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UMH

UMH Properties
UMH

100 hedge funds and large institutions have $228M invested in UMH Properties in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

11% more capital invested

Capital invested by funds: $205M → $228M (+$23.4M)

2.4% more ownership

Funds ownership: 47.34% → 49.75% (+2.4%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

6% more call options, than puts

Call options by funds: $130K | Put options by funds: $123K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 105 → 100 (-5)

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
43
Reduced
28
Closed
12
Calls
$130K
Puts
$123K
Net Calls
+$7K
Net Calls Change
-$44K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$28.4M
2
Millennium Management
Millennium Management
New York
+$5.86M
3
BI
Boulegeris Investments
Georgia
+$1.79M
4
State Street
State Street
Massachusetts
+$1.68M
5
CWAM
Columbia Wanger Asset Management
Illinois
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$714K
2
Morgan Stanley
Morgan Stanley
New York
-$595K
3
PCM
Perritt Capital Management
Illinois
-$547K
4
Citadel Advisors
Citadel Advisors
Florida
-$496K
5
Renaissance Technologies
Renaissance Technologies
New York
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$29.7M +$28.4M +1,947,910 +34,759%
Wells Fargo
2
Wells Fargo
California
$26.7M +$123K +8,411 +0.5%
BI
3
Boulegeris Investments
Georgia
$26.4M +$1.79M +122,708 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.8M +$365K +25,032 +2%
CWAM
5
Columbia Wanger Asset Management
Illinois
$14.5M +$1.57M +107,480 +13%
RCM
6
Rutabaga Capital Management
Massachusetts
$12.1M +$218K +14,973 +2%
RR
7
Robotti Robert
$7.75M -$89.9K -6,175 -1%
Millennium Management
8
Millennium Management
New York
$7.65M +$5.86M +402,231 +399%
State Street
9
State Street
Massachusetts
$7.39M +$1.68M +115,181 +31%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.92M +$203K +13,914 +4%
Northern Trust
11
Northern Trust
Illinois
$4.75M +$221K +15,168 +5%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$4.67M – – –
Neuberger Berman Group
13
Neuberger Berman Group
New York
$3.85M +$1.04M +71,678 +39%
DADC
14
D.A. Davidson & Co
Montana
$3.83M +$600K +41,187 +20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.59M +$170K +11,643 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.41M +$146K +10,008 +5%
MAM
17
Martingale Asset Management
Massachusetts
$3.02M +$1.04M +71,150 +56%
RA
18
RMR Advisors
Massachusetts
$2.45M – – –
Ameriprise
19
Ameriprise
Minnesota
$2.16M +$272K +18,641 +15%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.96M +$44.9K +3,080 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.9M -$231K -15,826 -11%
WA
22
WealthTrust Axiom
Pennsylvania
$1.76M -$37.9K -2,603 -2%
Morgan Stanley
23
Morgan Stanley
New York
$1.58M -$595K -40,884 -28%
Charles Schwab
24
Charles Schwab
California
$1.54M +$730K +50,145 +99%
NI
25
Numeric Investors
Massachusetts
$1.51M +$1.45M +99,238 New
1
2 3 4 5

UMH Hedge Fund Activity: Q1 2017 in Review

100 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2017, worth a combined $228M — up 11% from $205M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UMH positions and 12 closed out — a net gain of 1 holder — while 43 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $28.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $714K sold.

  • 100 institutional investors held UMH Properties (UMH) as of Q1 2017, down from 105 in Q4 2016.
  • Funds reported $228M of UMH Properties stock for Q1 2017, up 11% quarter-over-quarter.
  • 13 funds opened new UMH Properties positions in Q1 2017 and 12 closed out, a net change of +1 holder.
  • The largest UMH Properties buyer in Q1 2017 was BlackRock, an estimated $28.4M added.
  • The largest UMH Properties seller in Q1 2017 was Susquehanna International Group, an estimated $714K sold.

Based on aggregated 13F filings for Q1 2017.