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UMH

UMH Properties
UMH

222 hedge funds and large institutions have $1.18B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $867M → $1.18B (+$309M)

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

28% more call options, than puts

Call options by funds: $402K | Put options by funds: $314K

13% more funds holding

Funds holding: 196 → 222 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 77.02% → 76.22% (-0.8%)

Holders
222
Holders Change
+26
Holders Change %
+13.27%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
61
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$33.4M
2
BlackRock
BlackRock
New York
+$26.5M
3
State Street
State Street
Massachusetts
+$16.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.94M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$5.48M
3
Goldman Sachs
Goldman Sachs
New York
-$4.78M
4
RR
Robotti Robert
-$4.71M
5
Cerity Partners
Cerity Partners
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
226
Two Sigma Advisers
New York
– -$408K -25,500 Closed
Prudential Financial
227
Prudential Financial
New Jersey
– -$337K -21,087 Closed
ECM
228
ExodusPoint Capital Management
New York
– -$325K -20,340 Closed
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
– -$306K -19,113 Closed
HWM
230
Hohimer Wealth Management
Washington
– -$290K -18,157 Closed
MF
231
Magnetar Financial
Illinois
– -$283K -17,683 Closed
NYLIM
232
New York Life Investment Management
New York
– -$233K -14,584 Closed
CIS
233
Custom Index Systems
New York
– -$230K -14,402 Closed
EGM
234
Engineers Gate Manager
New York
– -$225K -14,052 Closed
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
– -$160K -10,000 Closed
Federated Hermes
236
Federated Hermes
Pennsylvania
– -$21.1K -1,319 Closed
Simplex Trading
237
Simplex Trading
Illinois
– -$12.7K -684 Closed
SIS
238
Sound Income Strategies
Florida
– -$240 -15 Closed
C
239
Covestor
United Kingdom
– -$19 -1 -17%
6 7 8 9
10

UMH Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2024, worth a combined $1.18B — up 36% from $867M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMH positions and 17 closed out — a net gain of 27 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, cutting an estimated $11.2M.

  • 222 institutional investors held UMH Properties (UMH) as of Q3 2024, up from 196 in Q2 2024.
  • Funds reported $1.18B of UMH Properties stock for Q3 2024, up 36% quarter-over-quarter.
  • 44 funds opened new UMH Properties positions in Q3 2024 and 17 closed out, a net change of +27 holders.
  • The largest UMH Properties buyer in Q3 2024 was Capital Research Global Investors, an estimated $33.4M added.
  • The largest UMH Properties seller in Q3 2024 was American Century Companies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.