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UMH

UMH Properties

105 hedge funds and large institutions have $205M invested in UMH Properties in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $146M → $205M (+$59.6M)

35% more call options, than puts

Call options by funds: $197K | Put options by funds: $146K

7% more funds holding

Funds holding: 98105 (+7)

3.15% more ownership

Funds ownership: 44.19%47.34% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
37
Closed
7
Calls
$197K
Puts
$146K
Net Calls
+$51K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.43M -$769 -60 -0.1%
RJA
27
Raymond James & Associates
Florida
$1.24M +$170K +13,244 +19%
TCIM
28
TIAA CREF Investment Management
New York
$1.09M -$34.3K -2,674 -4%
PPA
29
Parametric Portfolio Associates
Washington
$1.02M -$162K -12,613 -16%
WS
30
Wedbush Securities
California
$1.02M
William Blair & Company
31
William Blair & Company
Illinois
$993K +$845K +65,975 New
BA
32
Bard Associates
Illinois
$879K
CCM
33
Cadence Capital Management
Massachusetts
$860K +$732K +57,150 New
PC
34
Pecaut & Co
Iowa
$810K +$689K +53,800 New
Asset Management One
35
Asset Management One
Japan
$804K -$70.1K -5,467 -9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$797K +$16.7K +1,300 +3%
Bessemer Group
37
Bessemer Group
New Jersey
$793K
Charles Schwab
38
Charles Schwab
California
$765K +$141K +11,000 +28%
Two Sigma Investments
39
Two Sigma Investments
New York
$762K -$414K -32,333 -39%
SO
40
STRS Ohio
Ohio
$716K +$50.4K +3,936 +9%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$714K +$608K +47,452 New
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$688K -$105K -8,200 -15%
TA
43
Teachers Advisors
New York
$582K +$24.3K +1,894 +5%
PCM
44
Perritt Capital Management
Illinois
$547K -$1.02M -79,400 -69%
UBS Group
45
UBS Group
Switzerland
$531K +$154K +12,056 +52%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$498K -$160K -12,524 -27%
Citadel Advisors
47
Citadel Advisors
Florida
$496K +$422K +32,920 New
LPC
48
Loeb Partners Corp
New York
$477K +$177K +13,800 +77%
Invesco
49
Invesco
Georgia
$463K +$30.6K +2,392 +8%
PAG
50
Private Advisor Group
New Jersey
$462K -$10.9K -850 -3%

UMH Hedge Fund Activity: Q4 2016 in Review

105 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2016, worth a combined $205M — up 41% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $10.4M. The largest seller was EAM Investors, exiting entirely with an estimated $1.83M sold.

  • 105 institutional investors held UMH Properties (UMH) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $205M of UMH Properties stock for Q4 2016, up 41% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2016 and 7 closed out, a net change of +8 holders.
  • The largest UMH Properties buyer in Q4 2016 was Columbia Wanger Asset Management, an estimated $10.4M added.
  • The largest UMH Properties seller in Q4 2016 was EAM Investors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2016.