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UMH

UMH Properties

83 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 41.65%41.51% (-0.15%)

3% less capital invested

Capital invested by funds: $105M → $102M (-$2.88M)

2% less funds holding

Funds holding: 8583 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

96% less call options, than puts

Call options by funds: $1K | Put options by funds: $28K

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
33
Reduced
24
Closed
4
Calls
$1K
Puts
$28K
Net Calls
-$27K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$593K +$340K +35,704 +127%
LPL Financial
27
LPL Financial
California
$580K -$23.3K -2,450 -4%
PPA
28
Parametric Portfolio Associates
Washington
$549K +$162K +17,066 +41%
JP Morgan Chase
29
JP Morgan Chase
New York
$548K +$17.6K +1,853 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$534K +$356K +37,386 +185%
Morgan Stanley
31
Morgan Stanley
New York
$524K -$56.2K -5,900 -9%
Asset Management One
32
Asset Management One
Japan
$518K -$14.1K -1,480 -3%
SO
33
STRS Ohio
Ohio
$410K +$7.05K +741 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$406K +$2.17K +228 +0.5%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$378K -$952 -100 -0.2%
Charles Schwab
36
Charles Schwab
California
$371K
TA
37
Teachers Advisors
New York
$318K
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$299K +$14.3K +1,500 +5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$274K +$15.6K +1,641 +6%
CIS
40
Connors Investor Services
Pennsylvania
$250K
MAM
41
Martingale Asset Management
Massachusetts
$249K -$5.71K -600 -2%
TIAAOA
42
Teachers Insurance & Annuity Association of America
New York
$244K
Invesco
43
Invesco
Georgia
$239K +$7.41K +778 +3%
AAM
44
Advisors Asset Management
Colorado
$232K -$108K -11,359 -31%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$216K
RJA
46
Raymond James & Associates
Florida
$205K
HCM
47
Highlander Capital Management
New Jersey
$193K +$23.8K +2,500 +14%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$189K -$46.6K -4,896 -19%
UBS Group
49
UBS Group
Switzerland
$189K +$8.19K +860 +4%
CCB
50
Cutter & Co Brokerage
Missouri
$185K

UMH Hedge Fund Activity: Q3 2015 in Review

83 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2015, worth a combined $102M — down 2.8% from $105M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UMH and 3 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.

The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was Rutabaga Capital Management, cutting an estimated $2.28M.

  • 83 institutional investors held UMH Properties (UMH) as of Q3 2015, down from 85 in Q2 2015.
  • Funds reported $102M of UMH Properties stock for Q3 2015, down 2.8% quarter-over-quarter.
  • 3 funds opened new UMH Properties positions in Q3 2015 and 4 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q3 2015 was Vanguard Group, an estimated $1.49M added.
  • The largest UMH Properties seller in Q3 2015 was Rutabaga Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2015.