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UMH

UMH Properties
UMH

141 hedge funds and large institutions have $515M invested in UMH Properties in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $989K | Put options by funds: $329K

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

36% more capital invested

Capital invested by funds: $378M → $515M (+$138M)

8% more funds holding

Funds holding: 131 → 141 (+10)

2.42% more ownership

Funds ownership: 61.22% → 63.63% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

Holders
141
Holders Change
+10
Holders Change %
+7.63%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
42
Reduced
48
Closed
9
Calls
$989K
Puts
$329K
Net Calls
+$660K
Net Calls Change
+$238K

Top Buyers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
+$16.3M
2
BIC
B&I Capital
Switzerland
+$6.03M
3
REMS
Real Estate Management Services
+$5.11M
4
DADC
D.A. Davidson & Co
Montana
+$4.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.5M
2
Goldman Sachs
Goldman Sachs
New York
-$2.77M
3
KCM
Kennedy Capital Management
Missouri
-$1.64M
4
Wells Fargo
Wells Fargo
California
-$1.28M
5
State Street
State Street
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
76
Dupont Capital Management
Delaware
$582K +$512K +30,382 New
CS
77
Credit Suisse
Switzerland
$528K -$187K -11,084 -29%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$522K -$150K -8,900 -25%
CSS
79
Cubist Systematic Strategies
Connecticut
$511K +$254K +15,055 +130%
Osaic Holdings
80
Osaic Holdings
Arizona
$501K +$357K +21,184 +433%
Stifel Financial
81
Stifel Financial
Missouri
$426K +$375K +22,245 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$422K -$21.3K -1,267 -5%
MAM
83
Martingale Asset Management
Massachusetts
$413K -$5.05K -300 -1%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$390K – – –
RI
85
Ridgewood Investments
New Jersey
$351K -$4.01K -238 -1%
OCM
86
Orleans Capital Management
Louisiana
$345K – – –
VOYA Investment Management
87
VOYA Investment Management
Georgia
$338K -$24.8K -1,471 -8%
LIG
88
Lokken Investment Group
Delaware
$324K – – –
AllianceBernstein
89
AllianceBernstein
Tennessee
$300K -$142K -8,450 -35%
MIM
90
MetLife Investment Management
New Jersey
$286K – – –
SOADOR
91
State of Alaska Department of Revenue
Alaska
$274K +$64.2K +3,809 +36%
CAG
92
Crestwood Advisors Group
Massachusetts
$266K – – –
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$264K -$26.1K -1,549 -10%
MWNA
94
Marshall Wace North America
New York
$262K +$230K +13,645 New
NSEDCP
95
NJ State Employees Deferred Compensation Plan
New Jersey
$257K – – –
WS
96
Wedbush Securities
California
$255K -$348K -20,687 -61%
CIS
97
Connors Investor Services
Pennsylvania
$253K – – –
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$251K – – –
JF
99
Jump Financial
Illinois
$247K +$217K +12,900 New
AC
100
Addison Capital
Pennsylvania
$234K – – –
2 3
4
5 6

UMH Hedge Fund Activity: Q1 2021 in Review

141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2021, worth a combined $515M — up 36% from $378M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMH positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 48 trimmed.

The largest buyer was Copeland Capital Management, opening a new position worth an estimated $16.3M. The largest seller was Russell Investments Group, cutting an estimated $21.5M.

  • 141 institutional investors held UMH Properties (UMH) as of Q1 2021, up from 131 in Q4 2020.
  • Funds reported $515M of UMH Properties stock for Q1 2021, up 36% quarter-over-quarter.
  • 21 funds opened new UMH Properties positions in Q1 2021 and 9 closed out, a net change of +12 holders.
  • The largest UMH Properties buyer in Q1 2021 was Copeland Capital Management, an estimated $16.3M added.
  • The largest UMH Properties seller in Q1 2021 was Russell Investments Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2021.