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UMH

UMH Properties

105 hedge funds and large institutions have $205M invested in UMH Properties in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $146M → $205M (+$59.6M)

35% more call options, than puts

Call options by funds: $197K | Put options by funds: $146K

7% more funds holding

Funds holding: 98105 (+7)

3.15% more ownership

Funds ownership: 44.19%47.34% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
37
Closed
7
Calls
$197K
Puts
$146K
Net Calls
+$51K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$26.3M -$343K -26,777 -2%
BI
2
Boulegeris Investments
Georgia
$24.3M +$1.1M +86,139 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.3M +$587K +45,806 +4%
BIT
4
BlackRock Institutional Trust
California
$14.3M -$167K -13,026 -1%
BFA
5
BlackRock Fund Advisors
California
$12.8M +$1.57M +122,712 +17%
CWAM
6
Columbia Wanger Asset Management
Illinois
$12.7M +$10.4M +809,801 +2,416%
RCM
7
Rutabaga Capital Management
Massachusetts
$11.7M
RR
8
Robotti Robert
$7.76M -$177K -13,825 -3%
State Street
9
State Street
Massachusetts
$5.59M +$592K +46,181 +14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.66M +$224K +17,489 +6%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$4.62M +$128K +10,000 +3%
Northern Trust
12
Northern Trust
Illinois
$4.47M -$2.61K -204 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.37M +$145K +11,351 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.23M -$1.17K -91 -0%
DADC
15
D.A. Davidson & Co
Montana
$3.17M +$219K +17,099 +9%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$2.73M +$179K +14,000 +8%
RA
17
RMR Advisors
Massachusetts
$2.42M
Morgan Stanley
18
Morgan Stanley
New York
$2.18M +$959K +74,808 +107%
JP Morgan Chase
19
JP Morgan Chase
New York
$2.12M +$872K +68,015 +93%
MAM
20
Martingale Asset Management
Massachusetts
$1.92M -$986K -76,949 -38%
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.89M +$1.61M +125,730 New
Ameriprise
22
Ameriprise
Minnesota
$1.86M +$1.58M +123,346 New
WA
23
WealthTrust Axiom
Pennsylvania
$1.78M -$68.6K -5,351 -4%
BIM
24
BlackRock Investment Management
Delaware
$1.55M +$12K +939 +0.9%
Millennium Management
25
Millennium Management
New York
$1.52M -$952K -74,260 -42%

UMH Hedge Fund Activity: Q4 2016 in Review

105 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2016, worth a combined $205M — up 41% from $146M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 7 closed out — a net gain of 8 holders — while 37 added to existing stakes and 37 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $10.4M. The largest seller was EAM Investors, exiting entirely with an estimated $1.83M sold.

  • 105 institutional investors held UMH Properties (UMH) as of Q4 2016, up from 98 in Q3 2016.
  • Funds reported $205M of UMH Properties stock for Q4 2016, up 41% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q4 2016 and 7 closed out, a net change of +8 holders.
  • The largest UMH Properties buyer in Q4 2016 was Columbia Wanger Asset Management, an estimated $10.4M added.
  • The largest UMH Properties seller in Q4 2016 was EAM Investors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2016.