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UMH

UMH Properties

119 hedge funds and large institutions have $331M invested in UMH Properties in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

26% more capital invested

Capital invested by funds: $264M → $331M (+$67.5M)

13% more call options, than puts

Call options by funds: $309K | Put options by funds: $274K

4.58% more ownership

Funds ownership: 54.38%58.96% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 120119 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
55
Reduced
30
Closed
9
Calls
$309K
Puts
$274K
Net Calls
+$35K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
76
Första AP-fonden
Sweden
$302K -$16.9K -1,200 -6%
RI
77
Ridgewood Investments
New Jersey
$300K +$141 +10 +0.1%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$297K +$272K +19,339 New
Nomura Asset Management
79
Nomura Asset Management
Japan
$292K +$11.3K +800 +4%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$289K -$3.2M -227,320 -92%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$265K
AG
82
Aperio Group
California
$252K +$231K +16,385 New
CIS
83
Connors Investor Services
Pennsylvania
$249K
MIM
84
MetLife Investment Management
New Jersey
$228K
SG Americas Securities
85
SG Americas Securities
New York
$228K +$209K +14,836 New
CAG
86
Crestwood Advisors Group
Massachusetts
$216K
ARTA
87
A.R.T. Advisors
New York
$184K -$40.9K -2,900 -19%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$181K +$1.06K +75 +0.6%
AQR Capital Management
89
AQR Capital Management
Connecticut
$166K
UBS AM
90
UBS AM
Illinois
$161K
QI
91
QS Investors
New York
$161K
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$139K
Bank of America
93
Bank of America
North Carolina
$134K -$76.4K -5,425 -38%
Citigroup
94
Citigroup
New York
$100K -$14.8K -1,053 -14%
DAM
95
Delta Asset Management
Tennessee
$77K
Legal & General Group
96
Legal & General Group
United Kingdom
$76K -$11.4K -812 -14%
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$73K
Daiwa Securities Group
98
Daiwa Securities Group
Japan
$68K +$18.3K +1,300 +42%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$66K
Canada Life
100
Canada Life
Manitoba, Canada
$64K -$254 -18 -0.4%

UMH Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2018, worth a combined $331M — up 26% from $264M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UMH and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 55 added.

The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was Balyasny Asset Management, cutting an estimated $3.2M.

  • 119 institutional investors held UMH Properties (UMH) as of Q2 2018, down from 120 in Q1 2018.
  • Funds reported $331M of UMH Properties stock for Q2 2018, up 26% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q2 2018 and 9 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q2 2018 was Ameriprise, an estimated $10.6M added.
  • The largest UMH Properties seller in Q2 2018 was Balyasny Asset Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2018.