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UMH

UMH Properties
UMH

131 hedge funds and large institutions have $378M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $644K | Put options by funds: $222K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $352M → $378M (+$25.2M)

3% more funds holding

Funds holding: 127 → 131 (+4)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

2.02% less ownership

Funds ownership: 63.23% → 61.22% (-2%)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
43
Closed
10
Calls
$644K
Puts
$222K
Net Calls
+$422K
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.98M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14M
3
BlackRock
BlackRock
New York
+$1.77M
4
ICOM
Investment Counselors of Maryland
Maryland
+$1.28M
5
Goldman Sachs
Goldman Sachs
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.07M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.36M
4
WC
Walthausen & Co
New York
-$1.26M
5
MAM
Martingale Asset Management
Massachusetts
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.02M -$597K -41,108 -17%
Axa
27
Axa
France
$2.69M – – –
N
28
Nuveen
North Carolina
$2.52M -$40.4K -2,782 -2%
Victory Capital Management
29
Victory Capital Management
Texas
$2.31M -$167K -11,493 -7%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$2.04M -$249K -17,100 -11%
PPA
31
Parametric Portfolio Associates
Washington
$1.97M +$105K +7,253 +6%
Morgan Stanley
32
Morgan Stanley
New York
$1.88M +$492K +33,842 +36%
SRC
33
Shufro Rose & Co
New York
$1.74M +$179K +12,300 +12%
WA
34
WealthTrust Axiom
Pennsylvania
$1.7M +$727 +50 +0%
Ameriprise
35
Ameriprise
Minnesota
$1.64M -$7.07M -486,739 -81%
SLA
36
Silver Lake Advisory
Utah
$1.61M -$276 -19 -0%
KOCAA
37
Knights of Columbus Asset Advisors
Connecticut
$1.47M – – –
First Trust Advisors
38
First Trust Advisors
Illinois
$1.44M -$55K -3,785 -4%
GHA
39
GW Henssler & Associates
Georgia
$1.43M – – –
PDN
40
Pensionfund DSM Netherlands
Netherlands
$1.28M – – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.24M – – –
GI
42
GAMCO Investors
Connecticut
$1.21M -$40.7K -2,800 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.21M -$23.3K -1,600 -2%
ZCM
44
Ziegler Capital Management
Illinois
$1.18M -$135K -9,284 -10%
ME
45
McIlrath & Eck
Washington
$1.17M +$207K +14,261 +22%
Renaissance Technologies
46
Renaissance Technologies
New York
$1.14M +$469K +32,300 +72%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$1.09M -$95.1K -6,540 -8%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$1.08M – – –
Asset Management One
49
Asset Management One
Japan
$969K +$7.5K +516 +0.8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$920K – – –
1
2
3 4 5

UMH Hedge Fund Activity: Q4 2020 in Review

131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2020, worth a combined $378M — up 7.1% from $352M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 10 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Invesco, adding an estimated $4.98M. The largest seller was Ameriprise, cutting an estimated $7.07M.

  • 131 institutional investors held UMH Properties (UMH) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $378M of UMH Properties stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2020 and 10 closed out, a net change of +5 holders.
  • The largest UMH Properties buyer in Q4 2020 was Invesco, an estimated $4.98M added.
  • The largest UMH Properties seller in Q4 2020 was Ameriprise, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2020.