UMH Properties
127 hedge funds and large institutions have $352M invested in UMH Properties in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.
151% more call options, than puts
Call options by funds: $316K | Put options by funds: $126K
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
5% more capital invested
Capital invested by funds: $335M → $352M (+$17.4M)
3% more funds holding
Funds holding: 123 → 127 (+4)
0.14% less ownership
Funds ownership: 63.37% → 63.23% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.83M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$2.83M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$2.73M |
| 4 |
Axa
Paris,
France
|
+$2.42M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$4.23M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$2.73M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.26M |
| 5 |
WC
Walthausen & Co
Malta,
New York
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
126
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
PCM
127
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$4.23M | -327,282 | Closed |
|
128
Millennium Management
New York
| – | -$962K | -74,400 | Closed |
|
129
Truist Financial
Charlotte,
North Carolina
| – | -$298K | -23,000 | Closed |
|
130
SG Americas Securities
New York
| – | -$270K | -20,911 | Closed |
|
131
Two Sigma Investments
New York
| – | -$257K | -19,892 | Closed |
|
132
Prudential Financial
Newark,
New Jersey
| – | -$160K | -12,409 | Closed |
|
133
Bessemer Group
Woodbridge,
New Jersey
| – | -$101K | -7,800 | Closed |
|
|
PAG
134
Private Advisor Group
Morristown,
New Jersey
| – | -$78K | -6,048 | Closed |
|
|
RDWM
135
Red Door Wealth Management
Memphis,
Tennessee
| – | -$30K | -2,369 | Closed |
|
|
FANJ
136
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$11K | -855 | Closed |
|
|
DWA
137
Dorsey Wright & Associates
Pasadena,
California
| – | -$8K | -626 | Closed |
|
UMH Hedge Fund Activity: Q3 2020 in Review
127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2020, worth a combined $352M — up 5.2% from $335M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UMH positions and 11 closed out — a net gain of 4 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $6.83M. The largest seller was Ameriprise, cutting an estimated $11M.
- 127 institutional investors held UMH Properties (UMH) as of Q3 2020, up from 123 in Q2 2020.
- Funds reported $352M of UMH Properties stock for Q3 2020, up 5.2% quarter-over-quarter.
- 15 funds opened new UMH Properties positions in Q3 2020 and 11 closed out, a net change of +4 holders.
- The largest UMH Properties buyer in Q3 2020 was Fidelity Investments, an estimated $6.83M added.
- The largest UMH Properties seller in Q3 2020 was Ameriprise, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2020.