UMH Properties
76 hedge funds and large institutions have $78.8M invested in UMH Properties in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.
179% more call options, than puts
Call options by funds: $131K | Put options by funds: $47K
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
17% more capital invested
Capital invested by funds: $67.4M → $78.8M (+$11.4M)
3.69% more ownership
Funds ownership: 32.18% → 35.87% (+3.7%)
4% less funds holding
Funds holding: 79 → 76 (-3)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$8.38M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$1.68M |
| 3 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$778K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$638K |
| 5 |
Bank of New York Mellon
New York
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$213K |
| 2 |
Two Sigma Advisers
New York
|
-$205K |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$165K |
| 4 |
Goldman Sachs
New York
|
-$152K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
|
PCM
77
Palisade Capital Management
Fort Lee,
New Jersey
| – | -$213K | -21,779 | Closed |
|
|
78
Two Sigma Advisers
New York
| – | -$205K | -20,934 | Closed |
|
|
79
ProShare Advisors
Bethesda,
Maryland
| – | -$165K | -16,876 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$134K | -13,791 | Closed |
|
|
CS
81
Credit Suisse
Zurich,
Switzerland
| – | -$106K | -10,919 | Closed |
|
|
GC
82
Guggenheim Capital
Chicago,
Illinois
| – | -$102K | -10,472 | Closed |
|
|
AA
83
Apriem Advisors
Irvine,
California
| – | -$29.6K | -3,000 | Closed |
|
|
RFC
84
Russell Frank Company
Seattle,
Washington
| – | -$11K | -1,100 | Closed |
|
UMH Hedge Fund Activity: Q2 2014 in Review
76 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2014, worth a combined $78.8M — up 17% from $67.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UMH and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 33 added.
The largest buyer was Rutabaga Capital Management, adding an estimated $8.38M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $213K sold.
- 76 institutional investors held UMH Properties (UMH) as of Q2 2014, down from 79 in Q1 2014.
- Funds reported $78.8M of UMH Properties stock for Q2 2014, up 17% quarter-over-quarter.
- 6 funds opened new UMH Properties positions in Q2 2014 and 8 closed out, a net change of -2 holders.
- The largest UMH Properties buyer in Q2 2014 was Rutabaga Capital Management, an estimated $8.38M added.
- The largest UMH Properties seller in Q2 2014 was Palisade Capital Management, an estimated $213K sold.
Based on aggregated 13F filings for Q2 2014.