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UMH

UMH Properties

196 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 196196 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
51
UBS O'Connor
Illinois
$2.11M +$2.05M +131,800 New
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.07M +$79.4K +5,100 +4%
WA
53
WealthTrust Axiom
Pennsylvania
$2.06M -$7.78K -500 -0.4%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.03M +$1.44M +92,625 +269%
SLA
55
Silver Lake Advisory
Utah
$1.85M +$72.6K +4,667 +4%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.8M +$194K +12,470 +12%
Jane Street
57
Jane Street
New York
$1.8M +$1.56M +100,435 +809%
ME
58
McIlrath & Eck
Washington
$1.63M -$53K -3,404 -3%
GHA
59
GW Henssler & Associates
Georgia
$1.54M
Asset Management One
60
Asset Management One
Japan
$1.5M +$35.7K +2,292 +2%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.5M +$71.3K +4,581 +5%
Canada Life
62
Canada Life
Manitoba, Canada
$1.47M +$128K +8,246 +10%
CSC
63
Caldwell Sutter Capital
California
$1.46M -$8.2K -527 -0.6%
SRC
64
Shufro Rose & Co
New York
$1.44M -$7.78K -500 -0.6%
HPCM
65
Hunter Perkins Capital Management
Illinois
$1.35M +$400K +25,720 +44%
GI
66
GAMCO Investors
Connecticut
$1.28M
Barclays
67
Barclays
United Kingdom
$1.28M -$462K -29,678 -27%
Nomura Asset Management
68
Nomura Asset Management
Japan
$1.26M +$123K +7,900 +11%
UBS Group
69
UBS Group
Switzerland
$1.19M -$693K -44,541 -37%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$1.17M +$48K +3,081 +4%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$1.17M
Boston Partners
72
Boston Partners
Massachusetts
$1.14M +$589K +37,852 +113%
First Trust Advisors
73
First Trust Advisors
Illinois
$1.09M +$1.06M +68,260 New
Citadel Advisors
74
Citadel Advisors
Florida
$1.09M +$431K +27,672 +69%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.05M +$51.6K +3,316 +5%

UMH Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 196 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.