UMH Properties
130 hedge funds and large institutions have $269M invested in UMH Properties in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
4% more funds holding
Funds holding: 125 → 130 (+5)
2.13% more ownership
Funds ownership: 57.96% → 60.09% (+2.1%)
20% less capital invested
Capital invested by funds: $337M → $269M (-$68.2M)
59% less call options, than puts
Call options by funds: $208K | Put options by funds: $509K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.09M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$6.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.59M |
| 4 |
BlackRock
New York
|
+$1.56M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.95M |
| 2 |
Renaissance Technologies
New York
|
-$2.24M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$2.16M |
| 4 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$1.4M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$1.03M |
UMH Hedge Fund Activity: Q4 2018 in Review
130 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2018, worth a combined $269M — down 20% from $337M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UMH positions and 14 closed out — a net gain of 5 holders — while 50 added to existing stakes and 36 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.09M. The largest seller was Millennium Management, cutting an estimated $2.95M.
- 130 institutional investors held UMH Properties (UMH) as of Q4 2018, up from 125 in Q3 2018.
- Funds reported $269M of UMH Properties stock for Q4 2018, down 20% quarter-over-quarter.
- 19 funds opened new UMH Properties positions in Q4 2018 and 14 closed out, a net change of +5 holders.
- The largest UMH Properties buyer in Q4 2018 was Fidelity Investments, an estimated $7.09M added.
- The largest UMH Properties seller in Q4 2018 was Millennium Management, an estimated $2.95M sold.
Based on aggregated 13F filings for Q4 2018.