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UMH

UMH Properties
UMH

159 hedge funds and large institutions have $680M invested in UMH Properties in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $912K | Put options by funds: $329K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 36

32% more capital invested

Capital invested by funds: $515M → $680M (+$165M)

13% more funds holding

Funds holding: 141 → 159 (+18)

2.97% more ownership

Funds ownership: 63.63% → 66.61% (+3%)

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
66
Reduced
36
Closed
14
Calls
$912K
Puts
$329K
Net Calls
+$583K
Net Calls Change
-$77K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$13.3M
2
Millennium Management
Millennium Management
New York
+$11.9M
3
CCM
Copeland Capital Management
Pennsylvania
+$10.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$9.69M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$11.7M
2
KCM
Kennedy Capital Management
Missouri
-$3.67M
3
WC
Walthausen & Co
New York
-$2.3M
4
Boston Partners
Boston Partners
Massachusetts
-$2.07M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$784K +$103K +4,812 +15%
Stifel Financial
77
Stifel Financial
Missouri
$770K +$278K +13,059 +59%
ECM
78
ExodusPoint Capital Management
New York
$745K +$728K +34,140 New
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$744K -$167K -7,856 -19%
Nomura Asset Management
80
Nomura Asset Management
Japan
$716K +$21.3K +1,000 +3%
Deutsche Bank
81
Deutsche Bank
Germany
$687K +$5.52K +259 +0.8%
Osaic Holdings
82
Osaic Holdings
Arizona
$680K +$107K +5,042 +19%
DCM
83
Dupont Capital Management
Delaware
$663K – – –
KCM
84
Kennedy Capital Management
Missouri
$649K -$3.67M -172,091 -85%
PS
85
Pensionfund Sabic
Netherlands
$645K -$107K -5,000 -14%
CS
86
Credit Suisse
Switzerland
$637K +$30.5K +1,429 +5%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$595K – – –
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$594K -$127K -5,973 -18%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$513K +$31.9K +1,497 +7%
AQR Capital Management
90
AQR Capital Management
Connecticut
$472K +$244K +11,466 +113%
MAM
91
Martingale Asset Management
Massachusetts
$469K -$1.64K -77 -0.4%
Public Employees Retirement Association of Colorado
92
Public Employees Retirement Association of Colorado
Colorado
$444K – – –
IA
93
IndexIQ Advisors
New York
$425K +$415K +19,470 New
GCP
94
GSA Capital Partners
United Kingdom
$417K +$407K +19,107 New
OCM
95
Orleans Capital Management
Louisiana
$393K – – –
LIG
96
Lokken Investment Group
Delaware
$369K – – –
SOADOR
97
State of Alaska Department of Revenue
Alaska
$368K +$54.7K +2,565 +18%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$355K -$29.1K -1,366 -8%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$345K +$57.8K +2,714 +21%
MIM
100
MetLife Investment Management
New Jersey
$326K – – –
2 3
4
5 6

UMH Hedge Fund Activity: Q2 2021 in Review

159 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2021, worth a combined $680M — up 32% from $515M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UMH positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 36 trimmed.

The largest buyer was Jennison Associates, adding an estimated $13.3M. The largest seller was Russell Investments Group, cutting an estimated $11.7M.

  • 159 institutional investors held UMH Properties (UMH) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $680M of UMH Properties stock for Q2 2021, up 32% quarter-over-quarter.
  • 32 funds opened new UMH Properties positions in Q2 2021 and 14 closed out, a net change of +18 holders.
  • The largest UMH Properties buyer in Q2 2021 was Jennison Associates, an estimated $13.3M added.
  • The largest UMH Properties seller in Q2 2021 was Russell Investments Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.