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UMH

UMH Properties

119 hedge funds and large institutions have $331M invested in UMH Properties in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

26% more capital invested

Capital invested by funds: $264M → $331M (+$67.5M)

13% more call options, than puts

Call options by funds: $309K | Put options by funds: $274K

4.58% more ownership

Funds ownership: 54.38%58.96% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 120119 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
55
Reduced
30
Closed
9
Calls
$309K
Puts
$274K
Net Calls
+$35K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.5M +$4.03M +286,012 +10%
BlackRock
2
BlackRock
New York
$38M +$714K +50,665 +2%
BI
3
Boulegeris Investments
Georgia
$30.4M +$969K +68,812 +4%
Ameriprise
4
Ameriprise
Minnesota
$19.5M +$10.6M +752,570 +144%
Wells Fargo
5
Wells Fargo
California
$16.6M -$771K -54,728 -5%
Millennium Management
6
Millennium Management
New York
$10.2M -$1.16M -82,475 -11%
State Street
7
State Street
Massachusetts
$10.1M +$158K +11,193 +2%
RR
8
Robotti Robert
$7.67M -$74.6K -5,294 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.51M -$432K -30,700 -6%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$7.39M +$6.6M +468,633 +3,700%
TCIM
11
TIAA CREF Investment Management
New York
$7.01M +$3.15M +223,336 +96%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.97M +$2.12M +150,758 +50%
Northern Trust
13
Northern Trust
Illinois
$6.84M +$466K +33,059 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$6.78M +$189K +13,417 +3%
DADC
15
D.A. Davidson & Co
Montana
$6.67M +$381K +27,062 +7%
RCM
16
Rutabaga Capital Management
Massachusetts
$6.27M +$211K +14,950 +4%
Deutsche Bank
17
Deutsche Bank
Germany
$6.15M -$1.38M -97,631 -20%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$5.92M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.35M +$336K +23,877 +7%
WCA
20
Waratah Capital Advisors
Ontario, Canada
$5.07M +$1.23M +87,072 +36%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$4.59M +$140K +9,926 +3%
Boston Partners
22
Boston Partners
Massachusetts
$4.24M +$3.89M +276,190 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.94M +$289K +20,482 +9%
Morgan Stanley
24
Morgan Stanley
New York
$3.82M +$1.22M +86,364 +53%
NC
25
Northpointe Capital
Michigan
$3.5M +$413K +29,287 +15%

UMH Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2018, worth a combined $331M — up 26% from $264M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UMH and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 55 added.

The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was Balyasny Asset Management, cutting an estimated $3.2M.

  • 119 institutional investors held UMH Properties (UMH) as of Q2 2018, down from 120 in Q1 2018.
  • Funds reported $331M of UMH Properties stock for Q2 2018, up 26% quarter-over-quarter.
  • 8 funds opened new UMH Properties positions in Q2 2018 and 9 closed out, a net change of -1 holder.
  • The largest UMH Properties buyer in Q2 2018 was Ameriprise, an estimated $10.6M added.
  • The largest UMH Properties seller in Q2 2018 was Balyasny Asset Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2018.