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UMH

UMH Properties
UMH

71 hedge funds and large institutions have $59M invested in UMH Properties in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

0% more capital invested

Capital invested by funds: $58.9M → $59M (+$113K)

0.09% less ownership

Funds ownership: 31.51% → 31.42% (-0.09%)

1% less funds holding

Funds holding: 72 → 71 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.05M
2
DADC
D.A. Davidson & Co
Montana
+$884K
3
BIT
BlackRock Institutional Trust
California
+$741K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$564K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
+$536K

Top Sellers

Rank Fund Capital Flow
1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$993K
2
RR
Robotti Robert
-$349K
3
Two Sigma Investments
Two Sigma Investments
New York
-$316K
4
Deutsche Bank
Deutsche Bank
Germany
-$218K
5
Renaissance Technologies
Renaissance Technologies
New York
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$285K +$28.2K +2,900 +11%
LPL Financial
27
LPL Financial
California
$278K +$49.7K +5,100 +21%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$221K +$214K +21,993 +1,479%
PCM
29
Palisade Capital Management
New Jersey
$205K +$212K +21,779 New
Two Sigma Advisers
30
Two Sigma Advisers
New York
$197K -$143K -14,700 -41%
CCB
31
Cutter & Co Brokerage
Missouri
$195K – – –
PPA
32
Parametric Portfolio Associates
Washington
$189K +$2.37K +243 +1%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$187K -$4.87K -500 -2%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$173K – – –
HC
35
Hourglass Capital
Texas
$160K – – –
BA
36
BlackRock Advisors
Delaware
$151K +$41.5K +4,256 +36%
RMA
37
Roffman Miller Associates
Pennsylvania
$140K – – –
NFA
38
Nationwide Fund Advisors
Ohio
$120K +$331 +34 +0.3%
Bank of America
39
Bank of America
North Carolina
$108K -$108K -11,082 -49%
AIG
40
American International Group
New York
$108K +$9.21K +945 +9%
SO
41
STRS Ohio
Ohio
$105K -$14.6K -1,500 -12%
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$99K – – –
Citigroup
43
Citigroup
New York
$96K +$60.5K +6,207 +156%
MAA
44
Managed Account Advisors
New Jersey
$75K -$49.9K -5,126 -39%
U
45
UBS
Switzerland
$70K +$30.6K +3,140 +73%
Deutsche Bank
46
Deutsche Bank
Germany
$61K -$218K -22,426 -77%
DAM
47
Delta Asset Management
Tennessee
$47K +$4.44K +456 +10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$36K -$34.1K -3,500 -48%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$31K +$1.47K +151 +5%
AA
50
Apriem Advisors
California
$28K – – –
1
2
3 4

UMH Hedge Fund Activity: Q4 2013 in Review

71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2013, worth a combined $59M — up 0.19% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UMH and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 30 added.

The largest buyer was Wells Fargo, adding an estimated $1.05M. The largest seller was State of New Jersey Common Pension Fund E, exiting entirely with an estimated $993K sold.

  • 71 institutional investors held UMH Properties (UMH) as of Q4 2013, down from 72 in Q3 2013.
  • Funds reported $59M of UMH Properties stock for Q4 2013, up 0.19% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q4 2013 was Wells Fargo, an estimated $1.05M added.
  • The largest UMH Properties seller in Q4 2013 was State of New Jersey Common Pension Fund E, an estimated $993K sold.

Based on aggregated 13F filings for Q4 2013.