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UMH

UMH Properties
UMH

72 hedge funds and large institutions have $58.9M invested in UMH Properties in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 71 → 72 (+1)

1% more capital invested

Capital invested by funds: $58.3M → $58.9M (+$572K)

0.06% more ownership

Funds ownership: 31.44% → 31.51% (+0.06%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$940K
2
BFA
BlackRock Fund Advisors
California
+$420K
3
RR
Robotti Robert
+$407K
4
Morgan Stanley
Morgan Stanley
New York
+$292K
5
AAM
Advisors Asset Management
Colorado
+$282K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$274K
2
PCM
Palisade Capital Management
New Jersey
-$224K
3
First Trust Advisors
First Trust Advisors
Illinois
-$106K
4
IG
ING Group
Netherlands
-$103K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$40K -$34.3K -3,336 -46%
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$31K +$1.6K +156 +5%
AA
53
Apriem Advisors
California
$30K – – –
Creative Planning
54
Creative Planning
Kansas
$26K +$27K +2,627 New
PAS
55
Partnervest Advisory Services
California
$23K – – –
Credit Agricole
56
Credit Agricole
France
$17K +$17.5K +1,700 New
BJ
57
BlackRock Japan
Japan
$15K -$2.88K -280 -16%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$15K – – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$14K -$66.6K -6,485 -81%
Ameriprise
60
Ameriprise
Minnesota
$11K -$2.77K -270 -19%
Invesco
61
Invesco
Georgia
$11K – – –
ACM
62
Antonetti Capital Management
Florida
$10K – – –
BlackRock
63
BlackRock
New York
$8K – – –
SAMC
64
Shinko Asset Management Company
Japan
$8K – – –
GT
65
Glenmede Trust
Pennsylvania
$7K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$7K +$5.96K +580 +604%
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$4K – – –
AC
68
Alexandria Capital
Virginia
$3K – – –
Barclays
69
Barclays
United Kingdom
$2K -$2.98K -290 -54%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$2K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2K – – –
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193 +$3.43K +334 +2%
TC
73
TFS Capital
Pennsylvania
– -$274K -26,702 Closed
PCM
74
Palisade Capital Management
New Jersey
– -$224K -21,779 Closed
First Trust Advisors
75
First Trust Advisors
Illinois
– -$106K -10,306 Closed
1 2
3
4

UMH Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2013, worth a combined $58.9M — up 0.98% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UMH positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $940K. The largest seller was TFS Capital, exiting entirely with an estimated $274K sold.

  • 72 institutional investors held UMH Properties (UMH) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $58.9M of UMH Properties stock for Q3 2013, up 0.98% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest UMH Properties buyer in Q3 2013 was Wells Fargo, an estimated $940K added.
  • The largest UMH Properties seller in Q3 2013 was TFS Capital, an estimated $274K sold.

Based on aggregated 13F filings for Q3 2013.