We are live on ! Find out more
UMH

UMH Properties
UMH

128 hedge funds and large institutions have $418M invested in UMH Properties in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

18% more capital invested

Capital invested by funds: $355M → $418M (+$62.7M)

2.56% more ownership

Funds ownership: 62.45% → 65.01% (+2.6%)

3% less funds holding

Funds holding: 132 → 128 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $346K

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
57
Reduced
32
Closed
14
Calls
$3K
Puts
$346K
Net Calls
-$343K
Net Calls Change
-$452K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$19.8M
2
WC
Walthausen & Co
New York
+$6.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.48M
4
Boston Partners
Boston Partners
Massachusetts
+$2.14M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$8.47M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.84M
3
Millennium Management
Millennium Management
New York
-$3.01M
4
CCM
Cadence Capital Management
Massachusetts
-$1.82M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$161K +$111K +7,362 +255%
IC
102
IEQ Capital
California
$157K +$151K +10,000 New
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$136K +$130K +8,648 New
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$126K – – –
Citigroup
105
Citigroup
New York
$126K +$75.9K +5,033 +171%
Canada Life
106
Canada Life
Manitoba, Canada
$107K +$104K +6,871 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$92.3K +$6.42K +426 +8%
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$90K – – –
AIM
109
Aigen Investment Management
New York
$90K +$86K +5,705 New
Simplex Trading
110
Simplex Trading
Illinois
$70K +$67.5K +4,476 New
GWM
111
Geneos Wealth Management
Colorado
$50K +$256 +17 +0.5%
AIP
112
Ameritas Investment Partners
Nebraska
$49K +$10.3K +683 +28%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$46K – – –
AG
114
Advisor Group
Arizona
$39K – – –
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$23K +$196 +13 +0.9%
RIA
116
Realta Investment Advisors
Delaware
$21K +$15.1K +1,000 +333%
EARNEST Partners
117
EARNEST Partners
Georgia
$20K – – –
SIM
118
Sonora Investment Management
Arizona
$16K – – –
FGAM
119
Financial Gravity Asset Management
Texas
$16K +$302 +20 +143%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$13K – – –
US Bancorp
121
US Bancorp
Minnesota
$10K – – –
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$9K -$38.4K -2,546 -81%
GT
123
Glenmede Trust
Pennsylvania
$3K – – –
PA
124
Parallel Advisors
California
$2K – – –
BCA
125
Berman Capital Advisors
Georgia
$2K +$784 +52 +44%
2 3 4
5
6

UMH Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2019, worth a combined $418M — up 18% from $355M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UMH and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 57 added.

The largest buyer was Russell Investments Group, adding an estimated $19.8M. The largest seller was Kennedy Capital Management, cutting an estimated $8.47M.

  • 128 institutional investors held UMH Properties (UMH) as of Q4 2019, down from 132 in Q3 2019.
  • Funds reported $418M of UMH Properties stock for Q4 2019, up 18% quarter-over-quarter.
  • 10 funds opened new UMH Properties positions in Q4 2019 and 14 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q4 2019 was Russell Investments Group, an estimated $19.8M added.
  • The largest UMH Properties seller in Q4 2019 was Kennedy Capital Management, an estimated $8.47M sold.

Based on aggregated 13F filings for Q4 2019.