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UMH

UMH Properties

85 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $93.8M → $102M (+$8.42M)

5% more funds holding

Funds holding: 8185 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 41.11%40.52% (-0.59%)

89% less call options, than puts

Call options by funds: $1K | Put options by funds: $9K

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
37
Reduced
23
Closed
4
Calls
$1K
Puts
$9K
Net Calls
-$8K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
BlackRock Advisors
Delaware
$186K +$6.25K +646 +4%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$185K
DTL
53
Dynamic Technology Lab
Singapore
$174K +$19.9K +2,053 +14%
NFA
54
Nationwide Fund Advisors
Ohio
$150K -$68 -7 -0%
HC
55
Hourglass Capital
Texas
$146K
AIG
56
American International Group
New York
$136K +$9.67K +1,000 +8%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$135K -$4.55K -471 -3%
ACA
58
Anchor Capital Advisors
Massachusetts
$121K +$116K +12,000 New
MAA
59
Managed Account Advisors
New Jersey
$116K +$1.16K +120 +1%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$108K
Bank of America
61
Bank of America
North Carolina
$99K
MTB
62
Mizuho Trust & Banking
Japan
$53K +$50.6K +5,228 New
DAM
63
Delta Asset Management
Tennessee
$50K
AA
64
Apriem Advisors
California
$30K
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$29K +$13.5K +1,400 +93%
Barclays
66
Barclays
United Kingdom
$23K +$9.93K +1,027 +87%
Citigroup
67
Citigroup
New York
$16K -$22.7K -2,346 -61%
BlackRock
68
BlackRock
New York
$15K +$1.45K +150 +11%
Credit Agricole
69
Credit Agricole
France
$14K -$967 -100 -7%
EARNEST Partners
70
EARNEST Partners
Georgia
$13K
RFC
71
Russell Frank Company
Washington
$12K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$12K +$9.67K +1,000 +500%
AllianceBernstein
73
AllianceBernstein
Tennessee
$11K +$967 +100 +10%
BJ
74
BlackRock Japan
Japan
$9K -$2.96K -306 -26%
GT
75
Glenmede Trust
Pennsylvania
$8K

UMH Hedge Fund Activity: Q1 2015 in Review

85 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2015, worth a combined $102M — up 9% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UMH positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Perritt Capital Management, opening a new position worth an estimated $1.09M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $1.03M sold.

  • 85 institutional investors held UMH Properties (UMH) as of Q1 2015, up from 81 in Q4 2014.
  • Funds reported $102M of UMH Properties stock for Q1 2015, up 9% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q1 2015 and 4 closed out, a net change of +4 holders.
  • The largest UMH Properties buyer in Q1 2015 was Perritt Capital Management, an estimated $1.09M added.
  • The largest UMH Properties seller in Q1 2015 was Granite Investment Partners, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2015.