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UMH

UMH Properties

76 hedge funds and large institutions have $86.2M invested in UMH Properties in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

18% more call options, than puts

Call options by funds: $58K | Put options by funds: $49K

9% more capital invested

Capital invested by funds: $78.8M → $86.2M (+$7.37M)

3.83% more ownership

Funds ownership: 35.87%39.7% (+3.8%)

0% more funds holding

Funds holding: 7676 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
32
Reduced
16
Closed
8
Calls
$58K
Puts
$49K
Net Calls
+$9K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.1M +$878K +88,059 +5%
RCM
2
Rutabaga Capital Management
Massachusetts
$12.6M +$1.57M +157,886 +13%
BIT
3
BlackRock Institutional Trust
California
$8.06M +$409K +41,060 +5%
BI
4
Boulegeris Investments
Georgia
$7.31M +$7.67M +769,029 New
RR
5
Robotti Robert
$6.51M -$118K -11,800 -2%
BFA
6
BlackRock Fund Advisors
California
$4.62M -$143K -14,353 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.38M +$112K +11,219 +2%
State Street
8
State Street
Massachusetts
$2.28M +$123K +12,327 +5%
Northern Trust
9
Northern Trust
Illinois
$2.23M +$102K +10,205 +5%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$1.61M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.57M +$51.4K +5,153 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.38M +$110K +11,066 +8%
DADC
13
D.A. Davidson & Co
Montana
$1.26M +$104K +10,465 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.03M +$217K +21,719 +25%
Morgan Stanley
15
Morgan Stanley
New York
$1.02M -$35.7K -3,579 -3%
RA
16
RMR Advisors
Massachusetts
$1M +$307K +30,797 +41%
TCIM
17
TIAA CREF Investment Management
New York
$880K -$25.4K -2,548 -3%
CCM
18
Coe Capital Management
Illinois
$843K -$19.9K -2,000 -2%
BA
19
Bard Associates
Illinois
$730K -$701K -70,325 Closed
BCM
20
Buckhead Capital Management
Georgia
$702K -$49.2K -4,936 -6%
AAM
21
Advisors Asset Management
Colorado
$646K -$53.8K -5,397 -7%
TA
22
Teachers Advisors
New York
$633K +$79.2K +7,940 +14%
BIM
23
BlackRock Investment Management
Delaware
$620K -$4.7K -471 -0.7%
WS
24
Wedbush Securities
California
$571K +$9.97K +1,000 +2%
Asset Management One
25
Asset Management One
Japan
$559K +$4.6K +461 +0.8%

UMH Hedge Fund Activity: Q3 2014 in Review

76 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2014, worth a combined $86.2M — up 9.4% from $78.8M a quarter earlier.

Fund positioning in UMH was balanced in Q3 2014: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 16 trimmed.

The largest buyer was Rutabaga Capital Management, adding an estimated $1.57M. The largest seller was Bard Associates, exiting entirely with an estimated $701K sold.

  • 76 institutional investors held UMH Properties (UMH) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $86.2M of UMH Properties stock for Q3 2014, up 9.4% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q3 2014 and 8 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q3 2014 was Rutabaga Capital Management, an estimated $1.57M added.
  • The largest UMH Properties seller in Q3 2014 was Bard Associates, an estimated $701K sold.

Based on aggregated 13F filings for Q3 2014.