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UMH

UMH Properties

120 hedge funds and large institutions have $264M invested in UMH Properties in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 120120 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.25% less ownership

Funds ownership: 55.63%54.38% (-1.3%)

9% less capital invested

Capital invested by funds: $290M → $264M (-$26.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $259K

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
45
Reduced
31
Closed
17
Calls
Puts
$259K
Net Calls
-$259K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.18M -$649K -49,886 -23%
Charles Schwab
27
Charles Schwab
California
$1.96M -$23K -1,769 -1%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$1.81M +$267K +20,518 +18%
CCM
29
Cadence Capital Management
Massachusetts
$1.67M +$52.7K +4,045 +3%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.57M -$165K -12,700 -10%
Citadel Advisors
31
Citadel Advisors
Florida
$1.56M +$421K +32,334 +39%
WA
32
WealthTrust Axiom
Pennsylvania
$1.54M +$85.5K +6,571 +6%
OAM
33
Oxford Asset Management
United Kingdom
$1.47M -$53.6K -4,116 -4%
LPC
34
Loeb Partners Corp
New York
$1.41M -$115K -8,800 -8%
Man Group
35
Man Group
United Kingdom
$1.36M +$1.32M +101,300 New
WS
36
Wedbush Securities
California
$1.35M +$77.1K +5,922 +6%
PDN
37
Pensionfund DSM Netherlands
Netherlands
$1.3M +$1.26M +97,083 New
Victory Capital Management
38
Victory Capital Management
Texas
$1.28M +$288K +22,100 +30%
WG
39
Winton Group
United Kingdom
$1.16M +$1.13M +86,705 New
William Blair & Company
40
William Blair & Company
Illinois
$1.05M -$32.9K -2,525 -3%
PC
41
Pecaut & Co
Iowa
$945K +$198K +15,218 +28%
RJA
42
Raymond James & Associates
Florida
$925K +$8.24K +633 +0.9%
PPA
43
Parametric Portfolio Associates
Washington
$902K +$88.1K +6,768 +11%
TA
44
Teachers Advisors
New York
$884K
Asset Management One
45
Asset Management One
Japan
$839K +$6.86K +527 +0.8%
ME
46
McIlrath & Eck
Washington
$742K -$72.5K -5,567 -9%
BA
47
Bard Associates
Illinois
$737K
SO
48
STRS Ohio
Ohio
$720K +$62.5K +4,803 +10%
Swiss National Bank
49
Swiss National Bank
Switzerland
$716K +$46.9K +3,600 +7%
HCM
50
Highlander Capital Management
New Jersey
$714K +$358K +27,500 +101%

UMH Hedge Fund Activity: Q1 2018 in Review

120 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2018, worth a combined $264M — down 9.2% from $290M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMH positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.59M. The largest seller was Vanguard Group, cutting an estimated $11.1M.

  • 120 institutional investors held UMH Properties (UMH) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $264M of UMH Properties stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 19 funds opened new UMH Properties positions in Q1 2018 and 17 closed out, a net change of +2 holders.
  • The largest UMH Properties buyer in Q1 2018 was Ameriprise, an estimated $5.59M added.
  • The largest UMH Properties seller in Q1 2018 was Vanguard Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2018.