UMH Properties
89 hedge funds and large institutions have $115M invested in UMH Properties in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
62% more call options, than puts
Call options by funds: $84K | Put options by funds: $52K
13% more capital invested
Capital invested by funds: $102M → $115M (+$12.8M)
7% more funds holding
Funds holding: 83 → 89 (+6)
0.27% more ownership
Funds ownership: 41.51% → 41.77% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.64M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$871K |
| 3 |
LPL Financial
San Diego,
California
|
+$598K |
| 4 |
BI
Boulegeris Investments
Sandy Springs,
Georgia
|
+$517K |
| 5 |
Neuberger Berman Group
New York
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$599K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$504K |
| 3 |
RR
Robotti Robert
|
-$258K |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$246K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$114K |
UMH Hedge Fund Activity: Q4 2015 in Review
89 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2015, worth a combined $115M — up 13% from $102M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UMH positions and 1 closed out — a net gain of 6 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.64M. The largest seller was TFS Capital, cutting an estimated $599K.
- 89 institutional investors held UMH Properties (UMH) as of Q4 2015, up from 83 in Q3 2015.
- Funds reported $115M of UMH Properties stock for Q4 2015, up 13% quarter-over-quarter.
- 7 funds opened new UMH Properties positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest UMH Properties buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $1.64M added.
- The largest UMH Properties seller in Q4 2015 was TFS Capital, an estimated $599K sold.
Based on aggregated 13F filings for Q4 2015.