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UMH

UMH Properties

89 hedge funds and large institutions have $109M invested in UMH Properties in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.96% less ownership

Funds ownership: 41.77%40.82% (-0.96%)

5% less capital invested

Capital invested by funds: $115M → $109M (-$5.68M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

76% less call options, than puts

Call options by funds: $12K | Put options by funds: $50K

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
36
Reduced
21
Closed
6
Calls
$12K
Puts
$50K
Net Calls
-$38K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17M +$168K +17,438 +1%
RCM
2
Rutabaga Capital Management
Massachusetts
$10.6M -$1.25M -130,350 -11%
BI
3
Boulegeris Investments
Georgia
$10.3M +$273K +28,326 +3%
BIT
4
BlackRock Institutional Trust
California
$9.68M +$94.3K +9,797 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.58M +$219K +22,797 +3%
BFA
6
BlackRock Fund Advisors
California
$6.36M -$1.12M -116,439 -15%
RR
7
Robotti Robert
$5.63M -$1.15M -119,720 -17%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.89M +$947K +98,375 +25%
State Street
9
State Street
Massachusetts
$2.93M +$138K +14,309 +5%
Northern Trust
10
Northern Trust
Illinois
$2.66M +$50.4K +5,238 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.46M +$95K +9,870 +4%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$2.4M +$404K +42,000 +21%
PCM
13
Perritt Capital Management
Illinois
$2.08M -$19.3K -2,000 -0.9%
DADC
14
D.A. Davidson & Co
Montana
$1.67M +$96.4K +10,011 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.61M -$76.2K -7,912 -5%
RA
16
RMR Advisors
Massachusetts
$1.6M
Neuberger Berman Group
17
Neuberger Berman Group
New York
$1.48M +$89.5K +9,300 +7%
LPL Financial
18
LPL Financial
California
$1.39M +$202K +20,980 +17%
WA
19
WealthTrust Axiom
Pennsylvania
$1.13M +$49.3K +5,121 +5%
Millennium Management
20
Millennium Management
New York
$1.01M +$200K +20,727 +25%
BCM
21
Buckhead Capital Management
Georgia
$926K +$131K +13,631 +17%
BIM
22
BlackRock Investment Management
Delaware
$897K +$10.7K +1,111 +1%
TCIM
23
TIAA CREF Investment Management
New York
$861K -$91.4K -9,500 -10%
WS
24
Wedbush Securities
California
$672K
BA
25
Bard Associates
Illinois
$651K

UMH Hedge Fund Activity: Q1 2016 in Review

89 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2016, worth a combined $109M — down 5% from $115M a quarter earlier.

Fund positioning in UMH was balanced in Q1 2016: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 21 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $947K. The largest seller was Rutabaga Capital Management, cutting an estimated $1.25M.

  • 89 institutional investors held UMH Properties (UMH) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $109M of UMH Properties stock for Q1 2016, down 5% quarter-over-quarter.
  • 6 funds opened new UMH Properties positions in Q1 2016 and 6 closed out, a net change of 0 holders.
  • The largest UMH Properties buyer in Q1 2016 was Renaissance Technologies, an estimated $947K added.
  • The largest UMH Properties seller in Q1 2016 was Rutabaga Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2016.