership
Funds ownership: 97.16% → 99.35% (+2.2%)
2% more funds holding
Funds holding: 424 → 432 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $13.8B → $13.6B (-$198M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$277M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$204M |
| 3 |
Morgan Stanley
New York
|
+$62.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.4M |
| 5 |
BlackRock
New York
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$149M |
| 2 |
Renaissance Technologies
New York
|
-$125M |
| 3 |
Cohen & Steers
New York
|
-$61.7M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$61.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$56M |
UDR Hedge Fund Activity: Q4 2019 in Review
432 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2019, worth a combined $13.6B — down 1.4% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new UDR positions and 42 closed out — a net gain of 17 holders — while 178 added to existing stakes and 122 trimmed.
The largest buyer was Invesco, adding an estimated $277M. The largest seller was PGGM Investments, cutting an estimated $149M.
- 432 institutional investors held UDR (UDR) as of Q4 2019, up from 424 in Q3 2019.
- Funds reported $13.6B of UDR stock for Q4 2019, down 1.4% quarter-over-quarter.
- 59 funds opened new UDR positions in Q4 2019 and 42 closed out, a net change of +17 holders.
- The largest UDR buyer in Q4 2019 was Invesco, an estimated $277M added.
- The largest UDR seller in Q4 2019 was PGGM Investments, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2019.