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UMH

UMH Properties

107 hedge funds and large institutions have $313M invested in UMH Properties in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

43% more call options, than puts

Call options by funds: $261K | Put options by funds: $182K

37% more capital invested

Capital invested by funds: $228M → $313M (+$84.3M)

7% more funds holding

Funds holding: 100107 (+7)

5.58% more ownership

Funds ownership: 49.75%55.32% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
47
Reduced
27
Closed
8
Calls
$261K
Puts
$182K
Net Calls
+$79K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.1M +$37M +2,242,115 +203%
BlackRock
2
BlackRock
New York
$39.1M +$5.57M +337,989 +17%
BI
3
Boulegeris Investments
Georgia
$30.1M +$476K +28,896 +2%
Wells Fargo
4
Wells Fargo
California
$23.1M -$6.66M -403,930 -23%
Millennium Management
5
Millennium Management
New York
$10.9M +$2.22M +134,489 +27%
State Street
6
State Street
Massachusetts
$9.34M +$1.02M +61,704 +13%
RCM
7
Rutabaga Capital Management
Massachusetts
$8.87M -$4.49M -272,138 -34%
RR
8
Robotti Robert
$8.54M +$102K +6,175 +1%
CWAM
9
Columbia Wanger Asset Management
Illinois
$8.48M -$7.47M -453,168 -48%
Northern Trust
10
Northern Trust
Illinois
$6.62M +$1.25M +75,670 +24%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$6.33M +$6.12M +371,282 New
AL
12
AJO LP
Pennsylvania
$6.29M +$5.86M +355,553 +2,615%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$6.22M +$683K +41,413 +13%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$5.41M +$165K +10,000 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.88M +$1.02M +61,719 +27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.43M +$399K +24,227 +10%
DADC
17
D.A. Davidson & Co
Montana
$4.18M -$113K -6,882 -3%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$4.17M -$148K -8,975 -4%
Charles Schwab
19
Charles Schwab
California
$3.59M +$1.81M +109,803 +109%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.04M +$882K +53,511 +43%
Deutsche Bank
21
Deutsche Bank
Germany
$2.97M +$2.7M +164,013 +1,595%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.95M +$2.85M +172,991 New
EI
23
EAM Investors
California
$2.75M +$2.66M +161,203 New
GCP
24
GSA Capital Partners
United Kingdom
$2.75M +$1.39M +84,237 +110%
RA
25
RMR Advisors
Massachusetts
$2.74M

UMH Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2017, worth a combined $313M — up 37% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMH positions and 8 closed out — a net gain of 7 holders — while 47 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $37M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $7.47M.

  • 107 institutional investors held UMH Properties (UMH) as of Q2 2017, up from 100 in Q1 2017.
  • Funds reported $313M of UMH Properties stock for Q2 2017, up 37% quarter-over-quarter.
  • 15 funds opened new UMH Properties positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest UMH Properties buyer in Q2 2017 was Vanguard Group, an estimated $37M added.
  • The largest UMH Properties seller in Q2 2017 was Columbia Wanger Asset Management, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2017.