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UMH

UMH Properties
UMH

98 hedge funds and large institutions have $146M invested in UMH Properties in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

5% more funds holding

Funds holding: 93 → 98 (+5)

1.86% more ownership

Funds ownership: 42.33% → 44.19% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
40
Reduced
24
Closed
4
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$25K

Top Buyers

Rank Fund Capital Flow
1
BI
Boulegeris Investments
Georgia
+$2.9M
2
MAM
Martingale Asset Management
Massachusetts
+$2.15M
3
EI
EAM Investors
California
+$1.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.11M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$4.91M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.26M
3
PCM
Perritt Capital Management
Illinois
-$1.17M
4
BCM
Buckhead Capital Management
Georgia
-$482K
5
TCIM
TIAA CREF Investment Management
New York
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$867K +$535K +44,273 +155%
Morgan Stanley
27
Morgan Stanley
New York
$835K +$42.8K +3,540 +5%
RJA
28
Raymond James & Associates
Florida
$827K +$556K +46,000 +197%
WS
29
Wedbush Securities
California
$807K – – –
BA
30
Bard Associates
Illinois
$777K – – –
Asset Management One
31
Asset Management One
Japan
$710K +$22K +1,820 +3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$643K +$371K +30,700 +132%
Bessemer Group
33
Bessemer Group
New Jersey
$628K +$637K +52,700 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$616K +$6.04K +500 +1%
Renaissance Technologies
35
Renaissance Technologies
New York
$573K -$4.91M -406,700 -89%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$544K +$551K +45,634 New
SO
37
STRS Ohio
Ohio
$520K +$2.27K +188 +0.4%
FAAS
38
First Allied Advisory Services
California
$518K +$526K +43,497 New
Charles Schwab
39
Charles Schwab
California
$475K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$454K -$1.26M -104,447 -73%
TA
41
Teachers Advisors
New York
$438K – – –
GCP
42
GSA Capital Partners
United Kingdom
$419K +$425K +35,189 New
CWAM
43
Columbia Wanger Asset Management
Illinois
$400K +$405K +33,522 New
PAG
44
Private Advisor Group
New Jersey
$382K – – –
BCM
45
Buckhead Capital Management
Georgia
$376K -$482K -39,915 -56%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$351K +$12.7K +1,050 +4%
HCM
47
Highlander Capital Management
New Jersey
$347K +$9.06K +750 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$345K -$3.27K -271 -0.9%
Invesco
49
Invesco
Georgia
$338K +$65.5K +5,421 +24%
TIAAOA
50
Teachers Insurance & Annuity Association of America
New York
$317K – – –
1
2
3 4 5

UMH Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2016, worth a combined $146M — up 12% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UMH positions and 4 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Boulegeris Investments, adding an estimated $2.9M. The largest seller was Renaissance Technologies, cutting an estimated $4.91M.

  • 98 institutional investors held UMH Properties (UMH) as of Q3 2016, up from 93 in Q2 2016.
  • Funds reported $146M of UMH Properties stock for Q3 2016, up 12% quarter-over-quarter.
  • 10 funds opened new UMH Properties positions in Q3 2016 and 4 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q3 2016 was Boulegeris Investments, an estimated $2.9M added.
  • The largest UMH Properties seller in Q3 2016 was Renaissance Technologies, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2016.