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UMH

UMH Properties
UMH

81 hedge funds and large institutions have $93.8M invested in UMH Properties in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $86.2M → $93.8M (+$7.58M)

7% more funds holding

Funds holding: 76 → 81 (+5)

1.41% more ownership

Funds ownership: 39.7% → 41.11% (+1.4%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
33
Reduced
16
Closed
6
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.66M
2
BFA
BlackRock Fund Advisors
California
+$1.44M
3
MAM
Martingale Asset Management
Massachusetts
+$748K
4
GIP
Granite Investment Partners
California
+$608K
5
JP Morgan Chase
JP Morgan Chase
New York
+$573K

Top Sellers

Rank Fund Capital Flow
1
CCM
Coe Capital Management
Illinois
-$843K
2
Wells Fargo
Wells Fargo
California
-$97.8K
3
PPA
Parametric Portfolio Associates
Washington
-$76.2K
4
LPL Financial
LPL Financial
California
-$45.1K
5
PAM
Panagora Asset Management
Massachusetts
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$610K +$35.6K +3,700 +6%
JP Morgan Chase
27
JP Morgan Chase
New York
$569K +$573K +59,500 New
Daiwa Securities Group
28
Daiwa Securities Group
Japan
$548K +$199K +20,712 +5,178%
Asset Management One
29
Asset Management One
Japan
$536K -$29.8K -3,098 -5%
WA
30
WealthTrust Axiom
Pennsylvania
$467K +$568 +59 +0.1%
TIAAOA
31
Teachers Insurance & Annuity Association of America
New York
$428K – – –
LPL Financial
32
LPL Financial
California
$410K -$45.1K -4,681 -10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$391K +$9.92K +1,030 +3%
Charles Schwab
34
Charles Schwab
California
$381K – – –
SO
35
STRS Ohio
Ohio
$380K -$21.4K -2,220 -5%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$368K +$31.3K +3,252 +9%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$355K +$358K +37,200 New
NI
38
Numeric Investors
Massachusetts
$327K +$329K +34,200 New
PPA
39
Parametric Portfolio Associates
Washington
$325K -$76.2K -7,916 -19%
RJA
40
Raymond James & Associates
Florida
$262K +$264K +27,433 New
Millennium Management
41
Millennium Management
New York
$247K +$249K +25,863 New
CIS
42
Connors Investor Services
Pennsylvania
$234K – – –
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$225K +$31.8K +3,300 +16%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$224K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$221K +$19.5K +2,025 +10%
CCB
46
Cutter & Co Brokerage
Missouri
$198K – – –
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$182K -$6.92K -718 -4%
Invesco
48
Invesco
Georgia
$179K +$9.38K +974 +5%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$176K – – –
BA
50
BlackRock Advisors
Delaware
$170K – – –
1
2
3 4

UMH Hedge Fund Activity: Q4 2014 in Review

81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2014, worth a combined $93.8M — up 8.8% from $86.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UMH positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.66M. The largest seller was Coe Capital Management, exiting entirely with an estimated $843K sold.

  • 81 institutional investors held UMH Properties (UMH) as of Q4 2014, up from 76 in Q3 2014.
  • Funds reported $93.8M of UMH Properties stock for Q4 2014, up 8.8% quarter-over-quarter.
  • 12 funds opened new UMH Properties positions in Q4 2014 and 6 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q4 2014 was Renaissance Technologies, an estimated $1.66M added.
  • The largest UMH Properties seller in Q4 2014 was Coe Capital Management, an estimated $843K sold.

Based on aggregated 13F filings for Q4 2014.