We are live on ! Find out more
UMH

UMH Properties

76 hedge funds and large institutions have $78.8M invested in UMH Properties in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $131K | Put options by funds: $47K

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $67.4M → $78.8M (+$11.4M)

3.69% more ownership

Funds ownership: 32.18%35.87% (+3.7%)

4% less funds holding

Funds holding: 7976 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
15
Closed
8
Calls
$131K
Puts
$47K
Net Calls
+$84K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.1M +$30.5K +3,089 +0.2%
RCM
2
Rutabaga Capital Management
Massachusetts
$11.7M +$8.38M +849,002 +263%
BIT
3
BlackRock Institutional Trust
California
$8.09M +$638K +64,711 +9%
RR
4
Robotti Robert
$7M +$146K +14,850 +2%
BFA
5
BlackRock Fund Advisors
California
$5.02M +$45.9K +4,648 +0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.51M +$49.4K +5,006 +1%
State Street
7
State Street
Massachusetts
$2.28M +$33.1K +3,355 +1%
Northern Trust
8
Northern Trust
Illinois
$2.25M -$139K -14,137 -6%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$1.71M +$1.68M +170,000 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.61M +$260K +26,322 +20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.35M +$40.3K +4,083 +3%
DADC
12
D.A. Davidson & Co
Montana
$1.23M -$86.6K -8,776 -7%
Morgan Stanley
13
Morgan Stanley
New York
$1.11M +$38.2K +3,877 +4%
TCIM
14
TIAA CREF Investment Management
New York
$954K +$88.4K +8,961 +10%
CCM
15
Coe Capital Management
Illinois
$910K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$873K +$25.9K +2,630 +3%
BCM
17
Buckhead Capital Management
Georgia
$791K +$778K +78,865 New
RA
18
RMR Advisors
Massachusetts
$751K +$197K +20,000 +36%
AAM
19
Advisors Asset Management
Colorado
$736K -$68.9K -6,984 -9%
BA
20
Bard Associates
Illinois
$705K +$9.87K +1,000 +1%
BIM
21
BlackRock Investment Management
Delaware
$660K +$45.3K +4,593 +8%
WS
22
Wedbush Securities
California
$593K -$24.7K -2,500 -4%
TA
23
Teachers Advisors
New York
$588K -$3.83K -388 -0.7%
Asset Management One
24
Asset Management One
Japan
$587K
WA
25
WealthTrust Axiom
Pennsylvania
$478K +$112K +11,313 +31%

UMH Hedge Fund Activity: Q2 2014 in Review

76 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2014, worth a combined $78.8M — up 17% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UMH and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $8.38M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $213K sold.

  • 76 institutional investors held UMH Properties (UMH) as of Q2 2014, down from 79 in Q1 2014.
  • Funds reported $78.8M of UMH Properties stock for Q2 2014, up 17% quarter-over-quarter.
  • 6 funds opened new UMH Properties positions in Q2 2014 and 8 closed out, a net change of -2 holders.
  • The largest UMH Properties buyer in Q2 2014 was Rutabaga Capital Management, an estimated $8.38M added.
  • The largest UMH Properties seller in Q2 2014 was Palisade Capital Management, an estimated $213K sold.

Based on aggregated 13F filings for Q2 2014.