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UMH

UMH Properties
UMH

127 hedge funds and large institutions have $352M invested in UMH Properties in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $316K | Put options by funds: $126K

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

5% more capital invested

Capital invested by funds: $335M → $352M (+$17.4M)

3% more funds holding

Funds holding: 123 → 127 (+4)

0.14% less ownership

Funds ownership: 63.37% → 63.23% (-0.14%)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
38
Closed
11
Calls
$316K
Puts
$126K
Net Calls
+$190K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.83M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.83M
3
ICOM
Investment Counselors of Maryland
Maryland
+$2.73M
4
Axa
Axa
France
+$2.42M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$11M
2
PCM
Penn Capital Management
Pennsylvania
-$4.23M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$2.73M
4
KCM
Kennedy Capital Management
Missouri
-$1.26M
5
WC
Walthausen & Co
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RMR Advisors
Massachusetts
$2.65M – – –
N
27
Nuveen
North Carolina
$2.57M -$143K -10,748 -6%
Axa
28
Axa
France
$2.46M +$2.42M +181,711 New
Victory Capital Management
29
Victory Capital Management
Texas
$2.27M -$661K -49,551 -23%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$2.09M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.86M +$1.28M +95,784 +229%
PPA
32
Parametric Portfolio Associates
Washington
$1.7M +$54.9K +4,117 +3%
WA
33
WealthTrust Axiom
Pennsylvania
$1.56M -$54.2K -4,067 -3%
SLA
34
Silver Lake Advisory
Utah
$1.47M +$28.5K +2,140 +2%
WS
35
Wedbush Securities
California
$1.43M +$155K +11,607 +12%
SRC
36
Shufro Rose & Co
New York
$1.42M +$78.7K +5,900 +6%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.36M +$1.34M +100,789 New
KOCAA
38
Knights of Columbus Asset Advisors
Connecticut
$1.35M +$1.33M +99,516 New
GHA
39
GW Henssler & Associates
Georgia
$1.3M – – –
MAM
40
Martingale Asset Management
Massachusetts
$1.29M +$721K +54,100 +132%
PDN
41
Pensionfund DSM Netherlands
Netherlands
$1.28M +$147K +11,000 +13%
Morgan Stanley
42
Morgan Stanley
New York
$1.26M -$194K -14,516 -13%
ZCM
43
Ziegler Capital Management
Illinois
$1.2M +$191K +14,348 +19%
GI
44
GAMCO Investors
Connecticut
$1.14M -$26.7K -2,000 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.14M +$25.3K +1,900 +2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.13M +$25.3K +1,900 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$1.08M +$32.9K +2,469 +3%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$988K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$911K +$591K +44,308 +193%
Asset Management One
50
Asset Management One
Japan
$885K +$54.2K +4,065 +7%
1
2
3 4 5

UMH Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2020, worth a combined $352M — up 5.2% from $335M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 11 closed out — a net gain of 4 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.83M. The largest seller was Ameriprise, cutting an estimated $11M.

  • 127 institutional investors held UMH Properties (UMH) as of Q3 2020, up from 123 in Q2 2020.
  • Funds reported $352M of UMH Properties stock for Q3 2020, up 5.2% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q3 2020 and 11 closed out, a net change of +4 holders.
  • The largest UMH Properties buyer in Q3 2020 was Fidelity Investments, an estimated $6.83M added.
  • The largest UMH Properties seller in Q3 2020 was Ameriprise, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2020.