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UMH

UMH Properties

100 hedge funds and large institutions have $228M invested in UMH Properties in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

11% more capital invested

Capital invested by funds: $205M → $228M (+$23.4M)

2.4% more ownership

Funds ownership: 47.34%49.75% (+2.4%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

6% more call options, than puts

Call options by funds: $130K | Put options by funds: $123K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 105100 (-5)

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
43
Reduced
28
Closed
12
Calls
$130K
Puts
$123K
Net Calls
+$7K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
TFS Capital
Pennsylvania
$189K -$70.5K -4,843 -28%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$166K +$159K +10,900 New
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$163K -$171K -11,711 -52%
AG
79
Aperio Group
California
$157K +$150K +10,302 New
Deutsche Bank
80
Deutsche Bank
Germany
$155K -$176K -12,113 -54%
Legal & General Group
81
Legal & General Group
United Kingdom
$100K
Citigroup
82
Citigroup
New York
$86K -$294K -20,202 -78%
DAM
83
Delta Asset Management
Tennessee
$76K
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$70K +$18.9K +1,300 +40%
GWM
85
Geneos Wealth Management
Colorado
$41K -$46.4K -3,183 -54%
AIM
86
Arcadia Investment Management
Michigan
$33K +$31.5K +2,165 New
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$29K +$10.2K +700 +58%
Creative Planning
88
Creative Planning
Kansas
$28K
AIP
89
Ameritas Investment Partners
Nebraska
$28K +$26.6K +1,825 New
Credit Agricole
90
Credit Agricole
France
$20K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$18K -$10.9K -750 -39%
PG
92
PEAK6 Group
Illinois
$13K +$12.1K +834 New
PCM
93
Penserra Capital Management
California
$9K +$3.35K +230 +58%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$5K
AC
95
Alexandria Capital
Virginia
$5K +$73 +5 +1%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$4K
HR
97
Howe & Rusling
New York
$3K -$947 -65 -22%
OFW
98
Omnia Family Wealth
Florida
$2K
Barclays
99
Barclays
United Kingdom
$2K +$262 +18 +18%
PA
100
Parallel Advisors
California
$2K +$2.26K +155 New

UMH Hedge Fund Activity: Q1 2017 in Review

100 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2017, worth a combined $228M — up 11% from $205M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UMH positions and 12 closed out — a net gain of 1 holder — while 43 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $28.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $714K sold.

  • 100 institutional investors held UMH Properties (UMH) as of Q1 2017, down from 105 in Q4 2016.
  • Funds reported $228M of UMH Properties stock for Q1 2017, up 11% quarter-over-quarter.
  • 13 funds opened new UMH Properties positions in Q1 2017 and 12 closed out, a net change of +1 holder.
  • The largest UMH Properties buyer in Q1 2017 was BlackRock, an estimated $28.4M added.
  • The largest UMH Properties seller in Q1 2017 was Susquehanna International Group, an estimated $714K sold.

Based on aggregated 13F filings for Q1 2017.