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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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$1K +$15 +1 +1%
Federated Hermes
127
Federated Hermes
Pennsylvania
$1K +$90 +6 New
Millennium Management
128
Millennium Management
New York
– -$3.01M -214,055 Closed
Renaissance Technologies
129
Renaissance Technologies
New York
– -$1.42M -100,900 Closed
WG
130
Winton Group
United Kingdom
– -$261K -18,535 Closed
Squarepoint
131
Squarepoint
New York
– -$233K -16,537 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
– -$223K -15,848 Closed
SG Americas Securities
133
SG Americas Securities
New York
– -$215K -15,289 Closed
SCM
134
Stevens Capital Management
Pennsylvania
– -$206K -14,658 Closed
FAF
135
Första AP-fonden
Sweden
– -$199K -14,100 Closed
Prudential Financial
136
Prudential Financial
New Jersey
– -$196K -13,889 Closed
Loomis, Sayles & Company
137
Loomis, Sayles & Company
Massachusetts
– -$37K -2,653 Closed
QT
138
Quantamental Technologies
New York
– -$31K -2,234 Closed
TRCT
139
Tower Research Capital (TRC)
New York
– -$5K -336 Closed
CFD
140
Creative Financial Designs
Indiana
– -$4K -254 Closed
GWAG
141
Garrett Wealth Advisory Group
Texas
– -$1.59K -113 Closed
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.