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UMH

UMH Properties

116 hedge funds and large institutions have $299M invested in UMH Properties in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

8% more funds holding

Funds holding: 107116 (+9)

1.27% more ownership

Funds ownership: 55.32%56.59% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $313M → $299M (-$13.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
26
Closed
8
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.6M +$3.7M +231,241 +7%
BlackRock
2
BlackRock
New York
$36.5M +$931K +58,128 +3%
BI
3
Boulegeris Investments
Georgia
$27.7M +$328K +20,495 +1%
Wells Fargo
4
Wells Fargo
California
$16.6M -$4.51M -281,723 -21%
Millennium Management
5
Millennium Management
New York
$14.2M +$4.44M +277,073 +43%
State Street
6
State Street
Massachusetts
$8.96M +$446K +27,831 +5%
RR
7
Robotti Robert
$7.94M -$87.6K -5,470 -1%
CWAM
8
Columbia Wanger Asset Management
Illinois
$7.21M -$549K -34,264 -7%
Charles Schwab
9
Charles Schwab
California
$6.59M +$3.41M +212,866 +101%
Northern Trust
10
Northern Trust
Illinois
$6.25M +$216K +13,474 +3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.03M +$362K +22,599 +6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$5.77M
Deutsche Bank
13
Deutsche Bank
Germany
$5.47M +$2.84M +177,494 +102%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$5.24M +$320K +20,000 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.92M +$898K +56,083 +22%
RCM
16
Rutabaga Capital Management
Massachusetts
$4.86M -$3.32M -207,553 -40%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.83M +$2.13M +133,089 +75%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.65M +$2.01M +125,809 +73%
DADC
19
D.A. Davidson & Co
Montana
$4.33M +$539K +33,662 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.93M -$534K -33,357 -12%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$3.89M +$95.5K +5,966 +2%
Morgan Stanley
22
Morgan Stanley
New York
$3.54M +$1.82M +113,393 +99%
RA
23
RMR Advisors
Massachusetts
$2.67M +$170K +10,592 +7%
NI
24
Numeric Investors
Massachusetts
$2.56M +$2.63M +164,304 New
MAM
25
Martingale Asset Management
Massachusetts
$2.03M -$166K -10,400 -7%

UMH Hedge Fund Activity: Q3 2017 in Review

116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2017, worth a combined $299M — down 4.3% from $313M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UMH positions and 8 closed out — a net gain of 9 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.44M. The largest seller was AJO LP, exiting entirely with an estimated $6.29M sold.

  • 116 institutional investors held UMH Properties (UMH) as of Q3 2017, up from 107 in Q2 2017.
  • Funds reported $299M of UMH Properties stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q3 2017 and 8 closed out, a net change of +9 holders.
  • The largest UMH Properties buyer in Q3 2017 was Millennium Management, an estimated $4.44M added.
  • The largest UMH Properties seller in Q3 2017 was AJO LP, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2017.