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UMH

UMH Properties
UMH

71 hedge funds and large institutions have $59M invested in UMH Properties in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

0% more capital invested

Capital invested by funds: $58.9M → $59M (+$113K)

0.09% less ownership

Funds ownership: 31.51% → 31.42% (-0.09%)

1% less funds holding

Funds holding: 72 → 71 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.05M
2
DADC
D.A. Davidson & Co
Montana
+$884K
3
BIT
BlackRock Institutional Trust
California
+$741K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$564K
5
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
+$536K

Top Sellers

Rank Fund Capital Flow
1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$993K
2
RR
Robotti Robert
-$349K
3
Two Sigma Investments
Two Sigma Investments
New York
-$316K
4
Deutsche Bank
Deutsche Bank
Germany
-$218K
5
Renaissance Technologies
Renaissance Technologies
New York
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.8M +$1.05M +108,183 +7%
BIT
2
BlackRock Institutional Trust
California
$6.43M +$741K +76,038 +13%
RR
3
Robotti Robert
$6.36M -$349K -35,845 -5%
BFA
4
BlackRock Fund Advisors
California
$4.61M +$157K +16,110 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95M +$564K +57,880 +16%
Northern Trust
6
Northern Trust
Illinois
$2.19M +$147K +15,140 +7%
SONJCPFA
7
State of New Jersey Common Pension Fund A
New Jersey
$2.07M +$536K +55,000 +33%
State Street
8
State Street
Massachusetts
$1.91M +$27.5K +2,825 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.22M +$235K +24,127 +23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.17M +$44.3K +4,550 +4%
Morgan Stanley
11
Morgan Stanley
New York
$1.07M +$463K +47,497 +72%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$1.03M -$6.82K -700 -0.6%
DADC
13
D.A. Davidson & Co
Montana
$854K +$884K +90,722 New
TCIM
14
TIAA CREF Investment Management
New York
$812K +$39.2K +4,025 +5%
AAM
15
Advisors Asset Management
Colorado
$777K -$23.5K -2,414 -3%
BA
16
Bard Associates
Illinois
$655K -$487 -50 -0.1%
CCM
17
Coe Capital Management
Illinois
$619K +$136K +14,000 +27%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$599K -$22.1K -2,264 -3%
WS
19
Wedbush Securities
California
$581K +$60.4K +6,200 +11%
Asset Management One
20
Asset Management One
Japan
$547K – – –
BIM
21
BlackRock Investment Management
Delaware
$526K +$12.9K +1,324 +2%
TA
22
Teachers Advisors
New York
$506K – – –
RA
23
RMR Advisors
Massachusetts
$485K +$158K +16,211 +46%
Charles Schwab
24
Charles Schwab
California
$375K +$126K +12,900 +48%
TIAAOA
25
Teachers Insurance & Annuity Association of America
New York
$299K – – –
1
2 3 4

UMH Hedge Fund Activity: Q4 2013 in Review

71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2013, worth a combined $59M — up 0.19% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UMH and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 30 added.

The largest buyer was Wells Fargo, adding an estimated $1.05M. The largest seller was State of New Jersey Common Pension Fund E, exiting entirely with an estimated $993K sold.

  • 71 institutional investors held UMH Properties (UMH) as of Q4 2013, down from 72 in Q3 2013.
  • Funds reported $59M of UMH Properties stock for Q4 2013, up 0.19% quarter-over-quarter.
  • 5 funds opened new UMH Properties positions in Q4 2013 and 6 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q4 2013 was Wells Fargo, an estimated $1.05M added.
  • The largest UMH Properties seller in Q4 2013 was State of New Jersey Common Pension Fund E, an estimated $993K sold.

Based on aggregated 13F filings for Q4 2013.