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UMH

UMH Properties

76 hedge funds and large institutions have $78.8M invested in UMH Properties in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $131K | Put options by funds: $47K

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $67.4M → $78.8M (+$11.4M)

3.69% more ownership

Funds ownership: 32.18%35.87% (+3.7%)

4% less funds holding

Funds holding: 7976 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
15
Closed
8
Calls
$131K
Puts
$47K
Net Calls
+$84K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
51
Managed Account Advisors
New Jersey
$107K +$3.98K +403 +4%
Bank of America
52
Bank of America
North Carolina
$103K -$9.9K -1,004 -9%
DAM
53
Delta Asset Management
Tennessee
$50K
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$37K +$602 +61 +2%
PAS
55
Partnervest Advisory Services
California
$17K -$5.92K -600 -26%
Credit Agricole
56
Credit Agricole
France
$17K
VFA
57
Virtus Fund Advisers
Connecticut
$16K +$16.2K +1,638 New
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$15K
Ameriprise
59
Ameriprise
Minnesota
$14K +$10.7K +1,080 +300%
EARNEST Partners
60
EARNEST Partners
Georgia
$13K
BJ
61
BlackRock Japan
Japan
$12K +$2.26K +229 +23%
BlackRock
62
BlackRock
New York
$11K -$1.83K -186 -15%
AllianceBernstein
63
AllianceBernstein
Tennessee
$10K -$977 -99 -9%
ACM
64
Antonetti Capital Management
Florida
$10K
GT
65
Glenmede Trust
Pennsylvania
$8K
SAMC
66
Shinko Asset Management Company
Japan
$8K
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$4K
Citadel Advisors
68
Citadel Advisors
Florida
$4K +$3.71K +376 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$4K +$4.34K +440 New
Citigroup
70
Citigroup
New York
$3K -$39.2K -3,970 -94%
Barclays
71
Barclays
United Kingdom
$3K -$13.2K -1,340 -79%
AC
72
Alexandria Capital
Virginia
$3K
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$2K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$2K
Deutsche Bank
75
Deutsche Bank
Germany
$1K -$125K -12,641 -99%

UMH Hedge Fund Activity: Q2 2014 in Review

76 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2014, worth a combined $78.8M — up 17% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UMH and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $8.38M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $213K sold.

  • 76 institutional investors held UMH Properties (UMH) as of Q2 2014, down from 79 in Q1 2014.
  • Funds reported $78.8M of UMH Properties stock for Q2 2014, up 17% quarter-over-quarter.
  • 6 funds opened new UMH Properties positions in Q2 2014 and 8 closed out, a net change of -2 holders.
  • The largest UMH Properties buyer in Q2 2014 was Rutabaga Capital Management, an estimated $8.38M added.
  • The largest UMH Properties seller in Q2 2014 was Palisade Capital Management, an estimated $213K sold.

Based on aggregated 13F filings for Q2 2014.