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UMH

UMH Properties
UMH

131 hedge funds and large institutions have $293M invested in UMH Properties in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,878% more call options, than puts

Call options by funds: $178K | Put options by funds: $9K

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2% more funds holding

Funds holding: 128 → 131 (+3)

0.37% more ownership

Funds ownership: 65.01% → 65.38% (+0.37%)

30% less capital invested

Capital invested by funds: $418M → $293M (-$125M)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
38
Closed
15
Calls
$178K
Puts
$9K
Net Calls
+$169K
Net Calls Change
+$512K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.27M
2
Ameriprise
Ameriprise
Minnesota
+$5.08M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$3.03M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.95M
5
WC
Walthausen & Co
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.21M
2
MNG
Manning & Napier Group
New York
-$2.01M
3
RCM
Rutabaga Capital Management
Massachusetts
-$1.67M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.56M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$221K – – –
Truist Financial
77
Truist Financial
North Carolina
$206K – – –
VOYA Investment Management
78
VOYA Investment Management
Georgia
$203K – – –
RI
79
Ridgewood Investments
New Jersey
$201K +$189 +13 +0.1%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$188K +$252K +17,348 New
PCM
81
Palisade Capital Management
New Jersey
$185K – – –
RCA
82
Rowland Carmichael Advisors
Arizona
$184K – – –
Lido Advisors
83
Lido Advisors
California
$174K +$14.5K +1,000 +7%
MIM
84
MetLife Investment Management
New Jersey
$161K – – –
PAM
85
Panagora Asset Management
Massachusetts
$155K +$207K +14,273 New
CAG
86
Crestwood Advisors Group
Massachusetts
$151K – – –
TIAAOA
87
Teachers Insurance & Annuity Association of America
New York
$150K +$46K +3,167 +30%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$147K – – –
NSEDCP
89
NJ State Employees Deferred Compensation Plan
New Jersey
$146K – – –
AG
90
Aperio Group
California
$144K -$274K -18,832 -59%
CIS
91
Connors Investor Services
Pennsylvania
$143K -$25K -1,723 -12%
Deutsche Bank
92
Deutsche Bank
Germany
$140K -$137K -9,396 -42%
SG Americas Securities
93
SG Americas Securities
New York
$139K +$186K +12,819 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$133K +$5.45K +375 +3%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$132K +$177K +12,200 New
Barclays
96
Barclays
United Kingdom
$131K -$351K -24,181 -67%
FCM
97
Firestone Capital Management
Florida
$125K – – –
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$121K +$77.3K +5,318 +91%
Bessemer Group
99
Bessemer Group
New Jersey
$121K +$161K +11,100 New
Citigroup
100
Citigroup
New York
$117K +$40.8K +2,811 +35%
2 3
4
5 6

UMH Hedge Fund Activity: Q1 2020 in Review

131 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2020, worth a combined $293M — down 30% from $418M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 15 closed out — a net gain of 5 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $6.27M. The largest seller was Fidelity Investments, cutting an estimated $6.21M.

  • 131 institutional investors held UMH Properties (UMH) as of Q1 2020, up from 128 in Q4 2019.
  • Funds reported $293M of UMH Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q1 2020 and 15 closed out, a net change of +5 holders.
  • The largest UMH Properties buyer in Q1 2020 was Russell Investments Group, an estimated $6.27M added.
  • The largest UMH Properties seller in Q1 2020 was Fidelity Investments, an estimated $6.21M sold.

Based on aggregated 13F filings for Q1 2020.