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UMH

UMH Properties
UMH

131 hedge funds and large institutions have $378M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $644K | Put options by funds: $222K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $352M → $378M (+$25.2M)

3% more funds holding

Funds holding: 127 → 131 (+4)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

2.02% less ownership

Funds ownership: 63.23% → 61.22% (-2%)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
43
Closed
10
Calls
$644K
Puts
$222K
Net Calls
+$422K
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.98M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14M
3
BlackRock
BlackRock
New York
+$1.77M
4
ICOM
Investment Counselors of Maryland
Maryland
+$1.28M
5
Goldman Sachs
Goldman Sachs
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.07M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.36M
4
WC
Walthausen & Co
New York
-$1.26M
5
MAM
Martingale Asset Management
Massachusetts
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$1K – – –
QCG
127
Quadrant Capital Group
Ohio
$1K – – –
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$1K +$1.12K +77 New
AIG
129
American International Group
New York
$320 -$4.84K -333 -2%
RA
130
RMR Advisors
Massachusetts
– -$2.65M -195,796 Closed
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
– -$1.82K -124,956 Closed
Marshall Wace
132
Marshall Wace
United Kingdom
– -$712K -52,603 Closed
WG
133
Winton Group
United Kingdom
– -$709K -52,337 Closed
Arrowstreet Capital
134
Arrowstreet Capital
Massachusetts
– -$704K -52,014 Closed
PFO
135
Pathstone Family Office
New Jersey
– -$426K -29,280 -100%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
– -$255K -18,820 Closed
Squarepoint
137
Squarepoint
New York
– -$148K -10,907 Closed
Loomis, Sayles & Company
138
Loomis, Sayles & Company
Massachusetts
– -$5K -346 Closed
FCH
139
Freestone Capital Holdings
Washington
– -$1.35K -100 Closed
PWMG
140
Prestige Wealth Management Group
New Jersey
– -$1K -61 Closed
2 3 4 5
6

UMH Hedge Fund Activity: Q4 2020 in Review

131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2020, worth a combined $378M — up 7.1% from $352M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 10 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Invesco, adding an estimated $4.98M. The largest seller was Ameriprise, cutting an estimated $7.07M.

  • 131 institutional investors held UMH Properties (UMH) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $378M of UMH Properties stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2020 and 10 closed out, a net change of +5 holders.
  • The largest UMH Properties buyer in Q4 2020 was Invesco, an estimated $4.98M added.
  • The largest UMH Properties seller in Q4 2020 was Ameriprise, an estimated $7.07M sold.

Based on aggregated 13F filings for Q4 2020.