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UMH

UMH Properties
UMH

181 hedge funds and large institutions have $690M invested in UMH Properties in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $464K | Put options by funds: $215K

69% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 51

2.38% more ownership

Funds ownership: 69.64% → 72.02% (+2.4%)

6% less funds holding

Funds holding: 192 → 181 (-11)

23% less capital invested

Capital invested by funds: $891M → $690M (-$201M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
181
Holders Change
-11
Holders Change %
-5.73%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
86
Reduced
51
Closed
24
Calls
$464K
Puts
$215K
Net Calls
+$249K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$25.4M
2
GKIM
GW&K Investment Management
Massachusetts
+$6.49M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$6.29M
4
Jennison Associates
Jennison Associates
New York
+$6.17M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
NIP
Nicholas Investment Partners
California
-$7M
2
RCM
Rutabaga Capital Management
Massachusetts
-$2.78M
3
FM
Forward Management
California
-$2.71M
4
Millennium Management
Millennium Management
New York
-$2.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
RR
26
Robotti Robert
$5.9M +$34.2K +1,645 +0.5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.42M -$174K -8,378 -3%
SI
28
Scout Investments
Missouri
$5.35M +$189K +9,093 +3%
MA
29
Montag & Associates
Georgia
$5.33M +$99.8K +4,800 +2%
Wells Fargo
30
Wells Fargo
California
$5.14M -$1.07M -51,269 -15%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$4.78M +$420K +20,188 +8%
Lazard Asset Management
32
Lazard Asset Management
New York
$4.77M -$1.01M -48,618 -15%
PHAM
33
Pacific Heights Asset Management
California
$4.42M – – –
Goldman Sachs
34
Goldman Sachs
New York
$4.24M +$1.7M +82,031 +52%
MPAM
35
Monarch Partners Asset Management
Massachusetts
$4.2M +$1.45M +69,891 +42%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$3.84M -$193K -9,278 -4%
KOCAA
37
Knights of Columbus Asset Advisors
Connecticut
$3.63M +$49.3K +2,371 +1%
N
38
Nuveen
North Carolina
$3.54M -$201K -9,652 -5%
KCM
39
Kennedy Capital Management
Missouri
$3.46M -$38.5K -1,852 -0.9%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.26M -$29K -1,394 -0.8%
EAM
41
Eagle Asset Management
Florida
$3.16M -$3.1K -149 -0.1%
PCM
42
Penn Capital Management
Pennsylvania
$2.81M +$3.31M +159,083 New
LCM
43
LDR Capital Management
New York
$2.63M -$229K -11,000 -7%
Barclays
44
Barclays
United Kingdom
$2.21M +$1.06M +51,223 +69%
UOC
45
UBS O'Connor
Illinois
$2.16M +$2.54M +122,420 New
Two Sigma Investments
46
Two Sigma Investments
New York
$2.12M -$1.48M -71,077 -37%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.05M +$283K +13,600 +13%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.05M – – –
Boston Partners
49
Boston Partners
Massachusetts
$2M -$126K -6,075 -5%
WC
50
Walthausen & Co
New York
$1.85M -$401K -19,300 -16%
1
2
3 4 5

UMH Hedge Fund Activity: Q2 2022 in Review

181 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2022, worth a combined $690M — down 23% from $891M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UMH and 17 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 86 added.

The largest buyer was Westfield Capital Management, adding an estimated $25.4M. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $7M sold.

  • 181 institutional investors held UMH Properties (UMH) as of Q2 2022, down from 192 in Q1 2022.
  • Funds reported $690M of UMH Properties stock for Q2 2022, down 23% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2022 and 24 closed out, a net change of -7 holders.
  • The largest UMH Properties buyer in Q2 2022 was Westfield Capital Management, an estimated $25.4M added.
  • The largest UMH Properties seller in Q2 2022 was Nicholas Investment Partners, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2022.