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UMH

UMH Properties
UMH

131 hedge funds and large institutions have $378M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $644K | Put options by funds: $222K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $352M → $378M (+$25.2M)

3% more funds holding

Funds holding: 127 → 131 (+4)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

2.02% less ownership

Funds ownership: 63.23% → 61.22% (-2%)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
43
Closed
10
Calls
$644K
Puts
$222K
Net Calls
+$422K
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.98M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14M
3
BlackRock
BlackRock
New York
+$1.77M
4
ICOM
Investment Counselors of Maryland
Maryland
+$1.28M
5
Goldman Sachs
Goldman Sachs
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.07M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.36M
4
WC
Walthausen & Co
New York
-$1.26M
5
MAM
Martingale Asset Management
Massachusetts
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$867K -$86.4K -5,948 -9%
SO
52
STRS Ohio
Ohio
$848K +$1.45K +100 +0.2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$833K +$66.3K +4,560 +9%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$832K +$21.2K +1,460 +3%
UBS Group
55
UBS Group
Switzerland
$823K +$39.7K +2,733 +5%
RJA
56
Raymond James & Associates
Florida
$800K +$203K +14,000 +35%
PS
57
Pensionfund Sabic
Netherlands
$690K – – –
BA
58
Bard Associates
Illinois
$684K – – –
UBS AM
59
UBS AM
Illinois
$660K – – –
Bank of America
60
Bank of America
North Carolina
$579K +$338K +23,245 +147%
CS
61
Credit Suisse
Switzerland
$573K +$185K +12,714 +49%
CAM
62
ClariVest Asset Management
California
$548K -$8.72K -600 -2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$535K – – –
WS
64
Wedbush Securities
California
$504K -$1.04M -71,350 -68%
Deutsche Bank
65
Deutsche Bank
Germany
$496K +$196K +13,461 +67%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$492K -$1.6K -110 -0.3%
SAM
67
Storebrand Asset Management
Norway
$478K +$469K +32,273 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$461K – – –
VI
69
Vestcor Inc
New Brunswick, Canada
$442K +$41.1K +2,826 +10%
Nomura Asset Management
70
Nomura Asset Management
Japan
$441K +$36.3K +2,500 +9%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$429K -$3.78K -260 -0.9%
AllianceBernstein
72
AllianceBernstein
Tennessee
$357K -$108K -7,400 -23%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$345K -$640K -44,005 -65%
MAM
74
Martingale Asset Management
Massachusetts
$324K -$1.07M -73,383 -77%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$302K – – –
1 2
3
4 5

UMH Hedge Fund Activity: Q4 2020 in Review

131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2020, worth a combined $378M — up 7.1% from $352M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 10 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Invesco, adding an estimated $4.98M. The largest seller was Ameriprise, cutting an estimated $7.07M.

  • 131 institutional investors held UMH Properties (UMH) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $378M of UMH Properties stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2020 and 10 closed out, a net change of +5 holders.
  • The largest UMH Properties buyer in Q4 2020 was Invesco, an estimated $4.98M added.
  • The largest UMH Properties seller in Q4 2020 was Ameriprise, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2020.