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UMH

UMH Properties

81 hedge funds and large institutions have $93.8M invested in UMH Properties in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $86.2M → $93.8M (+$7.58M)

7% more funds holding

Funds holding: 7681 (+5)

1.41% more ownership

Funds ownership: 39.7%41.11% (+1.4%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
33
Reduced
16
Closed
6
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$168K +$169K +17,513 New
DTL
52
Dynamic Technology Lab
Singapore
$145K +$146K +15,203 New
NFA
53
Nationwide Fund Advisors
Ohio
$142K +$2K +208 +1%
HC
54
Hourglass Capital
Texas
$139K
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$133K +$96 +10 +0.1%
Goldman Sachs
56
Goldman Sachs
New York
$129K +$130K +13,469 New
AIG
57
American International Group
New York
$119K -$4.37K -454 -4%
MAA
58
Managed Account Advisors
New Jersey
$109K +$12.6K +1,313 +13%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$102K
First Trust Advisors
60
First Trust Advisors
Illinois
$101K +$101K +10,534 New
Bank of America
61
Bank of America
North Carolina
$93K -$2.98K -309 -3%
Deutsche Bank
62
Deutsche Bank
Germany
$53K +$51.9K +5,388 +2,821%
DAM
63
Delta Asset Management
Tennessee
$48K
NPC
64
National Planning Corporation
California
$43.5K +$43.1K +4,475 New
Citigroup
65
Citigroup
New York
$37K +$30.2K +3,135 +423%
AA
66
Apriem Advisors
California
$29K
Credit Agricole
67
Credit Agricole
France
$15K -$1.93K -200 -12%
Creative Planning
68
Creative Planning
Kansas
$15K +$9.63K +1,000 +167%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$14K
BlackRock
70
BlackRock
New York
$13K
EARNEST Partners
71
EARNEST Partners
Georgia
$12K
RFC
72
Russell Frank Company
Washington
$12K +$11.9K +1,238 New
BJ
73
BlackRock Japan
Japan
$11K -$125 -13 -1%
Barclays
74
Barclays
United Kingdom
$11K +$9.45K +981 +493%
AllianceBernstein
75
AllianceBernstein
Tennessee
$10K

UMH Hedge Fund Activity: Q4 2014 in Review

81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2014, worth a combined $93.8M — up 8.8% from $86.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UMH positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.66M. The largest seller was Coe Capital Management, exiting entirely with an estimated $843K sold.

  • 81 institutional investors held UMH Properties (UMH) as of Q4 2014, up from 76 in Q3 2014.
  • Funds reported $93.8M of UMH Properties stock for Q4 2014, up 8.8% quarter-over-quarter.
  • 12 funds opened new UMH Properties positions in Q4 2014 and 6 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q4 2014 was Renaissance Technologies, an estimated $1.66M added.
  • The largest UMH Properties seller in Q4 2014 was Coe Capital Management, an estimated $843K sold.

Based on aggregated 13F filings for Q4 2014.