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391 hedge funds and large institutions have $10.8B invested in UDR in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $899K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.12% more ownership

Funds ownership: 99.35%100.47% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

9% less funds holding

Funds holding: 432391 (-41)

20% less capital invested

Capital invested by funds: $13.6B → $10.8B (-$2.78B)

54% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 71

Holders
391
Holders Change
-41
Holders Change %
-9.49%
% of All Funds
8.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
142
Reduced
153
Closed
71
Calls
$2.66M
Puts
$899K
Net Calls
+$1.76M
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$7.94M +175,472 +0.4%
Cohen & Steers
2
Cohen & Steers
New York
$1.51B +$2.54M +56,106 +0.1%
BlackRock
3
BlackRock
New York
$1.25B -$17M -376,404 -1%
State Street
4
State Street
Massachusetts
$726M +$14.6M +323,643 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$586M -$5.83M -128,807 -0.8%
Invesco
6
Invesco
Georgia
$495M +$180M +3,979,726 +42%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$434M -$37.5M -829,545 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$210M +$530K +11,708 +0.2%
Northern Trust
9
Northern Trust
Illinois
$166M +$4.14M +91,368 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$163M -$867K -19,151 -0.4%
Renaissance Technologies
11
Renaissance Technologies
New York
$156M -$31.5M -696,902 -14%
Charles Schwab
12
Charles Schwab
California
$148M +$12.9M +284,665 +8%
CIM
13
Centersquare Investment Management
Pennsylvania
$139M -$20.5M -452,437 -11%
JP Morgan Chase
14
JP Morgan Chase
New York
$130M +$119M +2,631,823 +282%
AAMU
15
APG Asset Management US
New York
$128M +$9.5M +210,000 +6%
Legal & General Group
16
Legal & General Group
United Kingdom
$124M +$9.23M +203,938 +6%
Norges Bank
17
Norges Bank
Norway
$106M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$105M -$5.95M -131,394 -4%
Morgan Stanley
19
Morgan Stanley
New York
$99.4M -$5.47M -120,762 -4%
UBS AM
20
UBS AM
Illinois
$93.8M +$8.24M +181,961 +8%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$90.1M +$2.81M +61,976 +3%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$83.8M -$5.43M -119,959 -5%
ACM
23
AEW Capital Management
Massachusetts
$82.9M -$4.7M -103,755 -4%
Swiss National Bank
24
Swiss National Bank
Switzerland
$76.9M +$14.9M +329,500 +19%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$72.4M +$18.3M +405,348 +25%

UDR Hedge Fund Activity: Q1 2020 in Review

391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q1 2020, worth a combined $10.8B — down 20% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of UDR and 33 opened new positions — a net loss of 38 holders — while 153 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $180M. The largest seller was Daiwa Securities Group, cutting an estimated $37.5M.

  • 391 institutional investors held UDR (UDR) as of Q1 2020, down from 432 in Q4 2019.
  • Funds reported $10.8B of UDR stock for Q1 2020, down 20% quarter-over-quarter.
  • 33 funds opened new UDR positions in Q1 2020 and 71 closed out, a net change of -38 holders.
  • The largest UDR buyer in Q1 2020 was Invesco, an estimated $180M added.
  • The largest UDR seller in Q1 2020 was Daiwa Securities Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2020.