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UMH

UMH Properties
UMH

76 hedge funds and large institutions have $86.2M invested in UMH Properties in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

18% more call options, than puts

Call options by funds: $58K | Put options by funds: $49K

9% more capital invested

Capital invested by funds: $78.8M → $86.2M (+$7.37M)

3.83% more ownership

Funds ownership: 35.87% → 39.7% (+3.8%)

0% more funds holding

Funds holding: 76 → 76 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
32
Reduced
16
Closed
8
Calls
$58K
Puts
$49K
Net Calls
+$9K
Net Calls Change
-$75K

Top Buyers

Rank Fund Capital Flow
1
RCM
Rutabaga Capital Management
Massachusetts
+$1.57M
2
Wells Fargo
Wells Fargo
California
+$878K
3
BIT
BlackRock Institutional Trust
California
+$409K
4
Renaissance Technologies
Renaissance Technologies
New York
+$359K
5
RA
RMR Advisors
Massachusetts
+$307K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$701K
2
PAM
Paradigm Asset Management
New York
-$213K
3
Goldman Sachs
Goldman Sachs
New York
-$172K
4
RMA
Roffman Miller Associates
Pennsylvania
-$147K
5
BFA
BlackRock Fund Advisors
California
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$464K +$11.5K +1,153 +2%
LPL Financial
27
LPL Financial
California
$452K +$67.3K +6,753 +17%
TIAAOA
28
Teachers Insurance & Annuity Association of America
New York
$425K +$130K +13,050 +41%
GIP
29
Granite Investment Partners
California
$424K +$12.1K +1,215 +3%
SO
30
STRS Ohio
Ohio
$399K +$87.7K +8,798 +27%
PPA
31
Parametric Portfolio Associates
Washington
$398K +$72.9K +7,316 +21%
Charles Schwab
32
Charles Schwab
California
$379K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$379K +$157K +15,759 +65%
Renaissance Technologies
34
Renaissance Technologies
New York
$342K +$359K +36,000 New
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$335K +$2K +201 +0.6%
CIS
36
Connors Investor Services
Pennsylvania
$233K +$244K +24,513 New
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$221K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$201K – – –
CCB
39
Cutter & Co Brokerage
Missouri
$197K – – –
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$193K – – –
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$187K +$160K +16,073 +440%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$175K – – –
BA
43
BlackRock Advisors
Delaware
$169K – – –
Invesco
44
Invesco
Georgia
$169K +$9.21K +924 +5%
NFA
45
Nationwide Fund Advisors
Ohio
$139K +$2.01K +202 +1%
HC
46
Hourglass Capital
Texas
$138K -$24.9K -2,500 -15%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$132K -$4.13K -414 -3%
U
48
UBS
Switzerland
$126K +$5.01K +503 +4%
AIG
49
American International Group
New York
$123K -$120 -12 -0.1%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$102K – – –
1
2
3 4

UMH Hedge Fund Activity: Q3 2014 in Review

76 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2014, worth a combined $86.2M — up 9.4% from $78.8M a quarter earlier.

Fund positioning in UMH was balanced in Q3 2014: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 16 trimmed.

The largest buyer was Rutabaga Capital Management, adding an estimated $1.57M. The largest seller was Bard Associates, exiting entirely with an estimated $701K sold.

  • 76 institutional investors held UMH Properties (UMH) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $86.2M of UMH Properties stock for Q3 2014, up 9.4% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q3 2014 and 8 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q3 2014 was Rutabaga Capital Management, an estimated $1.57M added.
  • The largest UMH Properties seller in Q3 2014 was Bard Associates, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2014.