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UMH

UMH Properties
UMH

71 hedge funds and large institutions have $59M invested in UMH Properties in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

0% more capital invested

Capital invested by funds: $58.9M → $59M (+$113K)

0.09% less ownership

Funds ownership: 31.51% → 31.42% (-0.09%)

1% less funds holding

Funds holding: 72 → 71 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.05M
2
DADC
D.A. Davidson & Co
Montana
+$884K
3
BIT
BlackRock Institutional Trust
California
+$741K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$564K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
+$536K

Top Sellers

Rank Fund Capital Flow
1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$993K
2
RR
Robotti Robert
-$349K
3
Two Sigma Investments
Two Sigma Investments
New York
-$316K
4
Deutsche Bank
Deutsche Bank
Germany
-$218K
5
Renaissance Technologies
Renaissance Technologies
New York
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Partnervest Advisory Services
California
$22K – – –
EARNEST Partners
52
EARNEST Partners
Georgia
$17K +$17.5K +1,800 New
Credit Agricole
53
Credit Agricole
France
$16K – – –
BJ
54
BlackRock Japan
Japan
$14K – – –
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$14K – – –
Barclays
56
Barclays
United Kingdom
$12K +$10.8K +1,110 +440%
Invesco
57
Invesco
Georgia
$11K +$341 +35 +3%
RFC
58
Russell Frank Company
Washington
$10K -$72.1K -7,400 -87%
BlackRock
59
BlackRock
New York
$10K +$2.38K +244 +29%
ACM
60
Antonetti Capital Management
Florida
$9K – – –
SAMC
61
Shinko Asset Management Company
Japan
$8K – – –
GT
62
Glenmede Trust
Pennsylvania
$7K – – –
Daiwa Securities Group
63
Daiwa Securities Group
Japan
$4K – – –
DCMA
64
Daiwa Capital Markets America
New York
$4K +$3.9K +400 New
AC
65
Alexandria Capital
Virginia
$3K – – –
Ameriprise
66
Ameriprise
Minnesota
$2K -$9.19K -943 -84%
TRCT
67
Tower Research Capital (TRC)
New York
$2K -$4.64K -476 -70%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$2K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$2K – – –
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.84K +$1.9K +195 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12 -$177K -18,171 -93%
SONJCPFE
72
State of New Jersey Common Pension Fund E
New Jersey
– -$993K -100,000 Closed
Two Sigma Investments
73
Two Sigma Investments
New York
– -$316K -31,796 Closed
Renaissance Technologies
74
Renaissance Technologies
New York
– -$205K -20,600 Closed
Comerica Bank
75
Comerica Bank
Texas
– -$124K -12,507 Closed
1 2
3
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UMH Hedge Fund Activity: Q4 2013 in Review

71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2013, worth a combined $59M — up 0.19% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UMH and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 30 added.

The largest buyer was Wells Fargo, adding an estimated $1.05M. The largest seller was State of New Jersey Common Pension Fund E, exiting entirely with an estimated $993K sold.

  • 71 institutional investors held UMH Properties (UMH) as of Q4 2013, down from 72 in Q3 2013.
  • Funds reported $59M of UMH Properties stock for Q4 2013, up 0.19% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q4 2013 was Wells Fargo, an estimated $1.05M added.
  • The largest UMH Properties seller in Q4 2013 was State of New Jersey Common Pension Fund E, an estimated $993K sold.

Based on aggregated 13F filings for Q4 2013.