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UMH

UMH Properties

85 hedge funds and large institutions have $105M invested in UMH Properties in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

1.13% more ownership

Funds ownership: 40.52%41.65% (+1.1%)

2% more capital invested

Capital invested by funds: $102M → $105M (+$2.48M)

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
40
Reduced
19
Closed
8
Calls
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.3M -$484K -48,410 -3%
RCM
2
Rutabaga Capital Management
Massachusetts
$14.3M +$974K +97,346 +7%
BIT
3
BlackRock Institutional Trust
California
$9.06M +$61.7K +6,167 +0.7%
BI
4
Boulegeris Investments
Georgia
$9.01M +$728K +72,816 +9%
RR
5
Robotti Robert
$7M +$229K +22,900 +3%
BFA
6
BlackRock Fund Advisors
California
$5.72M -$422K -42,224 -7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.56M +$738K +73,746 +15%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.03M +$59.5K +5,948 +2%
State Street
9
State Street
Massachusetts
$2.72M +$163K +16,256 +6%
Northern Trust
10
Northern Trust
Illinois
$2.37M -$270 -27 -0%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.99M +$246K +24,561 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.92M +$105K +10,505 +6%
PCM
13
Perritt Capital Management
Illinois
$1.82M +$735K +73,533 +66%
RA
14
RMR Advisors
Massachusetts
$1.58M +$31.7K +3,170 +2%
DADC
15
D.A. Davidson & Co
Montana
$1.48M +$97.8K +9,780 +7%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$1.32M -$350K -35,000 -21%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.27M +$25.8K +2,583 +2%
GC
18
Globeflex Capital
California
$1.04M +$1.06M +106,019 New
TCIM
19
TIAA CREF Investment Management
New York
$986K +$98.4K +9,838 +11%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$867K +$272K +27,200 +44%
BIM
21
BlackRock Investment Management
Delaware
$863K +$132K +13,205 +18%
CCM
22
Cadence Capital Management
Massachusetts
$852K +$870K +86,952 New
BCM
23
Buckhead Capital Management
Georgia
$768K +$100K +10,036 +15%
BA
24
Bard Associates
Illinois
$674K
WS
25
Wedbush Securities
California
$625K +$10K +1,000 +2%

UMH Hedge Fund Activity: Q2 2015 in Review

85 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2015, worth a combined $105M — up 2.4% from $102M a quarter earlier.

Fund positioning in UMH was balanced in Q2 2015: 8 funds opened new positions, 8 closed out, 40 added to existing stakes and 19 trimmed.

The largest buyer was Globeflex Capital, opening a new position worth an estimated $1.06M. The largest seller was Wells Fargo, cutting an estimated $484K.

  • 85 institutional investors held UMH Properties (UMH) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $105M of UMH Properties stock for Q2 2015, up 2.4% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q2 2015 and 8 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q2 2015 was Globeflex Capital, an estimated $1.06M added.
  • The largest UMH Properties seller in Q2 2015 was Wells Fargo, an estimated $484K sold.

Based on aggregated 13F filings for Q2 2015.