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UMH

UMH Properties
UMH

222 hedge funds and large institutions have $1.18B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $867M → $1.18B (+$309M)

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

28% more call options, than puts

Call options by funds: $402K | Put options by funds: $314K

13% more funds holding

Funds holding: 196 → 222 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 77.02% → 76.22% (-0.8%)

Holders
222
Holders Change
+26
Holders Change %
+13.27%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
61
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$33.4M
2
BlackRock
BlackRock
New York
+$26.5M
3
State Street
State Street
Massachusetts
+$16.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.94M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$5.48M
3
Goldman Sachs
Goldman Sachs
New York
-$4.78M
4
RR
Robotti Robert
-$4.71M
5
Cerity Partners
Cerity Partners
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$3.47M – – –
Stifel Financial
52
Stifel Financial
Missouri
$3.3M +$140K +7,546 +5%
LCM
53
LDR Capital Management
New York
$3.29M -$1.29M -69,370 -29%
NIG
54
NFJ Investment Group
Texas
$3.24M -$967K -51,970 -24%
Barclays
55
Barclays
United Kingdom
$3.16M +$1.5M +80,660 +101%
HA
56
Heartland Advisors
Wisconsin
$2.95M -$2.79M -150,000 -50%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.57M +$18.6K +1,000 +0.8%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$2.53M +$2.39M +128,573 New
WA
59
WealthTrust Axiom
Pennsylvania
$2.52M -$18.6K -1,000 -0.8%
SLA
60
Silver Lake Advisory
Utah
$2.21M -$65.3K -3,510 -3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.16M -$54.2K -2,914 -3%
ME
62
McIlrath & Eck
Washington
$2.01M +$4.15K +223 +0.2%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.92M +$73K +3,925 +4%
Asset Management One
64
Asset Management One
Japan
$1.91M +$58.1K +3,125 +3%
UBS Group
65
UBS Group
Switzerland
$1.9M +$412K +22,137 +30%
AQR Capital Management
66
AQR Capital Management
Connecticut
$1.9M -$569K -30,573 -24%
GHA
67
GW Henssler & Associates
Georgia
$1.9M – – –
CSC
68
Caldwell Sutter Capital
California
$1.81M +$13K +700 +0.8%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.71M +$569K +30,596 +54%
HPCM
70
Hunter Perkins Capital Management
Illinois
$1.66M – – –
UOC
71
UBS O'Connor
Illinois
$1.65M -$888K -47,724 -36%
Nomura Asset Management
72
Nomura Asset Management
Japan
$1.62M +$59.5K +3,200 +4%
Canada Life
73
Canada Life
Manitoba, Canada
$1.61M -$188K -10,093 -11%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.49M +$181K +9,743 +15%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$1.48M +$41.9K +2,254 +3%
1 2
3
4 5

UMH Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2024, worth a combined $1.18B — up 36% from $867M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMH positions and 17 closed out — a net gain of 27 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, cutting an estimated $11.2M.

  • 222 institutional investors held UMH Properties (UMH) as of Q3 2024, up from 196 in Q2 2024.
  • Funds reported $1.18B of UMH Properties stock for Q3 2024, up 36% quarter-over-quarter.
  • 44 funds opened new UMH Properties positions in Q3 2024 and 17 closed out, a net change of +27 holders.
  • The largest UMH Properties buyer in Q3 2024 was Capital Research Global Investors, an estimated $33.4M added.
  • The largest UMH Properties seller in Q3 2024 was American Century Companies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.