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UMH

UMH Properties
UMH

120 hedge funds and large institutions have $290M invested in UMH Properties in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,640% more call options, than puts

Call options by funds: $187K | Put options by funds: $5K

52% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 33

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

3% more funds holding

Funds holding: 116 → 120 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.96% less ownership

Funds ownership: 56.59% → 55.63% (-0.96%)

3% less capital invested

Capital invested by funds: $299M → $290M (-$8.88M)

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
50
Reduced
33
Closed
15
Calls
$187K
Puts
$5K
Net Calls
+$182K
Net Calls Change
+$189K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.02M
2
GCP
GSA Capital Partners
United Kingdom
+$2.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.69M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.47M
5
BlackRock
BlackRock
New York
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.77M
2
Charles Schwab
Charles Schwab
California
-$4.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.05M
4
MAM
Martingale Asset Management
Massachusetts
-$1.28M
5
Millennium Management
Millennium Management
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.93M -$9.89K -650 -0.5%
CCM
27
Cadence Capital Management
Massachusetts
$1.79M +$380K +24,960 +26%
AIA
28
Avalon Investment & Advisory
Texas
$1.73M +$58.2K +3,823 +3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$1.71M +$408K +26,793 +30%
LPC
30
Loeb Partners Corp
New York
$1.69M -$30.4K -2,000 -2%
OAM
31
Oxford Asset Management
United Kingdom
$1.69M +$688K +45,197 +66%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.65M -$3.05M -200,751 -64%
WA
33
WealthTrust Axiom
Pennsylvania
$1.61M +$15.5K +1,019 +0.9%
TCIM
34
TIAA CREF Investment Management
New York
$1.5M -$67.2K -4,418 -4%
WS
35
Wedbush Securities
California
$1.42M -$58K -3,814 -4%
Ameriprise
36
Ameriprise
Minnesota
$1.37M +$171K +11,215 +14%
Goldman Sachs
37
Goldman Sachs
New York
$1.33M +$1.18M +77,339 +645%
Citadel Advisors
38
Citadel Advisors
Florida
$1.25M -$424K -27,844 -25%
William Blair & Company
39
William Blair & Company
Illinois
$1.2M +$107K +7,060 +10%
Victory Capital Management
40
Victory Capital Management
Texas
$1.1M +$1.12M +73,600 New
RJA
41
Raymond James & Associates
Florida
$1.02M +$636K +41,801 +158%
TA
42
Teachers Advisors
New York
$982K +$198K +13,012 +25%
Asset Management One
43
Asset Management One
Japan
$929K +$13.2K +870 +1%
ME
44
McIlrath & Eck
Washington
$907K +$927K +60,902 New
PPA
45
Parametric Portfolio Associates
Washington
$902K -$44.8K -2,941 -5%
BA
46
Bard Associates
Illinois
$840K – – –
PC
47
Pecaut & Co
Iowa
$823K +$87.8K +5,768 +12%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$821K +$21K +1,379 +3%
PCM
49
Palisade Capital Management
New Jersey
$745K -$653K -42,925 -46%
Swiss National Bank
50
Swiss National Bank
Switzerland
$742K – – –
1
2
3 4 5

UMH Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2017, worth a combined $290M — down 3% from $299M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMH positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 33 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.02M. The largest seller was Wellington Management Group, exiting entirely with an estimated $5.77M sold.

  • 120 institutional investors held UMH Properties (UMH) as of Q4 2017, up from 116 in Q3 2017.
  • Funds reported $290M of UMH Properties stock for Q4 2017, down 3% quarter-over-quarter.
  • 19 funds opened new UMH Properties positions in Q4 2017 and 15 closed out, a net change of +4 holders.
  • The largest UMH Properties buyer in Q4 2017 was Royal Bank of Canada, an estimated $4.02M added.
  • The largest UMH Properties seller in Q4 2017 was Wellington Management Group, an estimated $5.77M sold.

Based on aggregated 13F filings for Q4 2017.