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UMH

UMH Properties
UMH

98 hedge funds and large institutions have $146M invested in UMH Properties in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

5% more funds holding

Funds holding: 93 → 98 (+5)

1.86% more ownership

Funds ownership: 42.33% → 44.19% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
40
Reduced
24
Closed
4
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$25K

Top Buyers

Rank Fund Capital Flow
1
BI
Boulegeris Investments
Georgia
+$2.9M
2
MAM
Martingale Asset Management
Massachusetts
+$2.15M
3
EI
EAM Investors
California
+$1.85M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.11M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$4.91M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.26M
3
PCM
Perritt Capital Management
Illinois
-$1.17M
4
BCM
Buckhead Capital Management
Georgia
-$482K
5
TCIM
TIAA CREF Investment Management
New York
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$70K +$230 +19 +0.3%
DAM
77
Delta Asset Management
Tennessee
$60K – – –
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$56K – – –
Legal & General Group
79
Legal & General Group
United Kingdom
$37K – – –
AA
80
Apriem Advisors
California
$36K – – –
Creative Planning
81
Creative Planning
Kansas
$26K – – –
Citigroup
82
Citigroup
New York
$24K -$5.51K -456 -19%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$20K +$8.7K +720 +75%
Credit Agricole
84
Credit Agricole
France
$16K -$1.21K -100 -7%
BJ
85
BlackRock Japan
Japan
$15K -$858 -71 -5%
EARNEST Partners
86
EARNEST Partners
Georgia
$15K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$14K +$72 +6 +0.5%
SAMC
88
Shinko Asset Management Company
Japan
$11K – – –
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$10K – – –
AIM
90
Acrospire Investment Management
Illinois
$7K +$6.68K +553 New
TRCT
91
Tower Research Capital (TRC)
New York
$5K +$5.07K +420 New
AG
92
Advisor Group
Arizona
$4K -$12.1K -1,000 -73%
AC
93
Alexandria Capital
Virginia
$4K – – –
PCM
94
Penserra Capital Management
California
$4K +$677 +56 +19%
HR
95
Howe & Rusling
New York
$3K – – –
Barclays
96
Barclays
United Kingdom
$2K -$11.4K -947 -86%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2K – – –
TCIM
98
TIAA CREF Investment Management
New York
$892 -$352K -29,114 -28%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$184 – – –
VKH
100
Virtu KCG Holdings
New York
– -$119K -10,618 Closed
1 2 3
4
5

UMH Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2016, worth a combined $146M — up 12% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UMH positions and 4 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Boulegeris Investments, adding an estimated $2.9M. The largest seller was Renaissance Technologies, cutting an estimated $4.91M.

  • 98 institutional investors held UMH Properties (UMH) as of Q3 2016, up from 93 in Q2 2016.
  • Funds reported $146M of UMH Properties stock for Q3 2016, up 12% quarter-over-quarter.
  • 10 funds opened new UMH Properties positions in Q3 2016 and 4 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q3 2016 was Boulegeris Investments, an estimated $2.9M added.
  • The largest UMH Properties seller in Q3 2016 was Renaissance Technologies, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2016.