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UMH

UMH Properties

85 hedge funds and large institutions have $105M invested in UMH Properties in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

1.13% more ownership

Funds ownership: 40.52%41.65% (+1.1%)

2% more capital invested

Capital invested by funds: $102M → $105M (+$2.48M)

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
40
Reduced
19
Closed
8
Calls
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$624K +$181K +18,102 +41%
Morgan Stanley
27
Morgan Stanley
New York
$610K -$297K -29,714 -32%
Asset Management One
28
Asset Management One
Japan
$571K +$18.7K +1,870 +3%
JP Morgan Chase
29
JP Morgan Chase
New York
$560K -$40K -4,000 -7%
WA
30
WealthTrust Axiom
Pennsylvania
$520K +$5.79K +579 +1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$426K +$35.2K +3,516 +9%
SO
32
STRS Ohio
Ohio
$425K +$50.9K +5,092 +13%
PPA
33
Parametric Portfolio Associates
Washington
$411K +$83.5K +8,347 +25%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$399K +$8.92K +892 +2%
Charles Schwab
35
Charles Schwab
California
$391K
PAM
36
Paradigm Asset Management
New York
$365K
AAM
37
Advisors Asset Management
Colorado
$356K +$91.2K +9,115 +34%
TA
38
Teachers Advisors
New York
$335K +$8.4K +840 +3%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$301K
Millennium Management
40
Millennium Management
New York
$275K -$107K -10,688 -28%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$272K +$18.4K +1,835 +7%
MAM
42
Martingale Asset Management
Massachusetts
$268K -$8K -800 -3%
CIS
43
Connors Investor Services
Pennsylvania
$264K
TIAAOA
44
Teachers Insurance & Annuity Association of America
New York
$257K -$186K -18,553 -41%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$247K +$252K +25,196 New
Invesco
46
Invesco
Georgia
$244K +$6.79K +679 +3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$228K
RJA
48
Raymond James & Associates
Florida
$216K -$20K -2,000 -8%
Deutsche Bank
49
Deutsche Bank
Germany
$197K -$181K -18,126 -47%
CCB
50
Cutter & Co Brokerage
Missouri
$195K

UMH Hedge Fund Activity: Q2 2015 in Review

85 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2015, worth a combined $105M — up 2.4% from $102M a quarter earlier.

Fund positioning in UMH was balanced in Q2 2015: 8 funds opened new positions, 8 closed out, 40 added to existing stakes and 19 trimmed.

The largest buyer was Globeflex Capital, opening a new position worth an estimated $1.06M. The largest seller was Wells Fargo, cutting an estimated $484K.

  • 85 institutional investors held UMH Properties (UMH) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $105M of UMH Properties stock for Q2 2015, up 2.4% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q2 2015 and 8 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q2 2015 was Globeflex Capital, an estimated $1.06M added.
  • The largest UMH Properties seller in Q2 2015 was Wells Fargo, an estimated $484K sold.

Based on aggregated 13F filings for Q2 2015.