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UMH

UMH Properties
UMH

72 hedge funds and large institutions have $58.9M invested in UMH Properties in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 71 → 72 (+1)

1% more capital invested

Capital invested by funds: $58.3M → $58.9M (+$572K)

0.06% more ownership

Funds ownership: 31.44% → 31.51% (+0.06%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$940K
2
BFA
BlackRock Fund Advisors
California
+$420K
3
RR
Robotti Robert
+$407K
4
Morgan Stanley
Morgan Stanley
New York
+$292K
5
AAM
Advisors Asset Management
Colorado
+$282K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$274K
2
PCM
Palisade Capital Management
New Jersey
-$224K
3
First Trust Advisors
First Trust Advisors
Illinois
-$106K
4
IG
ING Group
Netherlands
-$103K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
26
Teachers Insurance & Annuity Association of America
New York
$315K – – –
Deutsche Bank
27
Deutsche Bank
Germany
$286K +$133K +12,957 +81%
Charles Schwab
28
Charles Schwab
California
$272K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$271K +$9.88K +962 +4%
LPL Financial
30
LPL Financial
California
$244K +$98.6K +9,600 +65%
Bank of America
31
Bank of America
North Carolina
$223K -$39.8K -3,878 -15%
CCB
32
Cutter & Co Brokerage
Missouri
$206K +$105K +10,200 +97%
Renaissance Technologies
33
Renaissance Technologies
New York
$205K +$212K +20,600 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$202K -$1.57K -153 -0.7%
PPA
35
Parametric Portfolio Associates
Washington
$197K -$50.4K -4,902 -20%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$183K – – –
HC
37
Hourglass Capital
Texas
$169K – – –
RMA
38
Roffman Miller Associates
Pennsylvania
$148K – – –
MAA
39
Managed Account Advisors
New Jersey
$130K +$750 +73 +0.6%
NFA
40
Nationwide Fund Advisors
Ohio
$126K +$18.7K +1,819 +17%
SO
41
STRS Ohio
Ohio
$126K +$59.6K +5,800 +84%
Comerica Bank
42
Comerica Bank
Texas
$124K +$128K +12,507 New
CS
43
Credit Suisse
Switzerland
$116K -$4.33K -421 -3%
BA
44
BlackRock Advisors
Delaware
$116K +$6.9K +672 +6%
AIG
45
American International Group
New York
$104K +$10K +974 +10%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$104K – – –
RFC
47
Russell Frank Company
Washington
$84K +$87.3K +8,500 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$72K -$19.5K -1,902 -21%
DAM
49
Delta Asset Management
Tennessee
$45K – – –
U
50
UBS
Switzerland
$43K +$10.3K +1,003 +30%
1
2
3 4

UMH Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2013, worth a combined $58.9M — up 0.98% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UMH positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $940K. The largest seller was TFS Capital, exiting entirely with an estimated $274K sold.

  • 72 institutional investors held UMH Properties (UMH) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $58.9M of UMH Properties stock for Q3 2013, up 0.98% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest UMH Properties buyer in Q3 2013 was Wells Fargo, an estimated $940K added.
  • The largest UMH Properties seller in Q3 2013 was TFS Capital, an estimated $274K sold.

Based on aggregated 13F filings for Q3 2013.