We are live on ! Find out more
UMH

UMH Properties

76 hedge funds and large institutions have $78.8M invested in UMH Properties in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $131K | Put options by funds: $47K

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $67.4M → $78.8M (+$11.4M)

3.69% more ownership

Funds ownership: 32.18%35.87% (+3.7%)

4% less funds holding

Funds holding: 7976 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
15
Closed
8
Calls
$131K
Puts
$47K
Net Calls
+$84K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
26
Granite Investment Partners
California
$435K +$5.84K +592 +1%
LPL Financial
27
LPL Financial
California
$410K +$46.4K +4,700 +13%
Charles Schwab
28
Charles Schwab
California
$400K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$352K +$24.7K +2,500 +8%
PPA
30
Parametric Portfolio Associates
Washington
$347K +$61.9K +6,279 +22%
SO
31
STRS Ohio
Ohio
$333K +$217K +22,005 +197%
TIAAOA
32
Teachers Insurance & Annuity Association of America
New York
$318K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$242K +$266 +27 +0.1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$233K
PAM
35
Paradigm Asset Management
New York
$213K +$209K +21,200 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$212K +$20K +2,025 +11%
CCB
37
Cutter & Co Brokerage
Missouri
$208K
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$204K
VOYA Investment Management
39
VOYA Investment Management
Georgia
$184K
BA
40
BlackRock Advisors
Delaware
$179K -$22.5K -2,278 -11%
Goldman Sachs
41
Goldman Sachs
New York
$172K -$152K -15,451 -47%
HC
42
Hourglass Capital
Texas
$171K
Invesco
43
Invesco
Georgia
$169K -$1.38K -140 -0.8%
RMA
44
Roffman Miller Associates
Pennsylvania
$147K
NFA
45
Nationwide Fund Advisors
Ohio
$145K +$9.84K +997 +7%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$143K +$16.9K +1,710 +14%
AIG
47
American International Group
New York
$130K +$11.9K +1,210 +10%
U
48
UBS
Switzerland
$128K +$29K +2,941 +30%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126K +$111K +11,235 +860%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$107K +$2.36K +239 +2%

UMH Hedge Fund Activity: Q2 2014 in Review

76 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2014, worth a combined $78.8M — up 17% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UMH and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $8.38M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $213K sold.

  • 76 institutional investors held UMH Properties (UMH) as of Q2 2014, down from 79 in Q1 2014.
  • Funds reported $78.8M of UMH Properties stock for Q2 2014, up 17% quarter-over-quarter.
  • 6 funds opened new UMH Properties positions in Q2 2014 and 8 closed out, a net change of -2 holders.
  • The largest UMH Properties buyer in Q2 2014 was Rutabaga Capital Management, an estimated $8.38M added.
  • The largest UMH Properties seller in Q2 2014 was Palisade Capital Management, an estimated $213K sold.

Based on aggregated 13F filings for Q2 2014.