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UMH

UMH Properties
UMH

107 hedge funds and large institutions have $313M invested in UMH Properties in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

43% more call options, than puts

Call options by funds: $261K | Put options by funds: $182K

37% more capital invested

Capital invested by funds: $228M → $313M (+$84.3M)

7% more funds holding

Funds holding: 100 → 107 (+7)

5.58% more ownership

Funds ownership: 49.75% → 55.32% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
47
Reduced
27
Closed
8
Calls
$261K
Puts
$182K
Net Calls
+$79K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.12M
3
AL
AJO LP
Pennsylvania
+$5.86M
4
BlackRock
BlackRock
New York
+$5.57M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$7.47M
2
Wells Fargo
Wells Fargo
California
-$6.66M
3
RCM
Rutabaga Capital Management
Massachusetts
-$4.49M
4
NI
Numeric Investors
Massachusetts
-$1.51M
5
JG
Jefferies Group
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.5M +$296K +17,950 +14%
Ameriprise
27
Ameriprise
Minnesota
$2.42M +$3.33K +202 +0.1%
MAM
28
Martingale Asset Management
Massachusetts
$2.41M -$945K -57,350 -29%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.37M +$1.1M +66,855 +93%
Morgan Stanley
30
Morgan Stanley
New York
$1.95M +$167K +10,151 +10%
WA
31
WealthTrust Axiom
Pennsylvania
$1.91M -$54.3K -3,293 -3%
WS
32
Wedbush Securities
California
$1.87M +$224K +13,565 +14%
PPA
33
Parametric Portfolio Associates
Washington
$1.8M +$635K +38,547 +58%
CCM
34
Cadence Capital Management
Massachusetts
$1.55M +$81.2K +4,928 +6%
LPL Financial
35
LPL Financial
California
$1.42M -$130K -7,900 -9%
TCIM
36
TIAA CREF Investment Management
New York
$1.28M +$141K +8,564 +13%
William Blair & Company
37
William Blair & Company
Illinois
$1.23M +$31.8K +1,930 +3%
AIA
38
Avalon Investment & Advisory
Texas
$1.22M +$128K +7,773 +12%
BA
39
Bard Associates
Illinois
$999K – – –
Asset Management One
40
Asset Management One
Japan
$989K -$55.4K -3,360 -5%
Bessemer Group
41
Bessemer Group
New Jersey
$987K -$37.9K -2,300 -4%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$904K +$874K +53,039 New
PC
43
Pecaut & Co
Iowa
$849K – – –
TA
44
Teachers Advisors
New York
$845K +$67K +4,067 +9%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$841K -$19.8K -1,200 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$809K – – –
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$791K -$824K -49,971 -52%
Swiss National Bank
48
Swiss National Bank
Switzerland
$769K +$744K +45,100 New
Allianz Asset Management
49
Allianz Asset Management
Germany
$763K -$12.5K -760 -2%
SO
50
STRS Ohio
Ohio
$743K -$72.3K -4,385 -9%
1
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UMH Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2017, worth a combined $313M — up 37% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 8 closed out — a net gain of 7 holders — while 47 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $7.47M.

  • 107 institutional investors held UMH Properties (UMH) as of Q2 2017, up from 100 in Q1 2017.
  • Funds reported $313M of UMH Properties stock for Q2 2017, up 37% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest UMH Properties buyer in Q2 2017 was Vanguard Group, an estimated $37M added.
  • The largest UMH Properties seller in Q2 2017 was Columbia Wanger Asset Management, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2017.