UMH Properties
71 hedge funds and large institutions have $59M invested in UMH Properties in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
0% more capital invested
Capital invested by funds: $58.9M → $59M (+$113K)
0.09% less ownership
Funds ownership: 31.51% → 31.42% (-0.09%)
1% less funds holding
Funds holding: 72 → 71 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$884K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$741K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$564K |
| 5 |
SONJCPFA
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
+$536K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SONJCPFE
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
-$993K |
| 2 |
RR
Robotti Robert
|
-$349K |
| 3 |
Two Sigma Investments
New York
|
-$316K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$218K |
| 5 |
Renaissance Technologies
New York
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| – | -$116K | -11,743 | Closed |
|
77
Creative Planning
Overland Park,
Kansas
| – | -$26K | -2,627 | Closed |
|
UMH Hedge Fund Activity: Q4 2013 in Review
71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2013, worth a combined $59M — up 0.19% from $58.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of UMH and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 30 added.
The largest buyer was Wells Fargo, adding an estimated $1.05M. The largest seller was State of New Jersey Common Pension Fund E, exiting entirely with an estimated $993K sold.
- 71 institutional investors held UMH Properties (UMH) as of Q4 2013, down from 72 in Q3 2013.
- Funds reported $59M of UMH Properties stock for Q4 2013, up 0.19% quarter-over-quarter.
- 5 funds opened new UMH Properties positions in Q4 2013 and 6 closed out, a net change of -1 holder.
- The largest UMH Properties buyer in Q4 2013 was Wells Fargo, an estimated $1.05M added.
- The largest UMH Properties seller in Q4 2013 was State of New Jersey Common Pension Fund E, an estimated $993K sold.
Based on aggregated 13F filings for Q4 2013.