UMH Properties
129 hedge funds and large institutions have $329M invested in UMH Properties in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 14 closing their positions.
2,243% more call options, than puts
Call options by funds: $164K | Put options by funds: $7K
23% more capital invested
Capital invested by funds: $269M → $329M (+$60.5M)
9% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 45
0.27% more ownership
Funds ownership: 60.09% → 60.35% (+0.27%)
1% less funds holding
Funds holding: 130 → 129 (-1)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.9M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$3.11M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$2.9M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.32M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.83M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$5.01M |
| 3 |
Millennium Management
New York
|
-$2.77M |
| 4 |
LPC
Loeb Partners Corp
New York
|
-$1.44M |
| 5 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$1.38M |
UMH Hedge Fund Activity: Q1 2019 in Review
129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2019, worth a combined $329M — up 23% from $269M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UMH and 13 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 49 added.
The largest buyer was Fidelity Investments, adding an estimated $13.9M. The largest seller was Ameriprise, cutting an estimated $5.83M.
- 129 institutional investors held UMH Properties (UMH) as of Q1 2019, down from 130 in Q4 2018.
- Funds reported $329M of UMH Properties stock for Q1 2019, up 23% quarter-over-quarter.
- 13 funds opened new UMH Properties positions in Q1 2019 and 14 closed out, a net change of -1 holder.
- The largest UMH Properties buyer in Q1 2019 was Fidelity Investments, an estimated $13.9M added.
- The largest UMH Properties seller in Q1 2019 was Ameriprise, an estimated $5.83M sold.
Based on aggregated 13F filings for Q1 2019.