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.
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: 98 → 105 (+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: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$10.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.61M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.58M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.57M |
| 5 |
BI
Boulegeris Investments
Sandy Springs,
Georgia
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.83M |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$1.02M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$986K |
| 4 |
Millennium Management
New York
|
-$952K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
101
Howe & Rusling
Rochester,
New York
| $4K | – | – | – |
|
102
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
|
TRCT
103
Tower Research Capital (TRC)
New York
| $3K | -$2.95K | -230 | -55% |
|
104
Barclays
London,
United Kingdom
| $2K | -$679 | -53 | -35% |
|
|
OFW
105
Omnia Family Wealth
Aventura,
Florida
| $2K | +$1.34K | +105 | New |
|
|
MFS
106
MSI Financial Services
Springfield,
Massachusetts
| $2K | +$1.92K | +150 | New |
|
|
EI
107
EAM Investors
Solana Beach,
California
| – | -$1.83M | -153,393 | Closed |
|
|
FAAS
108
First Allied Advisory Services
San Diego,
California
| – | -$518K | -43,497 | Closed |
|
|
AL
109
AJO LP
Philadelphia,
Pennsylvania
| – | -$164K | -13,757 | Closed |
|
110
First Trust Advisors
Wheaton,
Illinois
| – | -$139K | -11,691 | Closed |
|
|
MTB
111
Mizuho Trust & Banking
Tokyo,
Japan
| – | -$72K | -6,004 | Closed |
|
|
AA
112
Apriem Advisors
Irvine,
California
| – | -$36K | -3,000 | Closed |
|
|
AG
113
Advisor Group
Phoenix,
Arizona
| – | -$4K | -375 | Closed |
|
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.