UMH Properties
132 hedge funds and large institutions have $355M invested in UMH Properties in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 13 closing their positions.
81% more call options, than puts
Call options by funds: $243K | Put options by funds: $134K
37% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 41
15% more capital invested
Capital invested by funds: $310M → $355M (+$45M)
0.7% less ownership
Funds ownership: 63.15% → 62.45% (-0.7%)
3% less funds holding
Funds holding: 136 → 132 (-4)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.49M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.01M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$1.47M |
| 5 |
BlackRock
New York
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$4.26M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$916K |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$810K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$793K |
UMH Hedge Fund Activity: Q3 2019 in Review
132 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2019, worth a combined $355M — up 15% from $310M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UMH and 9 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 56 added.
The largest buyer was Fidelity Investments, adding an estimated $4.76M. The largest seller was Foundry Partners, exiting entirely with an estimated $4.26M sold.
- 132 institutional investors held UMH Properties (UMH) as of Q3 2019, down from 136 in Q2 2019.
- Funds reported $355M of UMH Properties stock for Q3 2019, up 15% quarter-over-quarter.
- 9 funds opened new UMH Properties positions in Q3 2019 and 13 closed out, a net change of -4 holders.
- The largest UMH Properties buyer in Q3 2019 was Fidelity Investments, an estimated $4.76M added.
- The largest UMH Properties seller in Q3 2019 was Foundry Partners, an estimated $4.26M sold.
Based on aggregated 13F filings for Q3 2019.