UMH Properties
83 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.15% less ownership
Funds ownership: 41.65% → 41.51% (-0.15%)
3% less capital invested
Capital invested by funds: $105M → $102M (-$2.88M)
2% less funds holding
Funds holding: 85 → 83 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
96% less call options, than puts
Call options by funds: $1K | Put options by funds: $28K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.49M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.28M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$857K |
| 4 |
Renaissance Technologies
New York
|
+$785K |
| 5 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.28M |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
-$1.04M |
| 3 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$852K |
| 4 |
PAM
Paradigm Asset Management
New York
|
-$365K |
| 5 |
Bank of New York Mellon
New York
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| $6K | +$5.71K | +600 | New |
|
77
Group One Trading
Chicago,
Illinois
| $5K | -$8.57K | -900 | -64% |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| $4K | -$13.8K | -1,446 | -78% |
|
79
Barclays
London,
United Kingdom
| $4K | -$2.76K | -290 | -42% |
|
|
AC
80
Alexandria Capital
Arlington,
Virginia
| $3K | +$57 | +6 | +2% |
|
81
Citigroup
New York
| $2K | -$2.73K | -287 | -58% |
|
|
HR
82
Howe & Rusling
Rochester,
New York
| $2K | – | – | – |
|
83
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
84
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $211 | +$13.7K | +1,443 | +7% |
|
|
GC
85
Globeflex Capital
San Diego,
California
| – | -$1.04M | -106,019 | Closed |
|
|
CCM
86
Cadence Capital Management
Boston,
Massachusetts
| – | -$852K | -86,952 | Closed |
|
|
PAM
87
Paradigm Asset Management
New York
| – | -$365K | -37,200 | Closed |
|
|
JG
88
Jefferies Group
New York
| – | -$9K | -899 | Closed |
|
UMH Hedge Fund Activity: Q3 2015 in Review
83 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2015, worth a combined $102M — down 2.8% from $105M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UMH and 3 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.
The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was Rutabaga Capital Management, cutting an estimated $2.28M.
- 83 institutional investors held UMH Properties (UMH) as of Q3 2015, down from 85 in Q2 2015.
- Funds reported $102M of UMH Properties stock for Q3 2015, down 2.8% quarter-over-quarter.
- 3 funds opened new UMH Properties positions in Q3 2015 and 4 closed out, a net change of -1 holder.
- The largest UMH Properties buyer in Q3 2015 was Vanguard Group, an estimated $1.49M added.
- The largest UMH Properties seller in Q3 2015 was Rutabaga Capital Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q3 2015.