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UMH

UMH Properties
UMH

119 hedge funds and large institutions have $331M invested in UMH Properties in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

26% more capital invested

Capital invested by funds: $264M → $331M (+$67.5M)

13% more call options, than puts

Call options by funds: $309K | Put options by funds: $274K

4.58% more ownership

Funds ownership: 54.38% → 58.96% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 120 → 119 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% 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
8
Increased
55
Reduced
30
Closed
9
Calls
$309K
Puts
$274K
Net Calls
+$35K
Net Calls Change
+$294K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.03M
4
Boston Partners
Boston Partners
Massachusetts
+$3.89M
5
TCIM
TIAA CREF Investment Management
New York
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.38M
3
Man Group
Man Group
United Kingdom
-$1.36M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.24M
5
Millennium Management
Millennium Management
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RMR Advisors
Massachusetts
$2.63M -$184K -13,090 -7%
Charles Schwab
27
Charles Schwab
California
$2.41M +$148K +10,495 +7%
MNG
28
Manning & Napier Group
New York
$2.18M -$820K -58,185 -29%
CCM
29
Cadence Capital Management
Massachusetts
$2.14M +$212K +15,061 +12%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.06M -$19.2K -1,363 -1%
WA
31
WealthTrust Axiom
Pennsylvania
$1.76M +$268 +19 +0%
OAM
32
Oxford Asset Management
United Kingdom
$1.67M +$704 +50 +0%
WS
33
Wedbush Securities
California
$1.57M +$14.6K +1,037 +1%
PDN
34
Pensionfund DSM Netherlands
Netherlands
$1.49M – – –
Victory Capital Management
35
Victory Capital Management
Texas
$1.47M – – –
Goldman Sachs
36
Goldman Sachs
New York
$1.45M +$999K +70,921 +300%
LPC
37
Loeb Partners Corp
New York
$1.43M -$166K -11,808 -11%
Citadel Advisors
38
Citadel Advisors
Florida
$1.38M -$372K -26,435 -23%
GCP
39
GSA Capital Partners
United Kingdom
$1.32M +$961K +68,219 +380%
PPA
40
Parametric Portfolio Associates
Washington
$1.2M +$156K +11,098 +16%
William Blair & Company
41
William Blair & Company
Illinois
$1.18M -$22.5K -1,600 -2%
TA
42
Teachers Advisors
New York
$1.1M +$78.9K +5,601 +8%
PC
43
Pecaut & Co
Iowa
$1.08M +$1.84K +131 +0.2%
Asset Management One
44
Asset Management One
Japan
$949K +$5.23K +371 +0.6%
LPL Financial
45
LPL Financial
California
$873K +$103K +7,280 +15%
HCM
46
Highlander Capital Management
New Jersey
$865K +$21.8K +1,550 +3%
SO
47
STRS Ohio
Ohio
$858K +$30.9K +2,193 +4%
BA
48
Bard Associates
Illinois
$828K – – –
Swiss National Bank
49
Swiss National Bank
Switzerland
$820K – – –
Invesco
50
Invesco
Georgia
$791K +$126K +8,948 +21%
1
2
3 4 5

UMH Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2018, worth a combined $331M — up 26% from $264M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UMH and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 55 added.

The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was Balyasny Asset Management, cutting an estimated $3.2M.

  • 119 institutional investors held UMH Properties (UMH) as of Q2 2018, down from 120 in Q1 2018.
  • Funds reported $331M of UMH Properties stock for Q2 2018, up 26% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q2 2018 and 9 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q2 2018 was Ameriprise, an estimated $10.6M added.
  • The largest UMH Properties seller in Q2 2018 was Balyasny Asset Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2018.