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UMH

UMH Properties

98 hedge funds and large institutions have $146M invested in UMH Properties in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $131M → $146M (+$15M)

5% more funds holding

Funds holding: 9398 (+5)

1.86% more ownership

Funds ownership: 42.33%44.19% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
40
Reduced
24
Closed
4
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$21.2M +$271K +22,425 +1%
BI
2
Boulegeris Investments
Georgia
$18.2M +$2.9M +240,349 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.3M +$1.11M +92,031 +10%
BIT
4
BlackRock Institutional Trust
California
$11.5M +$39.5K +3,270 +0.3%
RCM
5
Rutabaga Capital Management
Massachusetts
$9.27M +$367K +30,400 +4%
BFA
6
BlackRock Fund Advisors
California
$8.69M +$649K +53,685 +8%
RR
7
Robotti Robert
$6.31M -$44.7K -3,700 -0.7%
State Street
8
State Street
Massachusetts
$3.88M +$320K +26,463 +9%
Northern Trust
9
Northern Trust
Illinois
$3.55M +$71.5K +5,917 +2%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$3.54M +$242K +20,000 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.48M +$312K +25,849 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.56M +$127K +10,537 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.54M +$830K +68,674 +48%
MAM
14
Martingale Asset Management
Massachusetts
$2.44M +$2.15M +177,550 +665%
DADC
15
D.A. Davidson & Co
Montana
$2.31M +$5.93K +491 +0.3%
Millennium Management
16
Millennium Management
New York
$2.09M +$964K +79,810 +84%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$2M +$91.8K +7,600 +5%
RA
18
RMR Advisors
Massachusetts
$1.92M
EI
19
EAM Investors
California
$1.83M +$1.85M +153,393 New
WA
20
WealthTrust Axiom
Pennsylvania
$1.47M +$18.8K +1,553 +1%
PCM
21
Perritt Capital Management
Illinois
$1.38M -$1.17M -96,748 -46%
BIM
22
BlackRock Investment Management
Delaware
$1.22M -$12.1K -1,001 -1%
LPL Financial
23
LPL Financial
California
$1.12M +$154K +12,785 +15%
Two Sigma Investments
24
Two Sigma Investments
New York
$989K +$1M +82,957 New
PPA
25
Parametric Portfolio Associates
Washington
$962K +$116K +9,633 +14%

UMH Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2016, worth a combined $146M — up 12% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UMH positions and 4 closed out — a net gain of 6 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Boulegeris Investments, adding an estimated $2.9M. The largest seller was Renaissance Technologies, cutting an estimated $4.91M.

  • 98 institutional investors held UMH Properties (UMH) as of Q3 2016, up from 93 in Q2 2016.
  • Funds reported $146M of UMH Properties stock for Q3 2016, up 12% quarter-over-quarter.
  • 10 funds opened new UMH Properties positions in Q3 2016 and 4 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q3 2016 was Boulegeris Investments, an estimated $2.9M added.
  • The largest UMH Properties seller in Q3 2016 was Renaissance Technologies, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2016.