UMH Properties
141 hedge funds and large institutions have $515M invested in UMH Properties in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 9 closing their positions.
201% more call options, than puts
Call options by funds: $989K | Put options by funds: $329K
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
36% more capital invested
Capital invested by funds: $378M → $515M (+$138M)
8% more funds holding
Funds holding: 131 → 141 (+10)
2.42% more ownership
Funds ownership: 61.22% → 63.63% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$16.3M |
| 2 |
BIC
B&I Capital
Zurich,
Switzerland
|
+$6.03M |
| 3 |
REMS
Real Estate Management Services
|
+$5.11M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$4.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$21.5M |
| 2 |
Goldman Sachs
New York
|
-$2.77M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.28M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.02M |
UMH Hedge Fund Activity: Q1 2021 in Review
141 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2021, worth a combined $515M — up 36% from $378M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UMH positions and 9 closed out — a net gain of 12 holders — while 42 added to existing stakes and 48 trimmed.
The largest buyer was Copeland Capital Management, opening a new position worth an estimated $16.3M. The largest seller was Russell Investments Group, cutting an estimated $21.5M.
- 141 institutional investors held UMH Properties (UMH) as of Q1 2021, up from 131 in Q4 2020.
- Funds reported $515M of UMH Properties stock for Q1 2021, up 36% quarter-over-quarter.
- 21 funds opened new UMH Properties positions in Q1 2021 and 9 closed out, a net change of +12 holders.
- The largest UMH Properties buyer in Q1 2021 was Copeland Capital Management, an estimated $16.3M added.
- The largest UMH Properties seller in Q1 2021 was Russell Investments Group, an estimated $21.5M sold.
Based on aggregated 13F filings for Q1 2021.