UMH Properties
125 hedge funds and large institutions have $337M invested in UMH Properties in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 10 closing their positions.
122% more call options, than puts
Call options by funds: $371K | Put options by funds: $167K
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
5% more funds holding
Funds holding: 119 → 125 (+6)
2% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 44
2% more capital invested
Capital invested by funds: $331M → $337M (+$5.56M)
1% less ownership
Funds ownership: 58.96% → 57.96% (-1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$12.7M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$6.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.31M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.69M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$4.62M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.89M |
| 3 |
Renaissance Technologies
New York
|
-$3.22M |
| 4 |
Morgan Stanley
New York
|
-$1.09M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
126
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
|
KJWM
127
Kiley Juergens Wealth Management
Olympia,
Washington
| $1K | – | – | – |
|
|
WAP
128
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1K | +$1.26K | +80 | New |
|
|
BI
129
Boulegeris Investments
Sandy Springs,
Georgia
| – | -$30.4M | -1,980,920 | Closed |
|
|
DCM
130
Driehaus Capital Management
Chicago,
Illinois
| – | -$395K | -25,725 | Closed |
|
131
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$297K | -19,339 | Closed |
|
132
Balyasny Asset Management
Chicago,
Illinois
| – | -$289K | -18,824 | Closed |
|
133
SG Americas Securities
New York
| – | -$228K | -14,836 | Closed |
|
|
ARTA
134
A.R.T. Advisors
New York
| – | -$184K | -12,000 | Closed |
|
135
SEI Investments
Oaks,
Pennsylvania
| – | -$52K | -3,366 | Closed |
|
|
MAM
136
Meeder Asset Management
Dublin,
Ohio
| – | -$22.9K | -1,493 | Closed |
|
|
PIA
137
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$9K | -568 | Closed |
|
|
SPIA
138
Steward Partners Investment Advisory
New York
| – | -$4K | -281 | Closed |
|
UMH Hedge Fund Activity: Q3 2018 in Review
125 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2018, worth a combined $337M — up 1.7% from $331M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UMH positions and 10 closed out — a net gain of 6 holders — while 45 added to existing stakes and 44 trimmed.
The largest buyer was Montag & Associates, opening a new position worth an estimated $12.7M. The largest seller was Waratah Capital Advisors, cutting an estimated $4.62M.
- 125 institutional investors held UMH Properties (UMH) as of Q3 2018, up from 119 in Q2 2018.
- Funds reported $337M of UMH Properties stock for Q3 2018, up 1.7% quarter-over-quarter.
- 16 funds opened new UMH Properties positions in Q3 2018 and 10 closed out, a net change of +6 holders.
- The largest UMH Properties buyer in Q3 2018 was Montag & Associates, an estimated $12.7M added.
- The largest UMH Properties seller in Q3 2018 was Waratah Capital Advisors, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2018.