UMH Properties
130 hedge funds and large institutions have $291M invested in UMH Properties in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 15 closing their positions.
1,878% more call options, than puts
Call options by funds: $178K | Put options by funds: $9K
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
13% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 38
2% more funds holding
Funds holding: 128 → 130 (+2)
0.18% less ownership
Funds ownership: 65.01% → 64.83% (-0.18%)
30% less capital invested
Capital invested by funds: $418M → $291M (-$127M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$6.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.08M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$3.03M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
+$1.85M |
| 5 |
PHAM
Pacific Heights Asset Management
San Francisco,
California
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.21M |
| 2 |
MNG
Manning & Napier Group
Fairport,
New York
|
-$2.01M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$1.67M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.56M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.13M |
UMH Hedge Fund Activity: Q1 2020 in Review
130 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2020, worth a combined $291M — down 30% from $418M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UMH positions and 15 closed out — a net gain of 5 holders — while 43 added to existing stakes and 38 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $6.27M. The largest seller was Fidelity Investments, cutting an estimated $6.21M.
- 130 institutional investors held UMH Properties (UMH) as of Q1 2020, up from 128 in Q4 2019.
- Funds reported $291M of UMH Properties stock for Q1 2020, down 30% quarter-over-quarter.
- 20 funds opened new UMH Properties positions in Q1 2020 and 15 closed out, a net change of +5 holders.
- The largest UMH Properties buyer in Q1 2020 was Russell Investments Group, an estimated $6.27M added.
- The largest UMH Properties seller in Q1 2020 was Fidelity Investments, an estimated $6.21M sold.
Based on aggregated 13F filings for Q1 2020.