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UMH

UMH Properties

105 hedge funds and large institutions have $205M invested in UMH Properties in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $146M → $205M (+$59.6M)

35% more call options, than puts

Call options by funds: $197K | Put options by funds: $146K

7% more funds holding

Funds holding: 98105 (+7)

3.15% more ownership

Funds ownership: 44.19%47.34% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
37
Closed
7
Calls
$197K
Puts
$146K
Net Calls
+$51K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$456K +$11.5K +896 +3%
HCM
52
Highlander Capital Management
New Jersey
$423K -$12.8K -1,000 -3%
Renaissance Technologies
53
Renaissance Technologies
New York
$415K -$263K -20,500 -43%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$411K +$9.05K +706 +3%
Citigroup
55
Citigroup
New York
$389K +$306K +23,862 +1,206%
BCM
56
Buckhead Capital Management
Georgia
$388K -$74.4K -5,810 -18%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$380K +$160K +12,519 +98%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$379K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$362K -$63.5K -4,956 -17%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$358K
GCP
61
GSA Capital Partners
United Kingdom
$352K -$152K -11,831 -34%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$338K
RI
63
Ridgewood Investments
New Jersey
$338K +$288K +22,498 New
Deutsche Bank
64
Deutsche Bank
Germany
$335K -$202K -15,764 -41%
Goldman Sachs
65
Goldman Sachs
New York
$304K +$84.4K +6,589 +48%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K -$27.6K -2,155 -10%
CCB
67
Cutter & Co Brokerage
Missouri
$296K
VKH
68
Virtu KCG Holdings
New York
$291K +$247K +19,309 New
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$290K -$35.2K -2,750 -13%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$275K +$1.31K +102 +0.6%
AAM
71
Advisors Asset Management
Colorado
$266K -$12.6K -985 -5%
TC
72
TFS Capital
Pennsylvania
$260K +$222K +17,292 New
Nomura Asset Management
73
Nomura Asset Management
Japan
$247K +$10.1K +790 +5%
CIS
74
Connors Investor Services
Pennsylvania
$244K -$85.8K -6,700 -29%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$233K

UMH Hedge Fund Activity: Q4 2016 in Review

105 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2016, worth a combined $205M — up 41% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $10.4M. The largest seller was EAM Investors, exiting entirely with an estimated $1.83M sold.

  • 105 institutional investors held UMH Properties (UMH) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $205M of UMH Properties stock for Q4 2016, up 41% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2016 and 7 closed out, a net change of +8 holders.
  • The largest UMH Properties buyer in Q4 2016 was Columbia Wanger Asset Management, an estimated $10.4M added.
  • The largest UMH Properties seller in Q4 2016 was EAM Investors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2016.