UMH Properties
93 hedge funds and large institutions have $131M invested in UMH Properties in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
18% more capital invested
Capital invested by funds: $110M → $131M (+$20.2M)
4% more funds holding
Funds holding: 89 → 93 (+4)
1.51% more ownership
Funds ownership: 40.82% → 42.33% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Boulegeris Investments
Sandy Springs,
Georgia
|
+$2.52M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.12M |
| 4 |
Bank of New York Mellon
New York
|
+$421K |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$3.36M |
| 2 |
LPL Financial
San Diego,
California
|
-$595K |
| 3 |
Renaissance Technologies
New York
|
-$382K |
| 4 |
RR
Robotti Robert
|
-$342K |
| 5 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
-$221K |
UMH Hedge Fund Activity: Q2 2016 in Review
93 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2016, worth a combined $131M — up 18% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UMH positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Boulegeris Investments, adding an estimated $2.52M. The largest seller was Rutabaga Capital Management, cutting an estimated $3.36M.
- 93 institutional investors held UMH Properties (UMH) as of Q2 2016, up from 89 in Q1 2016.
- Funds reported $131M of UMH Properties stock for Q2 2016, up 18% quarter-over-quarter.
- 9 funds opened new UMH Properties positions in Q2 2016 and 5 closed out, a net change of +4 holders.
- The largest UMH Properties buyer in Q2 2016 was Boulegeris Investments, an estimated $2.52M added.
- The largest UMH Properties seller in Q2 2016 was Rutabaga Capital Management, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2016.