UDR
444 hedge funds and large institutions have $12.3B invested in UDR in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 142 reducing their positions, and 51 closing their positions.
370% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $3.08M
24% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 142
14% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 51
0% more funds holding
Funds holding: 443 → 444 (+1)
1.14% less ownership
Funds ownership: 99.9% → 98.76% (-1.1%)
9% less capital invested
Capital invested by funds: $13.5B → $12.3B (-$1.23B)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$127M |
| 2 |
LPC
Long Pond Capital
New York
|
+$74.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$47.4M |
| 4 |
Morgan Stanley
New York
|
+$46.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$209M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$87.8M |
| 3 |
ZP
Zimmer Partners
New York
|
-$82.9M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$41.1M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$41.1M |
UDR Hedge Fund Activity: Q4 2022 in Review
444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q4 2022, worth a combined $12.3B — down 9.1% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new UDR positions and 51 closed out — a net gain of 7 holders — while 176 added to existing stakes and 142 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Cohen & Steers, cutting an estimated $209M.
- 444 institutional investors held UDR (UDR) as of Q4 2022, up from 443 in Q3 2022.
- Funds reported $12.3B of UDR stock for Q4 2022, down 9.1% quarter-over-quarter.
- 58 funds opened new UDR positions in Q4 2022 and 51 closed out, a net change of +7 holders.
- The largest UDR buyer in Q4 2022 was JP Morgan Chase, an estimated $127M added.
- The largest UDR seller in Q4 2022 was Cohen & Steers, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2022.