UMH Properties
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.59M |
| 2 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$3.17M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.8M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$2.59M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.1M |
| 2 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$1.73M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.7M |
| 4 |
JP Morgan Chase
New York
|
-$1.36M |
| 5 |
Millennium Management
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFIM
126
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$257K | -17,225 | Closed |
|
|
CAM
127
ClariVest Asset Management
San Diego,
California
| – | -$243K | -16,292 | Closed |
|
|
AG
128
Aperio Group
Sausalito,
California
| – | -$181K | -12,128 | Closed |
|
129
Teacher Retirement System of Texas
Austin,
Texas
| – | -$158K | -10,607 | Closed |
|
|
MC
130
Menta Capital
San Francisco,
California
| – | -$152K | -10,180 | Closed |
|
|
EMG
131
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$149K | -10,000 | Closed |
|
132
Parallax Volatility Advisers
San Francisco,
California
| – | -$68K | -4,536 | Closed |
|
|
TRCT
133
Tower Research Capital (TRC)
New York
| – | -$26K | -1,723 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$23K | -1,548 | Closed |
|
|
AG
135
Advisor Group
Phoenix,
Arizona
| – | -$9K | -621 | Closed |
|
|
II
136
Inspire Investing
Meridian,
Idaho
| – | -$7K | -464 | Closed |
|
|
MA
137
MUFG Americas
New York
| – | -$2K | -125 | Closed |
|
|
KJWM
138
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$1K | -100 | Closed |
|
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.