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UMH

UMH Properties
UMH

120 hedge funds and large institutions have $264M invested in UMH Properties in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 120 → 120 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.25% less ownership

Funds ownership: 55.63% → 54.38% (-1.3%)

9% less capital invested

Capital invested by funds: $290M → $264M (-$26.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $259K

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
45
Reduced
31
Closed
17
Calls
–
Puts
$259K
Net Calls
-$259K
Net Calls Change
-$441K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.59M
2
WCA
Waratah Capital Advisors
Ontario, Canada
+$3.17M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.8M
4
NC
Northpointe Capital
Michigan
+$2.59M
5
TCIM
TIAA CREF Investment Management
New York
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.1M
2
AIA
Avalon Investment & Advisory
Texas
-$1.73M
3
GCP
GSA Capital Partners
United Kingdom
-$1.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
5
Millennium Management
Millennium Management
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
101
Delta Asset Management
Tennessee
$67K – – –
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$65K – – –
SEI Investments
103
SEI Investments
Pennsylvania
$63K +$61.2K +4,700 New
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$58K – – –
Canada Life
105
Canada Life
Manitoba, Canada
$56K +$12.8K +987 +31%
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$42K – – –
GWM
107
Geneos Wealth Management
Colorado
$37K +$247 +19 +0.7%
AIP
108
Ameritas Investment Partners
Nebraska
$33K – – –
Loomis, Sayles & Company
109
Loomis, Sayles & Company
Massachusetts
$33K +$32.2K +2,474 New
AAMU
110
Amundi Asset Management US
Massachusetts
$19K – – –
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$18K – – –
EARNEST Partners
112
EARNEST Partners
Georgia
$17K – – –
CFD
113
Creative Financial Designs
Indiana
$12K +$11.9K +913 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$10K -$102K -7,848 -91%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$4K – – –
HR
116
Howe & Rusling
New York
$3K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$3K +$3.61K +277 New
WDL
118
Well Done LLC
Michigan
$2K +$1.5K +115 New
Simplex Trading
119
Simplex Trading
Illinois
$2K +$2.19K +168 New
PA
120
Parallel Advisors
California
$1K -$768 -59 -38%
OFW
121
Omnia Family Wealth
Florida
$1K – – –
AIA
122
Avalon Investment & Advisory
Texas
– -$1.73M -116,127 Closed
PCM
123
Palisade Capital Management
New Jersey
– -$745K -50,000 Closed
FAAS
124
First Allied Advisory Services
California
– -$495K -33,210 Closed
CA
125
Cynosure Advisors
Utah
– -$272K -18,228 Closed
2 3 4
5
6

UMH Hedge Fund Activity: Q1 2018 in Review

120 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2018, worth a combined $264M — down 9.2% from $290M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMH positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.59M. The largest seller was Vanguard Group, cutting an estimated $11.1M.

  • 120 institutional investors held UMH Properties (UMH) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $264M of UMH Properties stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 19 funds opened new UMH Properties positions in Q1 2018 and 17 closed out, a net change of +2 holders.
  • The largest UMH Properties buyer in Q1 2018 was Ameriprise, an estimated $5.59M added.
  • The largest UMH Properties seller in Q1 2018 was Vanguard Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2018.