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401 hedge funds and large institutions have $10.5B invested in UDR in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $2.7M

3% more funds holding

Funds holding: 391401 (+10)

3% less capital invested

Capital invested by funds: $10.8B → $10.5B (-$296M)

1.01% less ownership

Funds ownership: 100.47%99.45% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 155

Holders
401
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
8.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
54
Increased
132
Reduced
155
Closed
43
Calls
$2.98M
Puts
$2.7M
Net Calls
+$281K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B -$51.9M -1,389,673 -3%
Cohen & Steers
2
Cohen & Steers
New York
$1.27B -$278M -7,457,254 -18%
BlackRock
3
BlackRock
New York
$1.25B -$28.1M -751,752 -2%
State Street
4
State Street
Massachusetts
$697M -$45.8M -1,226,507 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$674M +$74.4M +1,993,323 +12%
Invesco
6
Invesco
Georgia
$426M -$80.7M -2,160,442 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$216M +$1.15M +30,878 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$167M +$414K +11,077 +0.2%
Northern Trust
9
Northern Trust
Illinois
$166M -$3.91M -104,824 -2%
CIM
10
Centersquare Investment Management
Pennsylvania
$161M +$18.9M +507,280 +13%
Deutsche Bank
11
Deutsche Bank
Germany
$134M +$115M +3,090,537 +631%
JP Morgan Chase
12
JP Morgan Chase
New York
$131M -$2.27M -60,747 -2%
Legal & General Group
13
Legal & General Group
United Kingdom
$126M -$977K -26,177 -0.8%
AAMU
14
APG Asset Management US
New York
$123M -$8.05M -215,500 -6%
Renaissance Technologies
15
Renaissance Technologies
New York
$107M -$52.1M -1,396,090 -33%
ZP
16
Zimmer Partners
New York
$99.1M +$98.9M +2,650,000 New
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$96.8M +$11.1M +297,366 +13%
Norges Bank
18
Norges Bank
Norway
$95.9M -$12.3M -330,288 -11%
Charles Schwab
19
Charles Schwab
California
$94.5M -$56.6M -1,516,091 -37%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$92.3M +$181K +4,842 +0.2%
N
21
Nuveen
North Carolina
$87.7M +$25.6M +684,973 +41%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$87.3M -$20.2M -542,121 -19%
UBS AM
23
UBS AM
Illinois
$85.4M -$10.6M -283,328 -11%
ACM
24
AEW Capital Management
Massachusetts
$82.2M -$2.64M -70,675 -3%
Swiss National Bank
25
Swiss National Bank
Switzerland
$77.8M -$851K -22,800 -1%

UDR Hedge Fund Activity: Q2 2020 in Review

401 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q2 2020, worth a combined $10.5B — down 2.7% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UDR positions and 43 closed out — a net gain of 11 holders — while 132 added to existing stakes and 155 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $115M. The largest seller was Cohen & Steers, cutting an estimated $278M.

  • 401 institutional investors held UDR (UDR) as of Q2 2020, up from 391 in Q1 2020.
  • Funds reported $10.5B of UDR stock for Q2 2020, down 2.7% quarter-over-quarter.
  • 54 funds opened new UDR positions in Q2 2020 and 43 closed out, a net change of +11 holders.
  • The largest UDR buyer in Q2 2020 was Deutsche Bank, an estimated $115M added.
  • The largest UDR seller in Q2 2020 was Cohen & Steers, an estimated $278M sold.

Based on aggregated 13F filings for Q2 2020.