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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
WA
51
WealthTrust Axiom
Pennsylvania
$2.1M +$81.2K +5,250 +4%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.98M +$152K +9,800 +9%
Stifel Financial
53
Stifel Financial
Missouri
$1.93M +$169K +10,931 +10%
KOCAA
54
Knights of Columbus Asset Advisors
Connecticut
$1.87M +$4.04K +261 +0.2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.82M +$500K +32,295 +40%
SLA
56
Silver Lake Advisory
Utah
$1.78M +$7.82K +505 +0.5%
ME
57
McIlrath & Eck
Washington
$1.7M -$37.3K -2,410 -2%
GHA
58
GW Henssler & Associates
Georgia
$1.54M – – –
CSC
59
Caldwell Sutter Capital
California
$1.49M – – –
SRC
60
Shufro Rose & Co
New York
$1.48M -$12.4K -800 -0.9%
Asset Management One
61
Asset Management One
Japan
$1.46M +$76.1K +4,915 +6%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$1.43M +$1.39M +89,499 New
UBS Group
63
UBS Group
Switzerland
$1.42M +$272K +17,594 +25%
WS
64
Wedbush Securities
California
$1.42M +$85.1K +5,500 +7%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$1.23M -$5.2M -335,977 -81%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M +$48K +3,100 +4%
GI
67
GAMCO Investors
Connecticut
$1.19M – – –
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$1.17M – – –
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.09M +$36.2K +2,341 +4%
SAM
70
Storebrand Asset Management
Norway
$1.02M -$58.7K -3,793 -6%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$1.02M +$992K +64,081 New
UBS AM
72
UBS AM
Illinois
$1.02M – – –
Nomura Asset Management
73
Nomura Asset Management
Japan
$964K +$85.1K +5,500 +10%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$947K – – –
Canada Life
75
Canada Life
Manitoba, Canada
$906K +$47K +3,035 +6%
1 2
3
4 5

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.