UMH Properties
128 hedge funds and large institutions have $418M invested in UMH Properties in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 14 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 32
18% more capital invested
Capital invested by funds: $355M → $418M (+$62.7M)
2.56% more ownership
Funds ownership: 62.45% → 65.01% (+2.6%)
3% less funds holding
Funds holding: 132 → 128 (-4)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $346K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$19.8M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
+$6.25M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.48M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$2.14M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$8.47M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.84M |
| 3 |
Millennium Management
New York
|
-$3.01M |
| 4 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.82M |
| 5 |
Renaissance Technologies
New York
|
-$1.42M |
UMH Hedge Fund Activity: Q4 2019 in Review
128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2019, worth a combined $418M — up 18% from $355M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UMH and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 57 added.
The largest buyer was Russell Investments Group, adding an estimated $19.8M. The largest seller was Kennedy Capital Management, cutting an estimated $8.47M.
- 128 institutional investors held UMH Properties (UMH) as of Q4 2019, down from 132 in Q3 2019.
- Funds reported $418M of UMH Properties stock for Q4 2019, up 18% quarter-over-quarter.
- 10 funds opened new UMH Properties positions in Q4 2019 and 14 closed out, a net change of -4 holders.
- The largest UMH Properties buyer in Q4 2019 was Russell Investments Group, an estimated $19.8M added.
- The largest UMH Properties seller in Q4 2019 was Kennedy Capital Management, an estimated $8.47M sold.
Based on aggregated 13F filings for Q4 2019.