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UMH

UMH Properties

120 hedge funds and large institutions have $264M invested in UMH Properties in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 120120 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.25% less ownership

Funds ownership: 55.63%54.38% (-1.3%)

9% less capital invested

Capital invested by funds: $290M → $264M (-$26.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $259K

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
45
Reduced
31
Closed
17
Calls
Puts
$259K
Net Calls
-$259K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.7M -$11.1M -852,914 -23%
BlackRock
2
BlackRock
New York
$32.5M -$220K -16,862 -0.7%
BI
3
Boulegeris Investments
Georgia
$25.6M +$1.44M +110,773 +6%
Wells Fargo
4
Wells Fargo
California
$15.3M +$732K +56,190 +5%
Millennium Management
5
Millennium Management
New York
$10M -$1.31M -100,557 -12%
State Street
6
State Street
Massachusetts
$8.64M +$168K +12,920 +2%
Ameriprise
7
Ameriprise
Minnesota
$6.99M +$5.59M +429,029 +467%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.97M +$1.62M +124,200 +31%
RR
9
Robotti Robert
$6.77M -$27.3K -2,100 -0.4%
Deutsche Bank
10
Deutsche Bank
Germany
$6.68M +$462K +35,462 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.74M +$299K +22,980 +6%
Northern Trust
12
Northern Trust
Illinois
$5.53M +$218K +16,726 +4%
DADC
13
D.A. Davidson & Co
Montana
$5.46M +$1.27M +97,757 +32%
RCM
14
Rutabaga Capital Management
Massachusetts
$5.28M +$1.71M +131,340 +50%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$5.18M +$195K +15,000 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.35M +$57.9K +4,449 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.07M +$187K +14,376 +5%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$3.88M +$429K +32,975 +13%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.3M +$2.8M +215,389 +700%
WCA
20
Waratah Capital Advisors
Ontario, Canada
$3.26M +$3.17M +243,300 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.17M -$111K -8,558 -3%
TCIM
22
TIAA CREF Investment Management
New York
$3.13M +$1.73M +132,873 +132%
MNG
23
Manning & Napier Group
New York
$2.68M -$2.15K -165 -0.1%
NC
24
Northpointe Capital
Michigan
$2.66M +$2.59M +198,584 New
RA
25
RMR Advisors
Massachusetts
$2.48M

UMH Hedge Fund Activity: Q1 2018 in Review

120 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2018, worth a combined $264M — down 9.2% from $290M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UMH positions and 17 closed out — a net gain of 2 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.59M. The largest seller was Vanguard Group, cutting an estimated $11.1M.

  • 120 institutional investors held UMH Properties (UMH) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $264M of UMH Properties stock for Q1 2018, down 9.2% quarter-over-quarter.
  • 19 funds opened new UMH Properties positions in Q1 2018 and 17 closed out, a net change of +2 holders.
  • The largest UMH Properties buyer in Q1 2018 was Ameriprise, an estimated $5.59M added.
  • The largest UMH Properties seller in Q1 2018 was Vanguard Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2018.