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UMH

UMH Properties

89 hedge funds and large institutions have $109M invested in UMH Properties in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.96% less ownership

Funds ownership: 41.77%40.82% (-0.96%)

5% less capital invested

Capital invested by funds: $115M → $109M (-$5.68M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

76% less call options, than puts

Call options by funds: $12K | Put options by funds: $50K

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
36
Reduced
21
Closed
6
Calls
$12K
Puts
$50K
Net Calls
-$38K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$616K +$8.98K +933 +2%
Morgan Stanley
27
Morgan Stanley
New York
$609K -$63.4K -6,589 -10%
Asset Management One
28
Asset Management One
Japan
$577K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$501K +$64.5K +6,696 +15%
SO
30
STRS Ohio
Ohio
$440K -$9.27K -963 -2%
Charles Schwab
31
Charles Schwab
California
$395K
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$350K +$40.9K +4,245 +14%
TA
33
Teachers Advisors
New York
$339K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$334K +$9.44K +981 +3%
Deutsche Bank
35
Deutsche Bank
Germany
$318K +$248K +25,717 +394%
HCM
36
Highlander Capital Management
New Jersey
$273K -$45.2K -4,700 -15%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$268K -$51K -5,300 -16%
CIS
38
Connors Investor Services
Pennsylvania
$267K
MAM
39
Martingale Asset Management
Massachusetts
$265K
TIAAOA
40
Teachers Insurance & Annuity Association of America
New York
$264K
Invesco
41
Invesco
Georgia
$232K -$30.2K -3,136 -12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$231K
RJA
43
Raymond James & Associates
Florida
$231K +$347 +36 +0.2%
AAM
44
Advisors Asset Management
Colorado
$222K -$10K -1,043 -4%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$21.1K -2,188 -10%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$201K
CCB
47
Cutter & Co Brokerage
Missouri
$197K
Citigroup
48
Citigroup
New York
$197K +$117K +12,197 +160%
UBS Group
49
UBS Group
Switzerland
$193K +$972 +101 +0.5%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$184K

UMH Hedge Fund Activity: Q1 2016 in Review

89 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2016, worth a combined $109M — down 5% from $115M a quarter earlier.

Fund positioning in UMH was balanced in Q1 2016: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 21 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $947K. The largest seller was Rutabaga Capital Management, cutting an estimated $1.25M.

  • 89 institutional investors held UMH Properties (UMH) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $109M of UMH Properties stock for Q1 2016, down 5% quarter-over-quarter.
  • 6 funds opened new UMH Properties positions in Q1 2016 and 6 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q1 2016 was Renaissance Technologies, an estimated $947K added.
  • The largest UMH Properties seller in Q1 2016 was Rutabaga Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2016.