UMH Properties
76 hedge funds and large institutions have $86.2M invested in UMH Properties in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
18% more call options, than puts
Call options by funds: $58K | Put options by funds: $49K
9% more capital invested
Capital invested by funds: $78.8M → $86.2M (+$7.37M)
3.83% more ownership
Funds ownership: 35.87% → 39.7% (+3.8%)
0% more funds holding
Funds holding: 76 → 76 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$1.57M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$878K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$409K |
| 4 |
Renaissance Technologies
New York
|
+$359K |
| 5 |
RA
RMR Advisors
Newton,
Massachusetts
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$701K |
| 2 |
PAM
Paradigm Asset Management
New York
|
-$213K |
| 3 |
Goldman Sachs
New York
|
-$172K |
| 4 |
RMA
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
-$147K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1K | +$808 | +81 | +74% |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $119 | -$50 | -5 | -0% |
|
|
PAM
78
Paradigm Asset Management
New York
| – | -$213K | -21,200 | Closed |
|
|
79
Goldman Sachs
New York
| – | -$172K | -17,153 | Closed |
|
|
RMA
80
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$147K | -14,610 | Closed |
|
|
PAS
81
Partnervest Advisory Services
Santa Barbara,
California
| – | -$17K | -1,700 | Closed |
|
|
VFA
82
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$16K | -1,638 | Closed |
|
|
ACM
83
Antonetti Capital Management
Naples,
Florida
| – | -$10K | -1,000 | Closed |
|
84
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -440 | Closed |
|
UMH Hedge Fund Activity: Q3 2014 in Review
76 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2014, worth a combined $86.2M — up 9.4% from $78.8M a quarter earlier.
Fund positioning in UMH was balanced in Q3 2014: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 16 trimmed.
The largest buyer was Rutabaga Capital Management, adding an estimated $1.57M. The largest seller was Bard Associates, exiting entirely with an estimated $701K sold.
- 76 institutional investors held UMH Properties (UMH) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $86.2M of UMH Properties stock for Q3 2014, up 9.4% quarter-over-quarter.
- 8 funds opened new UMH Properties positions in Q3 2014 and 8 closed out, a net change of 0 holders.
- The largest UMH Properties buyer in Q3 2014 was Rutabaga Capital Management, an estimated $1.57M added.
- The largest UMH Properties seller in Q3 2014 was Bard Associates, an estimated $701K sold.
Based on aggregated 13F filings for Q3 2014.