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UMH

UMH Properties

85 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $93.8M → $102M (+$8.42M)

5% more funds holding

Funds holding: 8185 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 41.11%40.52% (-0.59%)

89% less call options, than puts

Call options by funds: $1K | Put options by funds: $9K

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
37
Reduced
23
Closed
4
Calls
$1K
Puts
$9K
Net Calls
-$8K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
26
Asset Management One
Japan
$574K
WA
27
WealthTrust Axiom
Pennsylvania
$529K +$34.6K +3,579 +7%
LPL Financial
28
LPL Financial
California
$460K +$14.2K +1,468 +3%
TIAAOA
29
Teachers Insurance & Annuity Association of America
New York
$451K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$402K -$9.38K -970 -2%
Charles Schwab
31
Charles Schwab
California
$401K
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$401K +$12.6K +1,300 +3%
Millennium Management
33
Millennium Management
New York
$390K +$124K +12,845 +50%
SO
34
STRS Ohio
Ohio
$385K -$14K -1,448 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$385K +$317K +32,790 +588%
PAM
36
Paradigm Asset Management
New York
$375K +$360K +37,200 New
PPA
37
Parametric Portfolio Associates
Washington
$338K -$4.06K -420 -1%
TA
38
Teachers Advisors
New York
$335K -$322K -33,304 -50%
NI
39
Numeric Investors
Massachusetts
$330K -$13.5K -1,400 -4%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$309K +$68.7K +7,100 +30%
MAM
41
Martingale Asset Management
Massachusetts
$284K -$479K -49,507 -64%
AAM
42
Advisors Asset Management
Colorado
$274K -$357K -36,910 -58%
CIS
43
Connors Investor Services
Pennsylvania
$271K +$23.2K +2,400 +10%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$261K +$27.1K +2,800 +12%
Invesco
45
Invesco
Georgia
$244K +$52.9K +5,471 +29%
RJA
46
Raymond James & Associates
Florida
$242K -$32.6K -3,375 -12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$224K
UBS Group
48
UBS Group
Switzerland
$215K +$37.2K +3,847 +22%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$213K +$20.4K +2,108 +11%
CCB
50
Cutter & Co Brokerage
Missouri
$200K -$7.74K -800 -4%

UMH Hedge Fund Activity: Q1 2015 in Review

85 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2015, worth a combined $102M — up 9% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UMH positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Perritt Capital Management, opening a new position worth an estimated $1.09M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $1.03M sold.

  • 85 institutional investors held UMH Properties (UMH) as of Q1 2015, up from 81 in Q4 2014.
  • Funds reported $102M of UMH Properties stock for Q1 2015, up 9% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q1 2015 and 4 closed out, a net change of +4 holders.
  • The largest UMH Properties buyer in Q1 2015 was Perritt Capital Management, an estimated $1.09M added.
  • The largest UMH Properties seller in Q1 2015 was Granite Investment Partners, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2015.