UMH Properties
136 hedge funds and large institutions have $310M invested in UMH Properties in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
5% more funds holding
Funds holding: 129 → 136 (+7)
2.79% more ownership
Funds ownership: 60.35% → 63.15% (+2.8%)
6% less capital invested
Capital invested by funds: $329M → $310M (-$19.2M)
29% less call options, than puts
Call options by funds: $156K | Put options by funds: $221K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$9.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.07M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$1.98M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.1M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.21M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.17M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$904K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$793K |
UMH Hedge Fund Activity: Q2 2019 in Review
136 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2019, worth a combined $310M — down 5.8% from $329M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UMH positions and 7 closed out — a net gain of 9 holders — while 57 added to existing stakes and 35 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $5.1M.
- 136 institutional investors held UMH Properties (UMH) as of Q2 2019, up from 129 in Q1 2019.
- Funds reported $310M of UMH Properties stock for Q2 2019, down 5.8% quarter-over-quarter.
- 16 funds opened new UMH Properties positions in Q2 2019 and 7 closed out, a net change of +9 holders.
- The largest UMH Properties buyer in Q2 2019 was Fidelity Investments, an estimated $12M added.
- The largest UMH Properties seller in Q2 2019 was Wells Fargo, an estimated $5.1M sold.
Based on aggregated 13F filings for Q2 2019.