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UMH

UMH Properties

85 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $93.8M → $102M (+$8.42M)

5% more funds holding

Funds holding: 8185 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 41.11%40.52% (-0.59%)

89% less call options, than puts

Call options by funds: $1K | Put options by funds: $9K

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
37
Reduced
23
Closed
4
Calls
$1K
Puts
$9K
Net Calls
-$8K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.3M +$319K +33,023 +2%
RCM
2
Rutabaga Capital Management
Massachusetts
$13.7M +$306K +31,650 +2%
BIT
3
BlackRock Institutional Trust
California
$9.25M +$654K +67,670 +8%
BI
4
Boulegeris Investments
Georgia
$8.52M +$588K +60,809 +8%
RR
5
Robotti Robert
$6.96M -$37K -3,825 -0.6%
BFA
6
BlackRock Fund Advisors
California
$6.3M -$91.9K -9,502 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.97M +$213K +22,062 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.05M +$918K +94,983 +46%
State Street
9
State Street
Massachusetts
$2.63M +$166K +17,139 +7%
Northern Trust
10
Northern Trust
Illinois
$2.43M +$12.4K +1,281 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.87M +$98.5K +10,184 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.79M +$99.9K +10,328 +6%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$1.71M
RA
14
RMR Advisors
Massachusetts
$1.59M +$440K +45,475 +40%
DADC
15
D.A. Davidson & Co
Montana
$1.42M -$26.6K -2,756 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.28M +$143K +14,769 +13%
PCM
17
Perritt Capital Management
Illinois
$1.13M +$1.09M +112,264 New
Morgan Stanley
18
Morgan Stanley
New York
$926K -$127K -13,153 -13%
TCIM
19
TIAA CREF Investment Management
New York
$914K
BIM
20
BlackRock Investment Management
Delaware
$754K +$85.4K +8,829 +13%
BA
21
Bard Associates
Illinois
$726K
BCM
22
Buckhead Capital Management
Georgia
$688K -$58.1K -6,004 -8%
WS
23
Wedbush Securities
California
$632K -$10.6K -1,100 -2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$617K +$233K +24,100 +65%
JP Morgan Chase
25
JP Morgan Chase
New York
$616K +$15.5K +1,600 +3%

UMH Hedge Fund Activity: Q1 2015 in Review

85 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2015, worth a combined $102M — up 9% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UMH positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Perritt Capital Management, opening a new position worth an estimated $1.09M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $1.03M sold.

  • 85 institutional investors held UMH Properties (UMH) as of Q1 2015, up from 81 in Q4 2014.
  • Funds reported $102M of UMH Properties stock for Q1 2015, up 9% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q1 2015 and 4 closed out, a net change of +4 holders.
  • The largest UMH Properties buyer in Q1 2015 was Perritt Capital Management, an estimated $1.09M added.
  • The largest UMH Properties seller in Q1 2015 was Granite Investment Partners, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2015.