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UMH

UMH Properties

105 hedge funds and large institutions have $205M invested in UMH Properties in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $146M → $205M (+$59.6M)

35% more call options, than puts

Call options by funds: $197K | Put options by funds: $146K

7% more funds holding

Funds holding: 98105 (+7)

3.15% more ownership

Funds ownership: 44.19%47.34% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
37
Closed
7
Calls
$197K
Puts
$146K
Net Calls
+$51K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
76
Nationwide Fund Advisors
Ohio
$232K
BA
77
BlackRock Advisors
Delaware
$231K +$7.45K +581 +4%
CAM
78
ClariVest Asset Management
California
$224K -$5.61K -438 -3%
HC
79
Hourglass Capital
Texas
$214K
AIG
80
American International Group
New York
$211K -$474 -37 -0.3%
Squarepoint
81
Squarepoint
New York
$180K +$153K +11,943 New
CS
82
Credit Suisse
Switzerland
$170K +$6K +468 +4%
Bank of America
83
Bank of America
North Carolina
$128K +$34K +2,652 +45%
Legal & General Group
84
Legal & General Group
United Kingdom
$99K +$44.3K +3,459 +110%
GWM
85
Geneos Wealth Management
Colorado
$89K +$218 +17 +0.3%
BlackRock
86
BlackRock
New York
$85K -$79.8K -6,226 -53%
DAM
87
Delta Asset Management
Tennessee
$75K
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$49K -$17.9K -1,400 -30%
Creative Planning
89
Creative Planning
Kansas
$28K -$3.84K -300 -14%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$25K +$9.9K +773 +67%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$21.5K -$3.19K -249 -15%
Credit Agricole
92
Credit Agricole
France
$20K
EARNEST Partners
93
EARNEST Partners
Georgia
$20K
Daiwa Securities Group
94
Daiwa Securities Group
Japan
$18K +$5.13K +400 +50%
BJ
95
BlackRock Japan
Japan
$17K -$1.82K -142 -11%
Simplex Trading
96
Simplex Trading
Illinois
$8K +$7.06K +551 New
AIM
97
Acrospire Investment Management
Illinois
$5K -$2.56K -200 -36%
AC
98
Alexandria Capital
Virginia
$5K +$51 +4 +1%
PCM
99
Penserra Capital Management
California
$5K +$564 +44 +12%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$5K +$3.84K +300 New

UMH Hedge Fund Activity: Q4 2016 in Review

105 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2016, worth a combined $205M — up 41% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $10.4M. The largest seller was EAM Investors, exiting entirely with an estimated $1.83M sold.

  • 105 institutional investors held UMH Properties (UMH) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $205M of UMH Properties stock for Q4 2016, up 41% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2016 and 7 closed out, a net change of +8 holders.
  • The largest UMH Properties buyer in Q4 2016 was Columbia Wanger Asset Management, an estimated $10.4M added.
  • The largest UMH Properties seller in Q4 2016 was EAM Investors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2016.