UMH Properties
123 hedge funds and large institutions have $335M invested in UMH Properties in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 17 closing their positions.
65% more call options, than puts
Call options by funds: $465K | Put options by funds: $282K
51% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 35
14% more capital invested
Capital invested by funds: $293M → $335M (+$42M)
2.01% less ownership
Funds ownership: 65.38% → 63.37% (-2%)
6% less funds holding
Funds holding: 131 → 123 (-8)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$3.96M |
| 2 |
PHAM
Pacific Heights Asset Management
San Francisco,
California
|
+$1.21M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.2M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$1.19M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.5M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3.35M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.08M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$2.9M |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Lido Advisors
Los Angeles,
California
| – | -$174K | -16,000 | Closed |
|
|
PAM
127
Panagora Asset Management
Boston,
Massachusetts
| – | -$155K | -14,273 | Closed |
|
|
AG
128
Aperio Group
Sausalito,
California
| – | -$144K | -13,233 | Closed |
|
129
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$121K | -10,015 | Closed |
|
|
IC
130
IEQ Capital
Foster City,
California
| – | -$109K | -10,000 | Closed |
|
|
II
131
Inspire Investing
Meridian,
Idaho
| – | -$12K | -1,088 | Closed |
|
132
US Bancorp
Minneapolis,
Minnesota
| – | -$6.97K | -577 | -94% |
|
|
GT
133
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$3K | -249 | Closed |
|
|
ABC
134
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$1K | -135 | Closed |
|
|
PA
135
Parallel Advisors
San Francisco,
California
| – | -$1K | -102 | Closed |
|
|
WAP
136
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -82 | Closed |
|
|
FGAM
137
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$151 | -14 | Closed |
|
|
PFO
138
Pathstone Family Office
Englewood,
New Jersey
| – | +$532 | +44 | New |
|
UMH Hedge Fund Activity: Q2 2020 in Review
123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2020, worth a combined $335M — up 14% from $293M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UMH and 9 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 53 added.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $3.96M. The largest seller was Ameriprise, cutting an estimated $6.5M.
- 123 institutional investors held UMH Properties (UMH) as of Q2 2020, down from 131 in Q1 2020.
- Funds reported $335M of UMH Properties stock for Q2 2020, up 14% quarter-over-quarter.
- 9 funds opened new UMH Properties positions in Q2 2020 and 17 closed out, a net change of -8 holders.
- The largest UMH Properties buyer in Q2 2020 was Penn Capital Management, an estimated $3.96M added.
- The largest UMH Properties seller in Q2 2020 was Ameriprise, an estimated $6.5M sold.
Based on aggregated 13F filings for Q2 2020.