UMH Properties
81 hedge funds and large institutions have $93.8M invested in UMH Properties in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $86.2M → $93.8M (+$7.58M)
7% more funds holding
Funds holding: 76 → 81 (+5)
1.41% more ownership
Funds ownership: 39.7% → 41.11% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.66M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.44M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$748K |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$608K |
| 5 |
JP Morgan Chase
New York
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$843K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$97.8K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$76.2K |
| 4 |
LPL Financial
San Diego,
California
|
-$45.1K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAMC
76
Shinko Asset Management Company
Tokyo,
Japan
| $7K | -$963 | -100 | -13% |
|
|
GT
77
Glenmede Trust
Philadelphia,
Pennsylvania
| $7K | – | – | – |
|
|
AC
78
Alexandria Capital
Arlington,
Virginia
| $3K | +$58 | +6 | +2% |
|
79
US Bancorp
Minneapolis,
Minnesota
| $2K | -$2.18K | -226 | -50% |
|
|
HR
80
Howe & Rusling
Rochester,
New York
| $2K | – | – | – |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
82
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $82 | -$37.9K | -3,934 | -31% |
|
|
CCM
83
Coe Capital Management
Highland Park,
Illinois
| – | -$843K | -88,700 | Closed |
|
|
PAM
84
Panagora Asset Management
Boston,
Massachusetts
| – | -$44K | -4,677 | Closed |
|
85
Citadel Advisors
Miami,
Florida
| – | -$38K | -3,970 | Closed |
|
86
Ameriprise
Minneapolis,
Minnesota
| – | -$22K | -2,290 | Closed |
|
87
BNP Paribas Financial Markets
Paris,
France
| – | -$11.6K | -1,218 | Closed |
|
|
LTFS
88
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$2K | -200 | Closed |
|
UMH Hedge Fund Activity: Q4 2014 in Review
81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2014, worth a combined $93.8M — up 8.8% from $86.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UMH positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 16 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.66M. The largest seller was Coe Capital Management, exiting entirely with an estimated $843K sold.
- 81 institutional investors held UMH Properties (UMH) as of Q4 2014, up from 76 in Q3 2014.
- Funds reported $93.8M of UMH Properties stock for Q4 2014, up 8.8% quarter-over-quarter.
- 12 funds opened new UMH Properties positions in Q4 2014 and 6 closed out, a net change of +6 holders.
- The largest UMH Properties buyer in Q4 2014 was Renaissance Technologies, an estimated $1.66M added.
- The largest UMH Properties seller in Q4 2014 was Coe Capital Management, an estimated $843K sold.
Based on aggregated 13F filings for Q4 2014.