UMH Properties
131 hedge funds and large institutions have $378M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.
190% more call options, than puts
Call options by funds: $644K | Put options by funds: $222K
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $352M → $378M (+$25.2M)
3% more funds holding
Funds holding: 127 → 131 (+4)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
2.02% less ownership
Funds ownership: 63.23% → 61.22% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.98M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.14M |
| 3 |
BlackRock
New York
|
+$1.77M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$1.28M |
| 5 |
Goldman Sachs
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.07M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$2.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$1.26M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.07M |
UMH Hedge Fund Activity: Q4 2020 in Review
131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2020, worth a combined $378M — up 7.1% from $352M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UMH positions and 10 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.
The largest buyer was Invesco, adding an estimated $4.98M. The largest seller was Ameriprise, cutting an estimated $7.07M.
- 131 institutional investors held UMH Properties (UMH) as of Q4 2020, up from 127 in Q3 2020.
- Funds reported $378M of UMH Properties stock for Q4 2020, up 7.1% quarter-over-quarter.
- 15 funds opened new UMH Properties positions in Q4 2020 and 10 closed out, a net change of +5 holders.
- The largest UMH Properties buyer in Q4 2020 was Invesco, an estimated $4.98M added.
- The largest UMH Properties seller in Q4 2020 was Ameriprise, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2020.