UMH Properties
120 hedge funds and large institutions have $290M invested in UMH Properties in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 15 closing their positions.
3,640% more call options, than puts
Call options by funds: $187K | Put options by funds: $5K
52% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 33
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
3% more funds holding
Funds holding: 116 → 120 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.96% less ownership
Funds ownership: 56.59% → 55.63% (-0.96%)
3% less capital invested
Capital invested by funds: $299M → $290M (-$8.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.02M |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$2.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.69M |
| 4 |
Renaissance Technologies
New York
|
+$1.47M |
| 5 |
BlackRock
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.77M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$4.19M |
| 3 |
JP Morgan Chase
New York
|
-$3.05M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.28M |
| 5 |
Millennium Management
New York
|
-$1.03M |
UMH Hedge Fund Activity: Q4 2017 in Review
120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2017, worth a combined $290M — down 3% from $299M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UMH positions and 15 closed out — a net gain of 4 holders — while 50 added to existing stakes and 33 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.02M. The largest seller was Wellington Management Group, exiting entirely with an estimated $5.77M sold.
- 120 institutional investors held UMH Properties (UMH) as of Q4 2017, up from 116 in Q3 2017.
- Funds reported $290M of UMH Properties stock for Q4 2017, down 3% quarter-over-quarter.
- 19 funds opened new UMH Properties positions in Q4 2017 and 15 closed out, a net change of +4 holders.
- The largest UMH Properties buyer in Q4 2017 was Royal Bank of Canada, an estimated $4.02M added.
- The largest UMH Properties seller in Q4 2017 was Wellington Management Group, an estimated $5.77M sold.
Based on aggregated 13F filings for Q4 2017.