UMH Properties
231 hedge funds and large institutions have $1.24B invested in UMH Properties in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 55 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
95% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 55
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
6.8% more ownership
Funds ownership: 76.22% → 83.02% (+6.8%)
5% more capital invested
Capital invested by funds: $1.18B → $1.24B (+$60.7M)
4% more funds holding
Funds holding: 222 → 231 (+9)
85% less call options, than puts
Call options by funds: $5K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$42.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
| 3 |
BlackRock
New York
|
+$10.8M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$9.21M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.5M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$4.5M |
| 4 |
Millennium Management
New York
|
-$3.92M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
251
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$6.88K | -350 | Closed |
|
|
OC
252
Oakworth Capital
Birmingham,
Alabama
| – | -$2.56K | -130 | Closed |
|
|
CPA
253
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.55K | -79 | Closed |
|
|
BF
254
BOK Financial
Tulsa,
Oklahoma
| – | -$365 | -19 | Closed |
|
|
C
255
Covestor
London,
United Kingdom
| – | +$19 | +1 | +20% |
|
256
Simplex Trading
Chicago,
Illinois
| – | +$114 | +6 | New |
|
UMH Hedge Fund Activity: Q4 2024 in Review
231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2024, worth a combined $1.24B — up 5.2% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UMH positions and 25 closed out — a net gain of 12 holders — while 107 added to existing stakes and 55 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $42.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $10.5M sold.
- 231 institutional investors held UMH Properties (UMH) as of Q4 2024, up from 222 in Q3 2024.
- Funds reported $1.24B of UMH Properties stock for Q4 2024, up 5.2% quarter-over-quarter.
- 37 funds opened new UMH Properties positions in Q4 2024 and 25 closed out, a net change of +12 holders.
- The largest UMH Properties buyer in Q4 2024 was Capital Research Global Investors, an estimated $42.6M added.
- The largest UMH Properties seller in Q4 2024 was Balyasny Asset Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2024.