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443 hedge funds and large institutions have $13.5B invested in UDR in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $4.7M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0.92% less ownership

Funds ownership: 100.82%99.9% (-0.92%)

3% less funds holding

Funds holding: 456443 (-13)

8% less capital invested

Capital invested by funds: $14.8B → $13.5B (-$1.25B)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

Holders
443
Holders Change
-13
Holders Change %
-2.85%
% of All Funds
7.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
173
Reduced
151
Closed
47
Calls
$9.66M
Puts
$4.7M
Net Calls
+$4.97M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$43.4M +946,096 +2%
Cohen & Steers
2
Cohen & Steers
New York
$1.53B -$108M -2,352,969 -6%
BlackRock
3
BlackRock
New York
$1.43B -$28.8M -626,886 -2%
Norges Bank
4
Norges Bank
Norway
$934M +$117M +2,550,145 +13%
State Street
5
State Street
Massachusetts
$844M -$2.28M -49,620 -0.2%
Invesco
6
Invesco
Georgia
$521M -$7.33M -159,648 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$457M +$15.2M +330,296 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$302M -$37.5M -817,452 -10%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$298M -$3.86M -84,197 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$281M +$6.82M +148,718 +2%
CIM
11
Centersquare Investment Management
Pennsylvania
$262M +$2.24M +48,879 +0.8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$193M -$8.37M -182,435 -4%
Northern Trust
13
Northern Trust
Illinois
$182M -$786K -17,134 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$167M -$120M -2,615,080 -40%
Legal & General Group
15
Legal & General Group
United Kingdom
$163M -$6.07M -132,366 -3%
Charles Schwab
16
Charles Schwab
California
$153M +$6.09M +132,744 +4%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$136M +$37M +806,728 +33%
PI
18
PGGM Investments
Netherlands
$124M +$136M +2,963,538 New
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$123M +$41.3M +899,680 +44%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$112M +$15.1M +328,303 +14%
ACM
21
AEW Capital Management
Massachusetts
$105M +$17.4M +380,200 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$103M +$1.3M +28,426 +1%
UBS AM
23
UBS AM
Illinois
$95.7M -$4.79M -104,433 -4%
Bank of America
24
Bank of America
North Carolina
$94.8M -$10.8M -235,430 -9%
N
25
Nuveen
North Carolina
$91.4M -$29.4M -641,184 -23%

UDR Hedge Fund Activity: Q3 2022 in Review

443 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2022, worth a combined $13.5B — down 8.5% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UDR and 38 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 173 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $120M.

  • 443 institutional investors held UDR (UDR) as of Q3 2022, down from 456 in Q2 2022.
  • Funds reported $13.5B of UDR stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 38 funds opened new UDR positions in Q3 2022 and 47 closed out, a net change of -9 holders.
  • The largest UDR buyer in Q3 2022 was Norges Bank, an estimated $117M added.
  • The largest UDR seller in Q3 2022 was Morgan Stanley, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2022.