UMH Properties
79 hedge funds and large institutions have $67.4M invested in UMH Properties in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $59M → $67.4M (+$8.38M)
11% more funds holding
Funds holding: 71 → 79 (+8)
0.76% more ownership
Funds ownership: 31.42% → 32.18% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$3.04M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$559K |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$404K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$382K |
| 5 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$826K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$715K |
| 3 |
Morgan Stanley
New York
|
-$58.1K |
| 4 |
Citigroup
New York
|
-$56.5K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$25.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
76
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
78
Creative Planning
Overland Park,
Kansas
| $1K | +$944 | +100 | New |
|
79
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $13 | – | – | – |
|
80
BNP Paribas Financial Markets
Paris,
France
| – | -$1.84K | -195 | Closed |
|
UMH Hedge Fund Activity: Q1 2014 in Review
79 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2014, worth a combined $67.4M — up 14% from $59M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UMH positions and 1 closed out — a net gain of 9 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $3.04M. The largest seller was California Public Employees Retirement System, cutting an estimated $826K.
- 79 institutional investors held UMH Properties (UMH) as of Q1 2014, up from 71 in Q4 2013.
- Funds reported $67.4M of UMH Properties stock for Q1 2014, up 14% quarter-over-quarter.
- 10 funds opened new UMH Properties positions in Q1 2014 and 1 closed out, a net change of +9 holders.
- The largest UMH Properties buyer in Q1 2014 was Rutabaga Capital Management, an estimated $3.04M added.
- The largest UMH Properties seller in Q1 2014 was California Public Employees Retirement System, an estimated $826K sold.
Based on aggregated 13F filings for Q1 2014.