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UMH

UMH Properties

81 hedge funds and large institutions have $93.8M invested in UMH Properties in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $86.2M → $93.8M (+$7.58M)

7% more funds holding

Funds holding: 7681 (+5)

1.41% more ownership

Funds ownership: 39.7%41.11% (+1.4%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
33
Reduced
16
Closed
6
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.1M -$97.8K -10,149 -0.6%
RCM
2
Rutabaga Capital Management
Massachusetts
$12.7M +$30.3K +3,150 +0.2%
BIT
3
BlackRock Institutional Trust
California
$8.13M +$28.9K +3,002 +0.4%
BI
4
Boulegeris Investments
Georgia
$7.5M +$158K +16,413 +2%
RR
5
Robotti Robert
$6.64M +$89.6K +9,300 +1%
BFA
6
BlackRock Fund Advisors
California
$6.07M +$1.44M +149,221 +31%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.5M +$98.9K +10,268 +2%
State Street
8
State Street
Massachusetts
$2.33M +$37.4K +3,878 +2%
Northern Trust
9
Northern Trust
Illinois
$2.29M +$52.7K +5,469 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.99M +$1.66M +172,317 +479%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.67M +$91.7K +9,520 +6%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$1.62M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.6M +$213K +22,075 +15%
DADC
14
D.A. Davidson & Co
Montana
$1.37M +$103K +10,679 +8%
RA
15
RMR Advisors
Massachusetts
$1.07M +$64K +6,641 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.07M +$32.7K +3,390 +3%
GIP
17
Granite Investment Partners
California
$1.03M +$608K +63,135 +142%
Morgan Stanley
18
Morgan Stanley
New York
$1M -$20.8K -2,158 -2%
TCIM
19
TIAA CREF Investment Management
New York
$867K -$17.7K -1,841 -2%
MAM
20
Martingale Asset Management
Massachusetts
$742K +$748K +77,619 New
BA
21
Bard Associates
Illinois
$731K
BCM
22
Buckhead Capital Management
Georgia
$710K +$3.57K +371 +0.5%
TA
23
Teachers Advisors
New York
$636K
BIM
24
BlackRock Investment Management
Delaware
$631K +$7.18K +746 +1%
AAM
25
Advisors Asset Management
Colorado
$612K -$38K -3,950 -6%

UMH Hedge Fund Activity: Q4 2014 in Review

81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2014, worth a combined $93.8M — up 8.8% from $86.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UMH positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.66M. The largest seller was Coe Capital Management, exiting entirely with an estimated $843K sold.

  • 81 institutional investors held UMH Properties (UMH) as of Q4 2014, up from 76 in Q3 2014.
  • Funds reported $93.8M of UMH Properties stock for Q4 2014, up 8.8% quarter-over-quarter.
  • 12 funds opened new UMH Properties positions in Q4 2014 and 6 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q4 2014 was Renaissance Technologies, an estimated $1.66M added.
  • The largest UMH Properties seller in Q4 2014 was Coe Capital Management, an estimated $843K sold.

Based on aggregated 13F filings for Q4 2014.