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UMH

UMH Properties
UMH

72 hedge funds and large institutions have $58.9M invested in UMH Properties in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 71 → 72 (+1)

1% more capital invested

Capital invested by funds: $58.3M → $58.9M (+$572K)

0.06% more ownership

Funds ownership: 31.44% → 31.51% (+0.06%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$940K
2
BFA
BlackRock Fund Advisors
California
+$420K
3
RR
Robotti Robert
+$407K
4
Morgan Stanley
Morgan Stanley
New York
+$292K
5
AAM
Advisors Asset Management
Colorado
+$282K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$274K
2
PCM
Palisade Capital Management
New Jersey
-$224K
3
First Trust Advisors
First Trust Advisors
Illinois
-$106K
4
IG
ING Group
Netherlands
-$103K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.6M +$940K +91,460 +6%
RR
2
Robotti Robert
$7.06M +$407K +39,645 +6%
BIT
3
BlackRock Institutional Trust
California
$6.03M +$256K +24,904 +4%
BFA
4
BlackRock Fund Advisors
California
$4.7M +$420K +40,922 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.58M +$257 +25 +0%
Northern Trust
6
Northern Trust
Illinois
$2.16M +$62.6K +6,096 +3%
State Street
7
State Street
Massachusetts
$1.99M +$13K +1,261 +0.6%
SONJCPFA
8
State of New Jersey Common Pension Fund A
New Jersey
$1.64M -$103K -10,000 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.19M +$24.7K +2,400 +2%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.11M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.04M +$88.8K +8,641 +9%
SONJCPFE
12
State of New Jersey Common Pension Fund E
New Jersey
$993K – – –
AAM
13
Advisors Asset Management
Colorado
$843K +$282K +27,462 +48%
TCIM
14
TIAA CREF Investment Management
New York
$816K +$42.9K +4,174 +5%
BA
15
Bard Associates
Illinois
$691K -$5.14K -500 -0.7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$655K +$18.8K +1,830 +3%
Morgan Stanley
17
Morgan Stanley
New York
$651K +$292K +28,409 +76%
Asset Management One
18
Asset Management One
Japan
$585K +$21.1K +2,050 +4%
WS
19
Wedbush Securities
California
$550K +$41.1K +4,000 +8%
BIM
20
BlackRock Investment Management
Delaware
$542K +$29.6K +2,878 +6%
TA
21
Teachers Advisors
New York
$534K +$22.7K +2,208 +4%
CCM
22
Coe Capital Management
Illinois
$513K – – –
Two Sigma Advisers
23
Two Sigma Advisers
New York
$355K -$5.24K -510 -1%
RA
24
RMR Advisors
Massachusetts
$350K – – –
Two Sigma Investments
25
Two Sigma Investments
New York
$316K -$80K -7,782 -20%
1
2 3 4

UMH Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2013, worth a combined $58.9M — up 0.98% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UMH positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $940K. The largest seller was TFS Capital, exiting entirely with an estimated $274K sold.

  • 72 institutional investors held UMH Properties (UMH) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $58.9M of UMH Properties stock for Q3 2013, up 0.98% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest UMH Properties buyer in Q3 2013 was Wells Fargo, an estimated $940K added.
  • The largest UMH Properties seller in Q3 2013 was TFS Capital, an estimated $274K sold.

Based on aggregated 13F filings for Q3 2013.