UMH Properties
196 hedge funds and large institutions have $846M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 23 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 66
7% more capital invested
Capital invested by funds: $794M → $846M (+$52.5M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 200 → 196 (-4)
2.9% less ownership
Funds ownership: 78.06% → 75.16% (-2.9%)
83% less call options, than puts
Call options by funds: $111K | Put options by funds: $636K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$8.21M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$7.23M |
| 3 |
Cerity Partners
New York
|
+$3.85M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$2.57M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.43M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$4.57M |
| 3 |
Morgan Stanley
New York
|
-$3.69M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$2.98M |
| 5 |
Renaissance Technologies
New York
|
-$2.58M |
UMH Hedge Fund Activity: Q1 2024 in Review
196 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2024, worth a combined $846M — up 6.6% from $794M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of UMH and 21 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 77 added.
The largest buyer was Millennium Management, adding an estimated $8.21M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $9.43M sold.
- 196 institutional investors held UMH Properties (UMH) as of Q1 2024, down from 200 in Q4 2023.
- Funds reported $846M of UMH Properties stock for Q1 2024, up 6.6% quarter-over-quarter.
- 21 funds opened new UMH Properties positions in Q1 2024 and 23 closed out, a net change of -2 holders.
- The largest UMH Properties buyer in Q1 2024 was Millennium Management, an estimated $8.21M added.
- The largest UMH Properties seller in Q1 2024 was Balyasny Asset Management, an estimated $9.43M sold.
Based on aggregated 13F filings for Q1 2024.