UMH Properties
116 hedge funds and large institutions have $299M invested in UMH Properties in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
112% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 26
8% more funds holding
Funds holding: 107 → 116 (+9)
1.27% more ownership
Funds ownership: 55.32% → 56.59% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $313M → $299M (-$13.5M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$4.44M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.7M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$3.41M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.84M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.29M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.51M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$3.32M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$2.75M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$2.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Simplex Trading
Chicago,
Illinois
| – | -$688 | -43 | -52% |
|
UMH Hedge Fund Activity: Q3 2017 in Review
116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2017, worth a combined $299M — down 4.3% from $313M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UMH positions and 8 closed out — a net gain of 9 holders — while 55 added to existing stakes and 26 trimmed.
The largest buyer was Millennium Management, adding an estimated $4.44M. The largest seller was AJO LP, exiting entirely with an estimated $6.29M sold.
- 116 institutional investors held UMH Properties (UMH) as of Q3 2017, up from 107 in Q2 2017.
- Funds reported $299M of UMH Properties stock for Q3 2017, down 4.3% quarter-over-quarter.
- 17 funds opened new UMH Properties positions in Q3 2017 and 8 closed out, a net change of +9 holders.
- The largest UMH Properties buyer in Q3 2017 was Millennium Management, an estimated $4.44M added.
- The largest UMH Properties seller in Q3 2017 was AJO LP, an estimated $6.29M sold.
Based on aggregated 13F filings for Q3 2017.