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UMH

UMH Properties
UMH

178 hedge funds and large institutions have $746M invested in UMH Properties in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 48

17% more capital invested

Capital invested by funds: $639M → $746M (+$107M)

4.54% more ownership

Funds ownership: 72.48% → 77.02% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 185 → 178 (-7)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

26% less call options, than puts

Call options by funds: $447K | Put options by funds: $601K

Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
75
Reduced
48
Closed
29
Calls
$447K
Puts
$601K
Net Calls
-$154K
Net Calls Change
+$41K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$16M
2
Bank of America
Bank of America
North Carolina
+$14.9M
3
BlackRock
BlackRock
New York
+$13.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10M
5
N
Nuveen
North Carolina
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.92M
3
BIC
B&I Capital
Switzerland
-$3.55M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.4M
5
American Century Companies
American Century Companies
Missouri
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$6.26M +$177K +11,443 +3%
Ameriprise
27
Ameriprise
Minnesota
$5.88M +$135K +8,706 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.46M +$377K +24,362 +8%
RR
29
Robotti Robert
$4.91M -$47.9K -3,095 -1%
Wells Fargo
30
Wells Fargo
California
$4.9M +$43.9K +2,834 +0.9%
MA
31
Montag & Associates
Georgia
$4.57M -$5.49K -355 -0.1%
SI
32
Scout Investments
Missouri
$4.51M -$127K -8,222 -3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$4.45M +$241K +15,581 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.38M +$255K +16,451 +6%
SEI Investments
35
SEI Investments
Pennsylvania
$4.18M +$73.9K +4,774 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.02M +$235K +15,217 +6%
PHAM
37
Pacific Heights Asset Management
California
$4M – – –
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$3.64M -$39.7K -2,568 -1%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$3.62M +$50.2K +3,245 +1%
LCM
40
LDR Capital Management
New York
$3.5M -$70.5K -4,556 -2%
EAM
41
Eagle Asset Management
Florida
$3.26M -$99.5K -6,432 -3%
KCM
42
Kennedy Capital Management
Missouri
$3.12M – – –
Cerity Partners
43
Cerity Partners
New York
$3.06M -$36.7K -2,370 -1%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.74M +$754K +48,700 +40%
PCM
45
Penn Capital Management
Pennsylvania
$2.73M – – –
Goldman Sachs
46
Goldman Sachs
New York
$2.69M +$353K +22,813 +16%
Barclays
47
Barclays
United Kingdom
$2.49M +$208K +13,415 +9%
PMG
48
Private Management Group
California
$2.33M -$6.11K -395 -0.3%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.29M -$613K -39,581 -22%
HPCM
50
Hunter Perkins Capital Management
Illinois
$2.24M +$2.17M +140,210 +105%
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UMH Hedge Fund Activity: Q2 2023 in Review

178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2023, worth a combined $746M — up 17% from $639M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UMH and 22 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 75 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $16M. The largest seller was Balyasny Asset Management, cutting an estimated $5.2M.

  • 178 institutional investors held UMH Properties (UMH) as of Q2 2023, down from 185 in Q1 2023.
  • Funds reported $746M of UMH Properties stock for Q2 2023, up 17% quarter-over-quarter.
  • 22 funds opened new UMH Properties positions in Q2 2023 and 29 closed out, a net change of -7 holders.
  • The largest UMH Properties buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $16M added.
  • The largest UMH Properties seller in Q2 2023 was Balyasny Asset Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2023.