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UMH

UMH Properties

83 hedge funds and large institutions have $102M invested in UMH Properties in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 41.65%41.51% (-0.15%)

3% less capital invested

Capital invested by funds: $105M → $102M (-$2.88M)

2% less funds holding

Funds holding: 8583 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

96% less call options, than puts

Call options by funds: $1K | Put options by funds: $28K

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
33
Reduced
24
Closed
4
Calls
$1K
Puts
$28K
Net Calls
-$27K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.7M +$166K +17,441 +1%
RCM
2
Rutabaga Capital Management
Massachusetts
$11.4M -$2.28M -239,969 -16%
BIT
3
BlackRock Institutional Trust
California
$8.97M +$374K +39,259 +4%
BI
4
Boulegeris Investments
Georgia
$8.89M +$347K +36,497 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.73M +$1.49M +156,104 +28%
RR
6
Robotti Robert
$6.63M -$9.04K -950 -0.1%
BFA
7
BlackRock Fund Advisors
California
$5.49M +$67.5K +7,090 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.64M +$785K +82,492 +27%
State Street
9
State Street
Massachusetts
$2.57M -$7.09K -745 -0.3%
Northern Trust
10
Northern Trust
Illinois
$2.39M +$148K +15,547 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.14M +$267K +28,038 +14%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$2.09M +$857K +90,000 +67%
PCM
13
Perritt Capital Management
Illinois
$1.73M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.63M -$192K -20,164 -10%
RA
15
RMR Advisors
Massachusetts
$1.5M
DADC
16
D.A. Davidson & Co
Montana
$1.4M -$4.46K -469 -0.3%
TC
17
TFS Capital
Pennsylvania
$1.25M +$1.28M +134,955 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.21M
Neuberger Berman Group
19
Neuberger Berman Group
New York
$1.03M +$209K +21,975 +25%
TCIM
20
TIAA CREF Investment Management
New York
$896K -$40.9K -4,292 -4%
WA
21
WealthTrust Axiom
Pennsylvania
$896K +$412K +43,292 +81%
BIM
22
BlackRock Investment Management
Delaware
$817K -$2.81K -295 -0.3%
BCM
23
Buckhead Capital Management
Georgia
$733K +$4.31K +453 +0.6%
BA
24
Bard Associates
Illinois
$633K
WS
25
Wedbush Securities
California
$630K +$38.1K +4,000 +6%

UMH Hedge Fund Activity: Q3 2015 in Review

83 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2015, worth a combined $102M — down 2.8% from $105M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UMH and 3 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.

The largest buyer was Vanguard Group, adding an estimated $1.49M. The largest seller was Rutabaga Capital Management, cutting an estimated $2.28M.

  • 83 institutional investors held UMH Properties (UMH) as of Q3 2015, down from 85 in Q2 2015.
  • Funds reported $102M of UMH Properties stock for Q3 2015, down 2.8% quarter-over-quarter.
  • 3 funds opened new UMH Properties positions in Q3 2015 and 4 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q3 2015 was Vanguard Group, an estimated $1.49M added.
  • The largest UMH Properties seller in Q3 2015 was Rutabaga Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2015.