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.
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: 1 → 1 (0)
5% less funds holding
Funds holding: 105 → 100 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$28.4M |
| 2 |
Millennium Management
New York
|
+$5.86M |
| 3 |
BI
Boulegeris Investments
Sandy Springs,
Georgia
|
+$1.79M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.68M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$714K |
| 2 |
Morgan Stanley
New York
|
-$595K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$547K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$496K |
| 5 |
Renaissance Technologies
New York
|
-$415K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
BNP Paribas Financial Markets
Paris,
France
| $1.49K | -$19.4K | -1,329 | -93% |
|
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$714K | -47,452 | Closed |
|
|
PCM
103
Perritt Capital Management
Chicago,
Illinois
| – | -$547K | -36,325 | Closed |
|
|
104
Citadel Advisors
Miami,
Florida
| – | -$496K | -32,920 | Closed |
|
|
105
Renaissance Technologies
New York
| – | -$415K | -27,600 | Closed |
|
|
VKH
106
Virtu KCG Holdings
New York
| – | -$291K | -19,309 | Closed |
|
|
AAM
107
Advisors Asset Management
Monument,
Colorado
| – | -$266K | -17,669 | Closed |
|
108
Squarepoint
New York
| – | -$180K | -11,943 | Closed |
|
|
CS
109
Credit Suisse
Zurich,
Switzerland
| – | -$170K | -11,258 | Closed |
|
110
EARNEST Partners
Atlanta,
Georgia
| – | -$20K | -1,300 | Closed |
|
111
Simplex Trading
Chicago,
Illinois
| – | -$8.03K | -551 | Closed |
|
|
AIM
112
Acrospire Investment Management
Chicago,
Illinois
| – | -$5K | -353 | Closed |
|
|
TRCT
113
Tower Research Capital (TRC)
New York
| – | -$3K | -190 | Closed |
|
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.